Product catalog: from taxonomies to a published product

#Purpose and scope

This chapter covers the product master: classification, creating and enriching products, prices, barcodes and packaging, partner mappings, and publishing to the online storefront. Stock movement, sales pricing resolution and ledger postings happen in other modules that use the product as a reference.

#Before you start

1. Create categories in Categories, then Brands, Product types, Product groups, Product attributes (variant axes such as Color or Size, values as a JSON array) and Product tags.
2. Define unit conversions that are not product specific in UOM conversions (from unit, to unit, factor).
3. The catalog is shared across companies. Anyone with access to the module can change products, so agree ownership of price and master-data edits.

#1. Create a product

1. Open Products and choose Add. The create form shows only essential groups; the others appear after the product is saved.
2. Enter code and name (required), barcode, SKU, HSN code, brand, model number, lifecycle status, descriptions and image URL.
3. Under Classification set category, type, group, unit of measure, product nature, valuation method (FIFO or LIFO), shelf life, warranty and return policy.
4. Under Pricing set purchase price, sales price, MRP and currency, plus weight and dimensions.
5. Under Inventory set opening stock, minimum, maximum, reorder level and quantity, and the flags stockable, purchasable, sellable, batch controlled, serial controlled and active.
6. Under E-Commerce set published, show stock on web, backorder, preorder, digital product, shipping class, long description, slug and SEO title, description and keywords.

#2. Enrich the saved product

1. Reopen the product. The tabs are Specifications, UOM Conversions, Tax (Inward and Outward), Variants, Media Gallery, Tags, Related Products, Trading Partners (Vendors and Customers) and Digital Passport. These tabs need a saved product.
2. Open the Product 360 link on a row (Product overview) for stock by warehouse, pricing and tax, and reorder information in one place.

#3. Use product groups as templates

1. In Product groups define group-level Specifications, UOM Conversions, Inward Tax and Outward Tax on the group.
2. Choose the apply action on a tab to copy the template onto every product in the group. Confirm the overwrite warning.

#4. Prices, barcodes and packaging

1. Product prices holds price lines with type (Purchase, Sales, MRP, Wholesale, Dealer, Export), price, minimum quantity and effective dates.
2. Product barcodes holds extra barcodes with type (EAN13, EAN8, UPC, CODE128, QR), value and a primary flag.
3. Product packagings records the packaging level (Unit, Inner Pack, Case, Pallet) with its own barcode, weight and dimensions.
4. Entity identifiers holds effective-dated identifiers shared across ERP records.

#5. Vendor and customer mappings

1. Vendor products maps a product to a supplier with vendor SKU, vendor product name, price, lead time in days, minimum order quantity and a preferred flag.
2. Customer products maps a product to a customer with customer SKU, name and price.

#6. Check readiness and publish

1. Open Storefront readiness. Tabs filter by All, Ready to Publish, Needs Attention and Published; tiles show totals and the average score.
2. Fix blocking issues on the product, then choose Publish. Choose Unpublish to remove it from the storefront.

#Who can do what

The product module has no role or permission checks of its own beyond being signed in. Any signed-in user with the module can create, change and delete products, categories, brands and price lines, and there is no approval step for product changes.