Add New Product to Catalog from Purchasing

Asset Management allows administrators to add new products to the Product Catalog directly from the “Purchasing” page. This process is commonly used when adding products to a purchase order that do not yet exist in the catalog. During setup, you can define key product details such as product number, product name, manufacturer, model, product type, area, SKU, model end-of-life, projected life, suggested price, serial requirements, and tracking options.

Add a New Product to the Catalog from a Purchase Order

1. Navigation:
2. Admin View
3. Purchasing

1. On the top navigation bar, click Purchasing.
2. Filter the “Purchasing” grid to locate the appropriate purchase order.
3. Click the purchase order row to expand it.
4. In the “Products” tab, click Add Record.

5. Click Search to look for an existing product. The “Search Products” window opens.

   

6. If the product is not found, click Add New Product. The “Create New Product” window opens.

   

7. The “Product Number” is autogenerated. Complete all required fields (indicated in red).
8. Enter a unique Product Name (for example, Manufacturer + Model).
9. Use the Edit icon next to drop-down fields to add new values (such as “Manufacturer,” “Product Type,” or “Area”) if needed.
10. Enter the remaining product details as required by your district.
11. Click Save to add the product to the catalog and return to the purchase order.