Product

How to Export products

Export products from the products list view

• Select the products which you want to export

• Click on Action -> Export

  • It will show you the popup you can select the products fields from the list which you want to export the data

  • If you want to import that data after doing some changes then please check mark on I want to update data (import-compatible export) 

  • Choose Export format(file format) type Excel or CSV

  • Clicking on the Export button will give you data in the respective file format.

  
  

How to import Products with Categories and Variants

Import templates are provided in the Import Tool of the most common data to import (contacts, products, bank statements, etc.). You can open them with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, etc.).

How to customize the file

• Remove columns you don’t need. However, we advise you to not remove the ID column (see why below).
  

• Set a unique ID to every single record by dragging down the ID sequencing.
  

• Don’t change the labels of columns you want to import. Otherwise, FoyCom won’t recognize them anymore, and you will have to map them on your own in the import screen.
  

• Feel free to add new columns, but the fields need to exist in FoyCom. If FoyCom fails in matching the column name with a field, you can match it manually when importing by browsing a list of available fields.

Why an “ID” column?

The ID is a truly unique identifier for the line item. Feel free to use one from your previous software to ease the transition into FoyCom.

Setting an ID is not mandatory when importing, but it helps in many cases:

• Update imports: you can import the same file several times without creating duplicates.

• Import relation fields (see here below).

How to import relation fields

A FoyCom object is always related to many other objects (e.g., a product is linked to product categories, attributes, vendors, etc.). To import those relations, you need to import the records of the related object first from their own list menu.

You can do this using the name of the related record or its ID. The ID is expected when two records have the same name. In such a case, add ” / ID” at the end of the column title (e.g., for product attributes: Product Attributes / Attribute / ID).

Create product

You can add or update information about a product such as its price, variants, and availability from the Products page in your FoyCom.

Add a new product

• Go to Sales -> Product -> Product menu
  

• Click on Create button
  

• Enter the products details
  

  • Enter General information like Product type, Barcode, Internal Reference, Units of measure, Sales price, Cost, Add image, etc...

  • If product have variants then choose the different variants from the Variants tab
    

  • Set website categories in eCommerce tab
    

  • Add vendor price details in Purchase tab

  • Enter the tracking info, Routes in inventory tab
    

  • After all data is added, Click on Save the product.
    

Product Configuration

Activate the variant feature

Before you can use product variants, you must first activate the product variants in the settings. To do so, you must go to the Sales app. In the menu Configuration ‣ Settings , locate the Products Variants line, and tick the option Products can have several attributes , then click on Apply .

Creating products with variants

Once you have activated the variant option, you can add variants to your products. To do so, go to the Sales module, Sales ‣ Products. It is also accessible from the Purchase and inventory modules.

Now, click on the product you wish to add variants to.

In the product page, a new tab called Variants has appeared. The number in purple written on top is the number of variants this product currently has. To add new variants, click on the tile. In the new window, click on Create.

In Attributes, click on the rolldown menu and select the type of variance you wish to add. If the variant does not yet exist, you can create it on the fly by clicking on Create and edit…, also can set attribute values same as the attributes.

You can add a cost for the variant on the fly by adding it in the Attribute Price Extra field, or choose to modify it later. Click on Save.

You can also add a different barcode and internal reference to the variant.

When you have entered all the specifications of the variant, click on Save.

Managing Product Variants

Introduction

The examples below are all based on this product template that has two variant attributes :

• T-Shirt B&C
  

  • Color: Red, Blue, White
    

  • Size: S, M, L, XL, XXL
    

Setting a price per variant

You can add a cost over the main price for some of the variants of a product.

Once you have activated the variant option, you can add variants to your products. To do so, go to the Sales module, open Sales ‣ Products and click on the product you want to modify. Click on the Configure Variants button to access the list of variant values. 

Click on the variant name you wish to add a value to, it will open the record, to make the 3 fields editable. In the Attribute Price Extra field, add the cost of the variant that will be added to the original price

When you have entered all the extra values, click on Save.

Manage Product Using product variants

Product variants are used to manage products having different variations, like size, color, etc. It allows managing the product at the template level (for all variations) and at the variant level (specific attributes).

As an example, a company selling t-shirts may have the following product:

• B&C T-shirt

  • Sizes: S, M, L, XL, XXL

  • Colors: Blue, Red, White, Black

In this example, B&C T-Shirt is called the product template and B&C T-Shirt, S, Blue is a variant. Sizes and color are attributes.

The above example has a total of 20 different products (5 sizes x 4 colors). Each one of these products has its own inventory, sales, etc.

Impact of variants

• Barcode:   the code and barcode is associated to a variant, not the template. Every variant may have its own barcode / SKU.
  

• Price:  every product variant has its own public price that is computed based on the template price ($20) with an optional extra for every variant (+$3 for color red). However, you can define pricelist rules that apply on the template or the variant.
  

• Inventory:  the inventory is managed by product variant. You don’t own t-shirts, you only own “T-shirts, S, Red”, or “T-Shirts, M, Blue”. For information purposes, on the product template form, you get the inventory that is the sum of every variant. (but the actual inventory is computed by variant)
  

• Picture:  the picture is related to the variant, every variation of a product may have its own primary picture.
  

• Other fields:  most of the other fields belong to the product template. If you update them, it automatically updates all the variants. (example: Income Account, Taxes)
  

Should you use variants?

When should you use variants?

Using variants has the following impacts:

• eCommerce:   in your online shop, the customer will only see product templates in the catalog page. Once the visitor clicks on such a product, he will have options to choose amongst the variants (colors, sizes, …)
  

• Manufacturing:  Using variants allows defining only one bill of material for a product template and slight variations for some of the variants. Example: instead of creating a Bill of Material for “T-shirt, Red, S”, you create a bill of material for “T-shirt” and add some lines that are specific to the dimension S, and other lines specific to the color Red.
  

• Pricing:   The default price of a product is computed using the price of the product template and add the optional extra price on each dimension of the variant. This way, variant prices are easier to maintain since you don’t have to set the price for every variant. However, it’s possible to create pricelist rules to fix price per variants too.

When should you avoid using variants?

Using variants may add a level of complexity on the way you use FoyCom. You should consider using variants only if you need it to reduce the complexity of managing lots of products that are similar.

As an example, importing your initial product catalog is more complex if you use variants. You can’t just import a list of products, you must import product templates and all their related variations.

In addition to that, you should also carefully select the dimensions that you manage as separate product templates and those as variants. As an example, a company having these products:

•    Quality: T-Shirts, Polos, Shirts
  

• Color: Red, Blue
  

• Size: S, M, L, XL
  

In such a use case, you could create 1 template with three dimensions of variants (Layout, T-Shirts, Polos). But, it’s recommended to create two different product templates as T-shirts may highly differ from polos or shirts and customer expect to see these as two different products in the e-Commerce:

• Product Template: T-shirt
  

  • Color: Red, Blue
    

  • Size: S, M, L, XL
    

• Product Template: Polos
  

  • Color: Red, Blue
    

  • Size: S, M, L, XL

Inventory Management

Location Management

Multiple location enable from the Inventory -> Configuration -> Settings

A  Warehouse  is the actual building/place in which your items are stocked. You can setup multiple warehouses and create moves between warehouses.

A  Location  is a specific space within your warehouse. It can be considered as a sublocation of your warehouse, as a shelf, a floor, an aisle, etc. Therefore, a location is part of one warehouse only and it is not possible to link one location to multiple warehouses. You can configure as many locations as you need under one warehouse.

There are 3 types of locations:

1. The  Physical Locations  are internal locations that are part of the warehouses for which you are the owner. They can be the loading and unloading area of your warehouse, a shelf or a department, etc.
   

2. The  Partner Locations  are spaces within a customer and/or vendor’s warehouse. They work the same way as Physical Locations with the only difference being that you are not the owner of the warehouse.

3. The  Virtual Locations  are places that do not exist, but in which products can be placed when they are not physically in an inventory yet (or anymore). They come in handy when you want to place lost products out of your stock (in the  Inventory loss ), or when you want to take into account products that are on their way to your warehouse ( Procurements ).
   

The locations are structured hierarchically. You can structure your locations as a tree, dependent on a parent-child relationship. This gives you more detailed levels of analysis of your stock operations and the organization of your warehouses.