Product Module Administration¶

Administrator configuration for the product catalog.

Configuration Overview¶

Area	Description
Tax Classes	VAT rate management
Categories	Product catalog hierarchy
Measure Units	Unit configuration
Pricing Strategies	Pricing setup
Permissions	Access rights

Tax Classes¶

Tax classes simplify VAT handling for products.

Creating a Tax Class¶

Menu: Administration → Product → Tax Classes

Field	Description
Name	Class name (e.g., "Standard 21%")
Rate	VAT percentage
Description	Usage notes

Recommended Tax Classes¶

Standard Rate      → 21%  (most goods)
Reduced Rate       → 15%  (food, books)
Second Reduced     → 10%  (medicine, baby food)
VAT Exempt         → 0%   (export, exempt items)

Bulk Assignment¶

To assign a tax class to multiple products:

Open product list
Select products (checkbox)
Click Mass Update
Select Tax Class
Save changes

Product Categories¶

Hierarchical organization of the product catalog.

Category Structure¶

Electronics (order: 1)
├── Computers (order: 1, parent: Electronics)
│   ├── Laptops (order: 1, parent: Computers)
│   └── Desktop PCs (order: 2, parent: Computers)
├── Phones (order: 2, parent: Electronics)
└── Accessories (order: 3, parent: Electronics)

Category Configuration¶

Field	Description
Name	Category name
Parent	Parent category
Order	Position in list
Description	Category description
Teams	Access permissions

Moving Products Between Categories¶

Open the product
Change the Category field
Save

For bulk moves: 1. Product list → select products 2. Mass Update → Category 3. Confirm change

Measure Units¶

Configuration of measurement units for products.

Standard Units¶

Unit	Description	Usage
pcs	Pieces	Discrete products
m	Meters	Length materials
m²	Square meters	Area materials
m³	Cubic meters	Volume materials
kg	Kilograms	Weighed products
l	Liters	Liquids
hrs	Hours	Services

Adding Custom Unit¶

Menu: Administration → Entity Manager → Product → Fields → measureUnit

Open the measureUnit field
Add new option
Save changes

Measure unit is immutable

After creating a product, the measure unit cannot be changed.

Pricing Strategies¶

Configuring Pricing Types¶

The system supports the following pricing strategies:

Type	API Value	Description
No Price	`No Price`	No automatic pricing
Fixed Sales Price	`Fixed Sales Price`	Manual entry
Markup over Cost	`Markup over Cost`	% over cost
Profit Margin	`Profit Margin`	% of sales price
Same as Cost	`Same as Cost Price`	No profit
Purchasing Coefficient	`Purchasing Coefficient`	Cost from sales
Sales Coefficient	`Sales Coefficient`	Sales from cost

Default Pricing Strategy¶

To set the default strategy for new products:

Menu: Administration → Entity Manager → Product → Fields → pricingType

Set the Default value.

Automatic Price Recalculation¶

When cost price changes, sales price is automatically recalculated for strategies: - Markup over Cost - Profit Margin - Sales Coefficient

Permissions¶

Roles and Access¶

Permission	Description
Product	Product management
ProductCategory	Category management
ProductSerial	Serial number management
ProductSupplierItem	Supplier item management
Ean	EAN code management
TaxClass	Tax class management

Role Configuration¶

Menu: Administration → Roles → [select role]

Example settings for Warehouse Worker:

Entity	Read	Create	Edit	Delete
Product	own	no	no	no
ProductSerial	own	yes	yes	no
ProductCategory	all	no	no	no

Team Permissions¶

Products and categories can be restricted to specific teams:

Set Teams on product/category
Users outside the team won't see the product

Entity Layout¶

Customizing Product Form¶

Menu: Administration → Layout Manager → Product

Available layouts:

Layout	Description
Detail	Record view
Detail Small	Compact view
List	Product list
List Small	Compact list
Mass Update	Bulk update
Filters	List filters

Hiding Fields¶

To hide unnecessary fields:

Open the appropriate layout
Drag fields to Disabled section
Save changes

Adding Custom Fields¶

Menu: Administration → Entity Manager → Product → Fields

Click Add Field
Select field type
Configure properties
Add to layout

Automation¶

Product Workflows¶

Examples of automatic actions:

Low Stock Alert:

Trigger: After product save
Condition: Available qty < Min. stock qty
Action: Send notification to assigned user

Automatic Price Approval:

Trigger: After sales price change
Condition: Change > 10%
Action: Request manager approval

Scheduled Jobs¶

For recurring tasks use scheduled jobs:

Warranty expiration checks
Supplier price updates
External system synchronization

Import and Export¶

Importing Products¶

Supported formats: CSV, XLSX

Required fields: - name - Product name - type - Type (Warehouse Item / Service) - measureUnit - Measure unit

Optional fields: - referenceIdentifier - SKU - category - Category name - costPrice - Cost price - salesPrice - Sales price - taxClass - Tax class

Exporting Products¶

Open product list
Apply necessary filters
Click Export
Select fields for export
Choose format (CSV/XLSX)

Integration¶

API Access¶

Product entities are available via REST API:

GET /api/v1/Product
GET /api/v1/Product/{id}
POST /api/v1/Product
PUT /api/v1/Product/{id}
DELETE /api/v1/Product/{id}

Supplier Strategies¶

The module implements supplier selection strategies:

LowestPriceStrategy - lowest price
LowestPriceWithDeadlineStrategy - price + delivery time

Configuration in Tools/ProductSupplier/Strategies/.

Troubleshooting¶

Cannot Delete Product¶

Cause: Product has relationships to other records

Solution: 1. Check warehouse items 2. Check serial numbers 3. Check orders/invoices 4. Remove or move relationships

Price Not Recalculating¶

Cause: Incorrect pricing strategy

Solution: 1. Verify product pricing type 2. Check cost price is filled 3. Check markup/margin/coefficient value

Cannot Assign EAN Code¶

Cause: Duplicate EAN

Solution: 1. Search for existing EAN 2. Verify code correctness 3. Edit or delete duplicate if needed