Products are the foundation of your business. The Routeique™ Digital Control Tower allows you to create and manage a comprehensive list of your products and build price plans for those products. This product list is foundational to managing orders, delivery, inventory and more through the Routeique™ platform.
If you would prefer to watch a video on how to manage products in Routeique™, you can click on the video below. Otherwise, continue reading for more detail!
Create a New Product
To create a new product, go to 'New Product' under the Product menu.
You will be brought to the Create New Product page. You will notice there is a red alert at the top of the page. The alert is here to inform you that new products are not, by default, inventory managed. If you want to manage your inventory for this product by using the inventory management system, you can choose to enable inventory for this product. To learn more about the benefits of managing inventory for your products, review our inventory management user guides.
In the Product Settings section, you have several important decisions to make about this new product:
- Product Order Portal Status: This toggle allows you to enable this product for sale on the Customer Order Portal so your customers and sales reps can place orders containing this product.
- Price by Weight: If your product is priced by weight, for example, $5.00/kg, you'll want to set this flag to Yes. If your product is priced by units, for example, $20.00/case, you'll want to set this flag to no.
- Product Type: There are two product types: Default (all saleable products) and Admin Fee (fees such as a delivery surcharge). Admin Fees will not show up with the rest of your products in the main table of your invoice. They will show up in the totals table of your invoices.
- Sale of Partial Cases: This flag allows you to choose whether you will allow for the sale of partial cases. Set this to Yes if you want to enable your team to sell 2.5 cases, for example, or set this to No, if you're going to allow for only full cases like 2 or 3 units for instance.
The General Information section collects more details about this product.
This section includes:
- Title: This is the product title that you want displayed to your internal team and your customers. This will appear on all interfaces and documents that feature this product.
- Product Code: This is a unique identifier that you set for each product. This code will be displayed alongside the product title throughout the system and on all documents featuring this product.
- Price: This is the default price for this product. This is the price that your customers will pay for this product if they aren't on a specific price plan or have specific prices set for their customer account.
- Cost: This is the cost of this product to your business. This product cost is used in comparison to the price to generate valuable reports on your margins.
- Deposit: This field allows you to set a deposit for this product that will automatically be added to all orders for this product. If this product does not have a deposit, enter $0.00.
- Levy: This field allows you to set a levy for this product that will automatically be added to all orders for this product. If this product does not have a levy, enter $0.00.
- Product Tax Class: This field allows you to specify whether you want your tax applied to this product on your orders. It's important to note that you can also override the product level tax class by specifying a customer level tax class on the customer management interface.
- Vendor: Select which vendor supplies you with this product. If you have not set up a vendor for this product, you can find the guide for that here.
This Product Size section allows you to configure the size of this product.
This section includes:
- Case Size: Set how many units are in a case. So for example, if you are selling a case containing 12 chocolate bars, you would set this to 12.
- Size: Set the size of each unit. So for example, if each chocolate bar in the case is 125g, you would set this to 125. If you are selling this product by weight and not by unit, this becomes the weight that's used for your product price calculation. So in this case, if price is $5.00 and size is 125g, this product would be sold for $5.00/125g.
- Size Units: Set what units the size is in. So from the above example, if each chocolate bar weighs 125g, you would set this to g.
In the Additional Data section, you can fill out supplementary data about this product.
This includes the following fields:
- Product UPC: This is an optional field where you can enter the products UPC. The UPC will be displayed throughout the inventory management process if you set it here.
- Brand Name: This is an optional field that allows you to set a brand for this product. This is for your internal records and is not displayed to the customer during the order management process.
- Production Dimensions: These are optional fields to allow you to enter the dimensions for this product.
- Finance Integration Code: The Finance Integration Code will be automatically generated if this product is linked through the Financial Hub. The system will create a code consisting of a category, the vendor name, and the product code, such as this one: Sales:Daleep'sGoods:FB008.There is no need for you to enter anything in this field manually.
- Total Weight: The total weight is a category that is dedicated to holding a sum of both the product weight and the package the product will come in. It is not essential to fill out this field if your product is managed by weight, but it is recommended to get an accurate weight report if you're not using the price by weight function. To view an example of price by weight, check out our Add and Edit Orders guide.
- Additional Codes: This feature allows you to associate one or more other product codes for your records. This can include specific vendor codes or tax codes that you want to store. To add a code, click the green plus sign beside the title and you will be able to type a Code Name and the value for the Code, itself. You can remove a code at any time by clicking the red omission button.
- Tags: Tags are a tool that you can use to group products for reporting. For example, if you want to be able to pull a report of all beef products, you would create a tag called 'beef' and then associate that tag to all beef products. You could then view the 'Search by Tag' report to get a list of all products with that tag. You can also use tags to refine the results of the 'Combined Sales Report.'
Create a New Tag
You can also create a new tag from the products page if the tag you need does not yet exist. For example, if you want to create a 'beef' tag, you would start by typing in the tag name you would like to have. A list of available tags should appear, but if you don't see the tag you want, you can create one by typing the full name and clicking Enter. A confirmation box will ask if you'd like to create the tag. Click the checkmark.
The next step is to select a unique colour for the new tag by clicking on the black rectangle for colour options. Once you have clicked on the colour of your choice, the tag will be created and saved for future use.
Now, whenever you create a product that you want to associate with this tag, you can add the existing tag for it. If you try and add a second tag of the same name, you will be unable to do so as tags must be unique.
The Financial Hub section of the Product page includes a toggle for Financial Hub. Whenever this toggle is on, this product will be pushed to the Financial Hub and your accounting software. If you want all of your invoices for orders containing this product to sync to your financial software, you must have this toggle set to Yes.
If you would like to turn off the connection, switch the toggle to 'No.'
Finally, click the 'Save Product' button at the bottom of the page to finalize your product.
Edit an Existing Product
Once you've created your products, it's easy to edit them at any time. Go to the 'Search Products' page under the Products menu.
Use the search tool to find your product and click the green 'Search' button. When you find your product, click on the green Edit icon in the left-hand column to open up the Edit Product page. The page will open up in a separate tab.
[SEARCHING FOR REFRIED BEANS SCREEN SHOT]
Now you may change any of the parameters on the page of your product. If you no longer want this product to be available to order, you can now toggle the Product Status to Inactive. This is especially handy if you no longer carry a product or if your product is only available seasonally. Inactive products won't show up in searches. You will be unable to place purchase orders with them, and you won't be able to add more products to your inventory. Deactivating a product will not remove existing inventory for products that are inventory managed.
Lastly, print product labels for your items by checking off the items you would like to print labels for and clicking Print Labels button.
A new window will open where you can select the printer you would like to use and the quantity of labels you would like to print.
For help setting up your Zebra printer please click here. To set up default printing settings, navigate to Company Settings and click on the Printing tab.
Here select the label size and printer resolution supported by your printer.
Now that you've learned how to create and edit products check out our other product user guides: