Products view allows user to create record of product’s (master) details and view it’s accounts settings. User can also see price lists associated with the product and usage. Below actions are available under “Products”:

Samooha icon2  View the list of products by Account Category, Brands and Market

Samooha icon2  Create, edit and delete products.

Samooha icon2  Copy and close the product

Samooha icon2  Import master product(s)




Field Name
Mandatory Information
Part Number Code that uniquely identifies the product


WMS Code


Product Name Name of the product


Product Type Select the type of product:

  • Item / Article
  • Service / Charge
  • Made To Order (for delivery order to customer)


UOM Type of the item – Unit of Measure


Category Select the category of the product


Bar Code Bar code number


HS Code


Customs Duty Select the duty’s fees if there is any apply to the product


Product Brand Select the brand of product


Market Category Select the market category


Length (cm) Self-explanatory


Width (cm) Self-explanatory


Height (cm) Self-explanatory


Weight (kg) Self-explanatory


Trade Type Select trade type: Sales, Purchase, or both


Country of Origin

The country of manufacture or production where the product comes from.


Available From Start date of the product


Discontinue From End date of the product


Replacement For Self-explanatory


Replaced By Self-explanatory


Description Additional information for the product


Has Bill of Materials Tick the checkbox, if the item is a BOM / assembled product


Is Active

Tick the checkbox, if the product is active in the system and in use.



Create New Product:

1. Click on “Create New Product” at the top right of screen of “Products List” tab, it will open “Product Details” tab with empty form


2. Fill up product’s information on the top half of screen.


There are 3 product types:

  • Item / Article: item type that may have both revenue and / or expense
  • Service / Charge: service / charge rendered to customer / by vendor
  • Made To Order: manufactured type of product, made order to be deliver to project customer


3. Click “Save” button at the bottom right side of screen to save

4. On “Pricing” tab, any price lists associated with the product will be automatically shown here when the price list was created, e.g. “Sales Price List”, “Purchase Price List”, etc.


5. Accounts settings for the product will be shown on “Account Setting” tab, these define the accounts to use for posting of sales & purchase transactions for this product


6. If the product is an assembled product type (“Has Bill of Materials” checkbox was ticked),“BOM” tab will be available for selection to add the BOM items (product’s parts). Enter the product’s info and click plus_button button to add the product into the BOM list for product assembly.

7. On “Assigned Branches” tab, a default branch (e.g. HQ) has been automatically assigned for the new product. To assign another branch for the product, select available branch from the bottom left table and click ” assign_button ” button in middle of screen


8. Click on “Notes / Attachments” tab at the middle of screen to add notes or files attachment for the product

9. On “Stock” tab, the stock’s availability and movement will be updated automatically once there is any movement to the product’s inventory.

10. On “Usage” tab, the usage of the product will updated automatically if there is any usage for BOM / product assembly.

11. Click on “Confirm Product” button at the middle of the screen to confirm the item.

12. Optional: Click on “Copy Product” button at middle of the screen to quickly create a copy of product record.


13. User can close or reopen a product record. However, user is not allowed to edit product information when the product record is closed. Click on “Close Product” or “Reopen Product” button at middle of the screen in order to close or reopen the product.


Update Product Details:

1. On “Products List” tab, double click on product to be updated, it will bring up the details on “Product Details” tab for the selected product.

2. Make change(s) on the product’s information

3. Click on “Save” button at the bottom of screen to save

4. Click on “Revert” button at the bottom of screen or refresh icon at the top of the screen to roll back the changes


Delete Product:

1. On “Products List” tab, double click on product to be deleted, it will bring up the details on “Product Details” tab for the selected product.

2. Click on “Delete” button at the bottom of screen

3. Click on “Yes” button on the pop-up window to confirm record deletion

Products - delete


View and Search for Product Details:

1. Click on “Product List” tab at the bottom of screen

2. Enter search parameter to filter the result, i.e. type in which product to search for in the “Product” text field box or select from drop-down list

Products - List marked

Samooha icon2  Only Active Products

Samooha icon2  Only Inactive Products

Samooha icon2  Both Active / Inactive Products

Samooha icon2  Only Non Assembled Products

Samooha icon2  Only Assembled Products

Samooha icon2  Assembled / Non Assembled Products

Samooha icon2  Product Details

3. Result can be sorted alphabetically by clicking the fields’ columns

4. Double click on product to view full details of the product, it will bring up the details on “Product Details” tab for the selected product

5. In the products list view if you select a product (row) and right-click on the mouse, a menu will pop-up with options available for the selected product

Products - List - options

The users will have the following options:

Samooha icon2  Show Product Details

Samooha icon2  Show Product Sales Analysis

Samooha icon2  Show Product Purchase Analysis

Samooha icon2  Show Product Register

Samooha icon2  Show Product Ageing Register

Samooha icon2  Move to Another Category

Samooha icon2  Make Selected Product(s) Active

Samooha icon2  Make Selected Product(s) Inactive

Samooha icon2  Delete Product(s)

Samooha icon2  Confirm Product (if product status is drafted / not yet confirmed)

Samooha icon2  Mass Product Update