Setting Up Your Product Manager

<- Return to Invoice Settings

The Product Manager is used to track all of the goods and services your business offers.

The first time you come here it'll be empty, but we're going to change that pretty quickly. Click "Add New" from the upper-right corner to create a new product.

One of the first things you may notice, if you look at the drop-down menu under where it says "Add New Product", is that by default you're brought to the "Stock Product" version of this page. Stock Products are anything physical your business sells - things you stock.

The other options are Service Product and 3D Printing Material. Service Products refers to the services your business offers - design time, manufacturing time, etc. You'll notice that for Service Products, the "Reorder Link", "Minimum Threshold", and "Maximum Quantity" fields will disappear. This will also happen if you check the "Unlimited" box on Stock Products or 3D Printing Materials, and you'll probably want to check that box in most cases with Service Products.

Once your product is created you cannot edit the product type, so make sure that you select the correct one.

3D Printing Material is used to track the materials used with the AutoQuoter. This Product type has extra fields for Density and Diameter, with the latter only being necessary for 3D printing filament (you can leave it blank or enter 0 otherwise).

There's a number of fields, so we'll just run down each one in order:

Name - This is the name which you'll see when adding this product to an invoice, and which will be displayed to your customers on said Invoice. Keep in mind that you cannot change the name of your product when generating an invoice. Limited to 60 characters max.

Unit - The way this product is measured when you purchase it, or the way you'd like to measure it in the case of service products. This can be changed when you generate an invoice, which will automatically update the price according to the conversion.

Cost Per Unit - The price you pay per unit for this product.

Description - This description will show up alongside the name when adding this product to in invoice, and can be changed when generating said invoice. There's no character limit, but we recommend keeping it short so that the invoice doesn't get too long.

Category - Suggested categories for your products are things like "Boxes", "Filament", etc. This will help you sort your products in the future, once you've got a lot of them stored. If you don't have any categories yet, or you'd like to make a new one, select "Add a New Category" from the drop-down. Enter your category, and then click the little "+" button next to the entry field to save that category. Keep in mind that categories cannot be deleted at this time, so watch your spelling!

Retail Price - This is the price this product will be offered for per unit when generating an invoice. If you entered the cost per unit and you've got a saved Base Markup Rate from when you went through the First Run Experience or Invoice Settings, you'll find that the Retail Price will be automatically calculated. If you change this price, you'll also see the adjusted markup rate calculated above the entry field.

Quantity - This is the amount of the product you have in stock. The quantity will reduce every time an invoice is generated, whether or not it's paid for, so be sure to adjust your quantity if an invoice is voided or a product is returned. You can also check the "Unlimited" box, which will make the "Reorder Link", "Minimum Threshold", and "Maximum Quantity" fields disappear on Stock Products or 3D Printing Materials, along with making it so that you cannot run out of this product.

Reorder Link - Adding a link to this field will give you an easy way to get directly to your supplier's purchasing page when your stock is running low.

Minimum Threshold - This is the threshold at which you'd like to reorder this product. If your quantity drops below this amount, you'll see a yellow exclamation point next to the quantity on the product's page.

Maximum Quantity - This refers to the maximum amount of this product you can or would prefer to stock. If you're working with a team and someone else does the ordering, this is a useful reminder to not order too much.

Density - In order for the AutoQuoter to work with your 3D Printing Material, it needs to know the material's density. This will help with conversions, in case you purchase your material in kilograms but you'd like to price your 3D printing services in cubic centimeters.

Diameter - This is only necessary when you're working with a 3D Printing Material which is a filament. By letting the AutoQuoter know the diameter of the filament, it can put that together with the density to do conversations in the case you purchase your material in kilograms but you'd like to price your 3D printing services in inches of filament. If your material is not a filament, you may leave this blank or enter 0.

Example Invoice Line - This will give you the opportunity to play with the conversions. Change the quantity and the unit and see the adjustments being made so that you can make sure that your pricing is correct.

At the bottom of the page, use the Upload Images section to add pictures of your product. These are just for you, so feel free to add schematics or other reference images to keep them on file and linked with this product. Once uploaded, files can be re-downloaded or deleted.

Once everything is filled out, you've got a few options in the upper-right corner. You can click "Cancel", deleting this entry, "Save", saving the product and bringing you to the product's page, or "Save & Duplicate". The last option will save the product, then bring you back to the Add New Product screen with "Copy of" before the name of your product. This is an easy way to make multiple similar products at once - for instance, if you have a number of different colors of ABS.

That's all you'll need to know to get your products into your OS - to learn more about this feature, check out the page on the Product Manager.

If you're a 3D printing service provider, the AutoQuoter might be of use to you, and you'll want to take a look at Setting Up Your AutoQuoter. If you'd like to use a phone number besides your personal one for your business, take a look at Setting Up Your VoIP Phone. If you'd like to add a profile image, check out Setting Up Your Account. Otherwise, if you've already gone through all of the other steps to Setting Up, it's time to start Using MakerOS and taking on projects!

If you still have any questions, drop us a line at support@makeros.com and we'll be happy to help!

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