Initial Set Up – Products And Services

Purpose: To create records within Stock Control for Stock/Product items and Services ready to enter opening stock and process transactions.

Preparation:

• Review your current product codes and descriptions for consistency and duplication and amend data.
• Decide on Product Code format and structure.
• Prelude Desktop Products allow up to 16 characters for each Product Code.
• List out the Product Codes you will need.
• Decide on the format to be used for Product and Service descriptions.
• Decide whether slow moving or obsolete items need to be transferred.
• Create Product & Service Codes – see Create & Edit Products and Services, Import Products, Services and Assemblies Data.

Enter the data – Enter the descriptions & details of any Products, Services or Descriptions you may wish to use – see Create & Edit
Products and Services.

or Import the Data
If you have a large amount of Products & Services data which you can convert to a spreadsheet format, you may be able to import it with our CSV Import tool rather than enter it manually – see Import Products, Services and Assemblies Data.