Products

Before you can invoice clients, you need to prepare products that will appear on the invoice. If appropriate for your business, you can set a product type to Service. After creating products, you can then choose products when you are editing Invoices. There, you will specify the quantity of product to bill the Clients. In addition, you can group products into Product Groups.

To add new Products, follow the steps below:

• Click Invoice, then click Products in the main menu.
• Click New in the button bar.
• An inset page will appear which contains several tabs: Product, Pricing, and Shipping.
• Complete the fields on each tab.
• Click Save in the button bar to commit your changes or click Cancel to discard.

See the Basic Operation section for details on viewing, adding, editing and deleting.

 

Product Tab FIELD DESCRIPTION Type Select the type of product from the drop-down box. TYPE DESCRIPTION Product The line item is a physical product. Service The line item is a service. Tax The line item is a tax. Shipping Service The line item is for shipping service. Shipping Box The line item is a shipping box. Status Select the status of the product from the drop-down box. STATUS DESCRIPTION In Stock The product is in stock and available for sale. Out of Stock The product is not in stock. Disabled The product is disabled. Group Select the Product Groups associated with this product. Part Number Enter the product part number. Name Enter the product name. Description Enter a description for the product. Lock Description Check the box to prevent product name changes on the invoice. UPC Enter the UPC number for the product's bar code. Current Stock Enter the number of units in stock. NOTE:  As the product is sold, the number will automatically decrease. When new stock is received, the quantity must be manually added to the remaining stock. Include Tax Policy Select the tax policies to include on the invoice. Exclude Tax Policy Select the tax policies to exclude on the invoice. Tags Enter descriptive tags for the product.

Pricing Tab FIELD DESCRIPTION Unit Cost Enter the cost of the unit from the supplier. Currency Select the currency from the drop-down box. Minimum Quantity Enter the minimum quantity. Maximum Quantity Enter the maximum quantity. Lock Price Check the box to prevent price changes on the invoice. Price Type Select the type of pricing. PRICE TYPE DESCRIPTION Fixed Select fixed if the price for each unit is the same for all quantities. Bracket Select Bracket if you want to offer a reduced price for buying a certain quantity. BRACKET DESCRIPTION Quantity Enter the quantity that must be purchased to qualify for the reduced price. Unit Price Enter the reduced unit price. Progressive Select Progressive if you want to have variable pricing depending on the amount purchased. Use the plus button to add additional price levels. For example, if 0-9 units are $5 each, and 10-19 units are $4 each, TimeTrex will use the price for each range and return an average price per unit. PROGRESSIVE DESCRIPTION Quantity Enter the lowest quantity for the range. Unit Price Enter the price per unit for the range. Unit Price Enter the regular price per unit.

 

Shipping Tab FIELD DESCRIPTION Weight Unit Select the unit for measuring the weight of this product. WEIGHT UNIT DESCRIPTION Ounces(oz) If the weight is measured in ounces. Pounds (lb) If the weight is measured in pounds. Grams(g) If the weight is measured in grams. Kilograms(kg) If the weight is measured in kilograms. Weight Enter the actual weight using the unit of measurement for weight. Dimension Unit Select the unit for measuring the dimensions of this product. DIMENSION UNIT DESCRIPTION Millimeters (mm) If the dimensions are measured in millimeters. Inches (in) If the dimensions are measured in inches. Centimeters (cm) If the dimensions are measured in centimeters. Feet (ft) If the dimensions are measured in feet. Length Enter the actual length using the unit of measurement selected for dimension. Width Enter the actual width using the unit of measurement selected for dimension. Height Enter the actual height using the unit of measurement selected for dimension. Origin Country Select the country of origin. Tariff Code Enter any tariffs. Customs Unit Value Enter the value of the unit for customs.