Contents

Adding SKU to the Product: A Step-by-Step Guide

1. Go to the Operations module.

Click on Operations

2. Within the Inventory section, go to ‘Products’ on the left menu.

Click on Products

3. Select either add a new product on top right or choose an existing product in which you wish to add an SKU.

Click on Sample Product 1

4. Navigate to the SKU tab on top.

Click on SKU

5. Click on the ‘Add’ icon to start adding SKU to this product.

Important Note: To add multiple SKUs, you need to add ‘Attribute Policy’ to the product.

Learn how to add and apply attribute policy to a product.

Click on basic:icon-ico-add

6. Enter the SKU Name, SKU ID, and UPC/Barcode details in the SKU Details tab. SKU name has to be unique and SKU number is system generated for unique identification of the SKU.

Click on SKU

7. Enter the ‘Attribute’ details in the Attributes tab. These keys are based on the attribute policy assigned to the product.

Click on Attributes

8. Enter the product pricing details in the pricing tab.

Click on Pricing

9. Upload SKU images in the images tab. Click on the ‘Add Image’ option to start adding images. Up to 5 images can be added here. If no image is added, the SKU will reference the product image in Quotes and Jobs.

Click on Add Image

10. You can upload the image either from your local system, Dropbox, or Google Drive.

Click on Upload

11. Click on done to add the image

Click on Done

12. In the stock information section, enabling backorders allows customers to make purchases even if the product is currently out of stock.

Click on Backorder maximum quantity

13. In JackTrade, regular products come with fulfillment options.

a. Local Fulfillment – Local Fulfillment flags need to be enabled if you want this item to be fulfilled in only the same business location as that of the associated quote or job.

b. Split Fulfillment – Split Fulfillment allows you to fulfill the products partially from different business locations.

Click on fulfilment

14. Configuring order details enables you to specify the order quantity set, minimum orderable quantity, and maximum orderable quantity.

Click on Allowed order quantity set

15. Assign the appropriate business location to the product, and establish the low stock quantity alert, as well as the available and unavailable quantity alerts from the stock for the business location.

Click on Business Location

16. In the Supplier tab, associate the supplier with the product SKU by selecting the assign supplier icon and entering the required information in the provided fields.

Click on Supplier

17. Click on the ‘Save’ button on the top right to add the SKU.

Click on Save

18. After clicking on ‘Save,’ you will be presented with two options: ‘Add SKU Only’ or if you want to activate the product as well after adding the SKU. Select whichever option fits best as per your business needs.

Click on You are ...

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