Supply Lens

How do I add a new product to Supply Lens?

Add a Product

Create a Product with its name, default unit, tax code, fulfilment Location and main codes, ready for orders to match against it.

About 4 min

At the end of this guide you will have a Product in Supply Lens that incoming orders can be matched to, with the defaults Supply Lens uses when an order leaves something out.

Before you start

  • If you want to choose a default unit of measure, add your units first. See Add Units of Measure.
  • If you want to choose a default fulfilment Location, the Location must already exist. See Add a Location.
  • Have your SKU and barcodes to hand, exactly as they appear in your ERP or inventory system.
  • Adding lots of Products? Use Import Products in bulk instead.

Steps

  1. Open Settings → Reference data → Products.
  2. Click + ADD in the top-right to open the Add new product window.
  3. Enter the Name. It is the only mandatory field.
  4. Fill in any other fields you have to hand (see the table below).
  5. Finish with one of the two buttons:
    • CREATE saves the Product and closes the window. You can edit it later.
    • CREATE AND EDIT saves the Product and opens the Edit Product screen, where you can add prices, more identifiers and conversions straight away.
NameThe Product's name. Mandatory.
DescriptionA longer description of the Product.
Default unit of measureThe size the Product is sold in by default. An order line that arrives without a unit of measure is treated as this unit size.
Tax codeUsed when an order arrives without tax information.
Default fulfillment locationThe Location the Product ships from if no Location is provided. The Location must already exist.
SKUYour stock keeping unit code, as it appears in your ERP or inventory system.
GTIN-13The 13-digit barcode, usually for the single consumer unit.
GTIN-14The 14-digit barcode, usually for the case or outer.

Watch out

Enter the SKU exactly as your item master holds it, including capitals, hyphens and leading zeros. HT-HOUSE-250 and ht-house-250 can be treated as different codes.

Check it worked

  • The Product appears in the list on Settings → Reference data → Products. Search for it by name, or filter the list by its SKU or barcode.
  • You can also press / anywhere in Supply Lens and type at least three characters of the name or SKU. Products show their SKU in the search results.
  • On the next Document that names this Product, its line shows a green tick.

If something goes wrong

  • The Location or unit you want isn't in the drop-down. It hasn't been added yet. Add it, then edit the Product.
  • Orders still fail with "a product with this Id or code does not exist". The code on the order doesn't match the Product's codes. See Fix: product does not exist.
  • A partner uses its own code for this Product. Add it as an identifier. See Add a partner product code.