The product settings allow you to set up various aspects of the products the business sells such as product details and category, price and stock set up. The Product settings can be divided into the following sections.

• Product
• Product Category

Product

You can set up details such as product name and description, selling and purchase price, VAT and Intrastat, if applicable. To set up a product, complete the steps below.

1. Log in to Surf Accounts. The Business page appears.

2. On the Business page, locate the required business by completing either of the following steps.

• • • In the Search box on the top right corner, enter the name of the business fully or partially and click . The business summary will appear under the Select an Business heading.
    • The business summary is available under the Select an Business heading. If you cannot find it, at the bottom-right corner of the page, click 100 to increase the number of records to be displayed on the page. The business summary will be available under the Select an Business heading.

3. Under the Select an Business heading, click the name of the business. The Customers page appears.

4. On the Customers page, in the left panel, click Settings. The Settings page appears.

5. On the Settings page, under the PRODUCTS & STOCK heading, click Products. The Products page appears.

6. On the Products page, click [Add Product]. The New Product page appears.

7. On the New Product page, enter the following details.

FIELD	STEP
PRODUCT DETAILS heading
PRODUCT CATEGORY	Click to select a category or add a category on the fly by clicking New.
PRODUCT CODE	Enter the product code.
BAR CODE NUMBER	Enter the bar code number.
PRODUCT DESCRIPTION	Enter the product name.
Exclude from VIES	To exclude all transactions on this product from VIES calculations, tick. By default, the transactions are included.
Product Details tab	Product Details tab
SALES PRICE
PURCHASE PRICE	Purchase price per unit.
MARKUP %	Mark up percentage.
SALES NOMINAL CODE	Select a nominal code.
PURCHASE NOMINAL CODE	Select a nominal code.
SALES VAT RATE	Sales VAT rate.
PURCHASE VAT RATE	Purchase VAT rate.
LANDED COST	Landed cost.
LANDED MARKUP %	Landed mark up.
Show Popup Notification in Transaction	If you enter a short note in the ADD A NOTE TO THE PRODUCT field and then you include the product in an invoice, the note appears in a pop up every time you change row in the invoice.
ADD A NOTE TO THE PRODUCT	Add a note to the product.
Product Store Details tab: If you set up one or more stores, enter details of the stores.
Stock Level Details tab	To maintain stock levels, select Maintain Stock Level. Specify minimum stock level in the MINIMUM STOCK LEVEL box; reorder quantity in the REORDER STOCK LEVEL box and the optimum level at the OPTIMUM STOCK LEVEL box. You can do the same store-wise.
Intrastat Details tab	Intrastat Details tab
Exclude from Intrastat	To include all applicable transactions in INTRASTAT calculations, untick. If you untick, you need to enter other information, as given below. By default, it is excluded.
COMMODITY CODE	Select the commodity code under which the Intrastat reporting is done. Until community code is selected, placeholders remain disabled. The outcome of it is, when the report is exported or imported in CSV, the column is displayed.
NET MASS	Enter the net mass. The outcome of it is, when the report is exported or imported in CSV, the net mass is displayed. The outcome of it is, when the report is exported or imported in CSV, the net mass is displayed.
SUPPLEMENTAL UNITS	Enter the supplemental units. The outcome of it is, when the report is exported or imported in CSV, the supplimental units is displayed.
COUNTRY OF ORIGIN	Enter the Country Of Origin from the drop down The outcome of it is, when the report is exported or imported in CSV, the Country of origin is displayed.

You can group products or goods sold by businesses under user-defined categories for convenience. You can also modify or delete product categories.

Creating Product Category

To create a Product Category, complete the following steps.

1. Complete steps 1 to 4 of Product.

2. On the Settings page, click Product Categories. The Product Category window appears.

3. On the Product Category window, click [Add]. The Add Product Category window appears.

4. On the Add Product Category window, in the Add Category box, enter the Product category name and click [Save]. The product category is created.

Edit Product Category

When you edit a category that already has one or more products grouped under it, such product categories are updated. When you edit such categories, Surf Accounts needs your confirmation before applying the changes. To edit a product category, complete the following steps.

1. Complete steps 1 to 4 of Product.
2. On the Settings page, click Product Categories. The Product Category window appears.
3. On the Product Category window, click select the required product category and click [Edit]. The Edit Product Category window appears.

On the Edit Product Category window, modify the category and click [Save]. The category is edited.

If the category is in use, Surf Accounts requires your confirmation before editing the category.

Removing a Category

You are not allowed to remove a category already in use. To remove a category, complete the following steps.

1. Complete steps 1 to 4 of Product.
2. On the Settings page, click Product Categories. The Product Category window appears.
3. On the Product Category window, select the required product category and click [Delete]. The Confirmation Message window appears. On the window, click [Yes].

If the category is in use, you are not allowed to remove it.