Products

This is where we control our product information for products that we regularly transport for our customers.

You can use the Product Search box to find items in the Products list, enter the word you are looking for e.g. customer name and click on the magnifying glass icon to perform the search, each click of the icon will highlight the next instance of that word.

The product listed in the above screenshot as 999999 – Misc Product is a blank product, we have set this up so that when we create a job for an unregistered product we can use this and add the details at time of creating)

Click on New to add a blank line at the bottom of the table for new product to be entered

Input a Product Code for the Product and a Description of what the product is, the product code must be unique, if you have tried to create a duplicate product code this will pop-up a warning message and highlight the duplicates when you try to save the new item.

Scrolling along the table we will be able to see the following:-

Active	Tick this if the product is currently available for use, Non-Active products can be viewed by unticking the Hide Non-Active Products tickbox in the ribbon.
Service Type	Use if this product requires a specific service type e.g. Pallet Service, the drop-down box shows all Service Types that have been set up in Vehicles & Services/Service Types
Non Stock Item	Tick this box if the Product is not held in stock at the depot
Current Stock Qty	How many of this product there is currently in stock at the depot
Total Qty On Order	Number of products ordered but not yet in stock (awaiting delivery)
Weight per Item (kg)	How heavy each item is (used to determine load capacity when creating a Job/Trip)
Volume per Item (M³)	How big the item is (used to determine load capacity when creating a Job/Trip)
LM per Item (M²)	Footprint of the Item (used to determine load capacity when creating a Job/Trip)
Item Length (cm) Item Width (cm) Item height (cm)	Individual sizing for the item
Pieces per Item	How many packages constitute this product (e.g. flat packed furniture may come in multiple packages)
Non Stackable	Tick this if this product cannot be stacked (this will help when determining capacity during Jobs/Trips creation)
Estimated Weight	Tick this if the Weight per Item (kg) is an estimate
Customer	Use this drop-down box to allocate this product to a specific customer, this will ensure that this product cannot be selected when creating a Job for another customer
Customer Product Code	If the customers product code differs from the one that you have set in Journease then this is where to enter their product code to enable product matching.
Customer Product Description	The description of the product that the customer uses, again if different to your description it will allow for product matching.
Price Matrix 1/2/3	Use the drop-down boxes here to add a pricing matrix to this product, this will add this matrix to the Job price whenever this product is used.
Category 1/2/3	This is a free entry text box which allows you to further categorise your products e.g. chairs could be added with the following categories “furniture – Lounge - single seat” then a coffee table could be added to this category “furniture – Lounge – table”. This means that a search for furniture – Lounge categories would show both.
Pallet Product	Tick this box if the product is stored and transported using pallets
Create Sub PIDs	If a Product has multiple Pieces per Item, then ticking this box will create Sub PIDs for this product (PID /1, PID /2 etc)
Shelf Life Days	How many days can this product be kept on a shelf before spoiling, used for stock rotation purposes
Re-Order Level	When the held stock has dropped to this level the product needs to be re-ordered
Minimum Stock Level	The minimum amount of stock that needs to be held for this product (N.B. this should be less than the Re-Order level)
Unit Value	How much is this product worth

Once you have created a new item or have changed a current item remember to click Save to save the changes, this will also warn you of any errors e.g. duplicate codes, errors that are shown will need to be rectified before the table will save.

Once you have saved any changes, or if you have ticked/unticked the Hide Non-Active Products tickbox then you will need to click the Refresh button to see the changes.

The Allocate button is used to automatically allocate stock to Jobs. Clicking this button will first display a warning that, once done, this action cannot be undone (use carefully). If you are sure that you wish to proceed with automatic allocation then type AUTOALLOCATE into the textbox and click OK.