Click Inventory Tab, click New Item.  You will be at the New Item Set up Screen.

Enter a Product #. The Product numbering convention is determined by client and should facilitate logical reference and organization of inventory items.  The Product # can be alpha-numeric.  The system does not allow duplicate Product #s.

Enter a product Name.

Select Order Cat (order category) from drop down.  The system default is “General”.  A specific order category may be required for some products, it is ok to set up a product in the general category and change it later.

Enter Max Qty per Order: The product can be set to allow a specific maximum quantity allowed to purchase per individual order. The default maximum quantity is set to “9999” per order.

Select Order Sub Cat (order subcategory) from drop down.  The system default is “None”.  A specific order subcategory may be required for some products, it is ok to set up a product in the None subcategory and change it later.

Select Shipping Exempt status from drop down.  The default is “No”, which means shipping charges will be applied to this item based on the shipping method selected for an order.  If “Yes” is selected, shipping charges will not be calculated on this product when included in an order.

Enter the Weight of the product.  It is only necessary to enter the product weight if you will be using weight based shipping charge methods.

Select Handling Exempt status from drop down.  The default is “No”, which means handling charges will be applied to this item based on the handling method selected for an order.  If “Yes” is selected, handling charges will not be calculated on this product when included in an order.

Select Tax Code status from drop down.  NTX – Nontaxable items will not be included for tax calculation when item is included in an order.  TX – Taxable items will be included for tax calculation when included in an order with a “Ship To” address in a state marked as Taxable.  (See Order section, Taxable States for more information.)

Select Group status from drop down.  Group products contain other products from the product list.  If you are setting up a group item, it is necessary to set up the non-group items first so they are available to add to group items.  Select “Yes” or “No”. A Group item cannot have multiple combinations.

Enter a Display Order for shopping cart Display Categories.  This setting allows you to control the order products are displayed in the shopping cart.  It is not necessary to enter a number to set up the product.  After your shopping cart is implemented, you can modify the display order to your preferences and settings can be changed any time, with real-time effect.

Enter a Reorder Level for which can be utilized within your Es100 > Reports > Inventory Reports > Items to ReOrder for inventory tracking purposes.

Enter a Limit Level to set a specific limit level for this item which will trigger the rule to follow when inventory counts hit this level set by you within the Es100 > Company > Es100 Setup > Inventory > Limit Level

Select Excluded Coupon. If YES, then Coupons cannot be used to pay for this product.

Select Excluded Credit Balance. If YES, then Distributor/Customer Credit Balances cannot be applied to this product.

Select Virtual Product. If YES, then this product will automatically be marked as shipped when ordered. (For Example – Monthly Fees, Services, Memberships etc.)

Select Exclude Subtotal. If YES, then this product will not count towards to Subtotal field in your Inventory/Orders Reports.

Country of Origin is used only for reporting purposes.

The Warehouse selection will default to “Warehouse1”.  This setting is used by clients that require multiple warehouse inventory and shipping management functions.  Implementation of multiple warehouse functions requires additional development.  Unless your company is set up for multiple warehouse functions, only “Warehouse1” will display.

Enter a Description of the product.  This description is displayed on the shopping cart when the product is selected.

Display Categories: A product can be displayed in up to five different display categories.  The display categories that have been established will show as options.

Mark appropriate “This inventory item can be seen from:” boxes.  The default setting is all.  To change, click on the box to toggle between a check mark and no check mark.  If the box is checked it can be seen and purchased from that area.

1) Shopping Cart (Website): This is the shopping cart on the website.  Products available to the public with customer prices would have this box checked.  Products such as sales tools would not, because those would typically be available only through the Extranet.

2) Extranet (Back Office): This is the shopping cart in the Extranet.  The Extranet shopping cart has products available at distributor rank prices, not customer prices.

3) Distributor Orders (Distributor Tab): These items are available for distributor orders entered through the ES 100.

4) Distributor Autoship/AMO (Distributor Tab): These items are available for distributor Autoship/AMO schedules entered through the ES 100.

5) Extranet Autoship/AMO (Back Office): If your company has an Autoship/AMO function in the Extranet, then these products would be available in the Autoship/AMO schedule shopping cart.

6) Customer Orders (Customer Tab): These products are available for customer orders entered through the ES 100.

7) Customer Autoship/AMO (Customer Tab): These items are available for customer Autoship/AMO schedules entered through the ES 100.

Click Save.  You will be at the product profile screen.