#Products and pricing

Everything you sell or buy is a product — a physical item you keep in stock, something you consume, or a service. A good product record means a quotation line is one click and prices, taxes and stock are right without anyone thinking about them.

#Three kinds of product

Choose carefully: a product's type can be changed only while it has no transactions.

#Creating a product

Sales → Products → New (Products also lives under Purchase and Inventory — it's one list). The editor is organised in tabs; General and Sales are enough to start. Adding a product needs Products — create and changing one Products — edit, from any screen, quick-create on a document line included.

#General

• Product name (and an Arabic name where you print bilingual documents), SKU (your code), Barcode (scans at POS and in receipts), Internal reference.
• Type, and the three flags Can be sold · Can be purchased · Can be manufactured — they decide which pickers the product appears in.
• Category — your grouping, also used by price-list rules and reports. Create categories inline.
• Unit of measure, plus a separate sale unit and purchase unit when they differ (buy in cartons of 12, sell in pieces) and a packaging description.
• Description (prints under the line), Specifications, Image, Tags, HS code and Country of origin for customs paperwork, Weight and Volume for logistics.

#Sales

• Sale price — the list price, in your base currency. Price lists can override it (below).
• Sale tax — the treatment applied by default on sales lines.
• Margin — shown live from price and cost.

#Purchase

• Cost — used for margin, and as the standard cost where the costing method says so. While stock is on hand it comes from the valuation and changes only with Revalue (for a standard-cost product, Change standard cost).
• Purchase tax — the default on bill and PO lines.
• Purchase lead time — days from order to receipt, used by planning.

#Inventory (stockable products)

• Tracking — none, by lot, or by serial number. Lot and serial tracking ask for the numbers at receipt and delivery. A product with serial numbers moves in whole pieces: its quantity fields step by 1, and a fraction is refused.
• Costing method — Average (the default: cost is re-averaged with every receipt), FIFO (oldest cost leaves first), or Standard (a fixed cost you maintain: receipts, deliveries, counts and manufacturing all move at it, and the differences post to price variance).
• Reorder point · Reorder quantity · Safety stock — when on-hand falls to the reorder point, the product appears in the replenishment queue with the suggested quantity, and in the low-stock alerts on Today and in the Command Center. A product with stock keeps its cost (change it with Revalue); while Tamra is still checking the stock, the cost stays locked.
• Replenishment policy — manual, buy (creates a purchase suggestion) or manufacture (creates a manufacturing suggestion), with the matching lead time.
• Packaging — the product's cartons, boxes or cases (Case of 24), each holding a fixed quantity of its unit; a line on a document can be counted in one. A carton already used on a document, a draft or a purchase included, keeps its size and can't be deleted: Tamra names the document. For another size, add a new carton.

#Manufacturing

For products you make: the bill of materials and routing live in the Manufacturing module; this tab shows the manufacture lead time and links there.

#Accounting

Normally blank — the company's default accounts apply. Set an income, expense, inventory or COGS account here only when this product must post differently from the rest (a different revenue line, a project's cost centre). Spare parts used by maintenance can carry an MRO account.

#The product page

Open a product for Overview (stock on hand by warehouse, value, sales and purchases this period, margin), Transactions (every document line that touched it — quotations, orders, invoices, bills, receipts, deliveries, adjustments — each a link), and the editor tabs above.

#Price lists

A price list is a named set of prices that overrides the product's list price for whoever it's assigned to. Sales → Price Lists.

A list has a name, a currency, an active switch, optional valid from / to dates, and a rounding rule (round the computed price to the nearest 0.05, 0.50, 1.00…). Inside it, rules:

Each rule can carry a minimum quantity — the rule applies at that quantity or more — and its own start / end dates. Volume pricing is several rules for the same product at different minimum quantities.

#Assigning a list

• On a customer, in the partner record: their documents price from that list first.
• As the company default (Settings → Preferences → default sale price list): used for customers who have no list of their own.
• Public lists get a shareable link — a read-only price page, with a Copy link button on the list. The page shows what a customer on the list pays, priced as a document would price it: product and category rules, a % off converted into the list's currency, the list's decimals (or its rounding), your logo and brand colour (Settings → Branding), the list's dates on your company's own day, and no archived products. Anyone with the link can open it, signed in or not; a link to a list that is unpublished, inactive or outside its dates shows nothing, the same way each time.

#How Tamra decides a line's price

When you add a product to a quotation, order or invoice, Tamra resolves the price in this order and shows the winner:

1. The customer's price list, if they have one and it's active on the document's date.
2. Otherwise the company's default price list.
3. Otherwise the product's sale price.

A list chosen in Price list above the lines — for a season or an event — comes before all three, by the same rules, its category rules included; a product it has no rule for is priced as above.

Within a list, a product rule beats a category rule, and among rules that satisfy the quantity, the highest minimum quantity wins — so 100 units get the 100-tier price, not the 10-tier one. Hover the small Price source marker beside the unit price to see which rule was used. You can always type over the price on the line; the marker then says manual, and the price stays as typed. A line counted in cartons is priced as the pieces in it: 10 cases of 24 are 240 bottles at the list's bottle price, and the quantity tiers count the bottles.

Prices in a list are in the list's currency; on a document in another currency they convert at the exchange rate on the document's date — through your company's currency when the two have no rate of their own — and with a rate missing the line keeps the price it has. A back-dated document takes that day's rate and the list's rules for that day, on a computer and on the phone. A price from a list keeps up to 4 decimals, and a dinar price its third decimal (KWD 2.887).

#Units in practice

Buy a product in cartons of 12 and sell it in pieces: set the unit to piece, the purchase unit to carton (12). A purchase order for 5 cartons receives 60 pieces into stock; a sales line for 7 sells 7 pieces. The unit shows on every line, and the Stock availability marker on sales lines reads on-hand in the sale unit.

#Taxes on lines

Every line carries its own tax. A new line starts on the company default for its side; picking a product brings the product's own tax instead (sale tax on sales documents, purchase tax on purchase documents; on a bill or purchase order a product with no purchase tax takes its sale tax when that rate applies to purchases too). A rate you choose on the line stays. A line's tax list shows the rates for its side: a reverse charge, or VAT you can't recover, only on purchases. The Tax quick-set above the lines in invoices and bills changes every line at once — handy for a zero-rated export. Lines remain the truth: the document total is the sum of its lines' taxes.

#Sharing products across a group

Like partners, products can be shared with the other companies in your group. The owner edits; the others sell or buy it, with their own stock and their own prices.

#Common questions

A service with a stock quantity? Services never have stock. If you see stock on something that should be a service, its type is wrong — fix it while it has no transactions, or create the correct product and deactivate the old one.

Why did the price change when I changed the quantity? A volume tier kicked in. Hover Price source.

Two customers see different prices for the same product. Different price lists — check each customer's record. That's usually intended.

Can I import products? Yes — from the Products list, import from a spreadsheet with columns for SKU, name, type, unit, sale price, cost, tax and category. A file with one tax column fills both the sale and the purchase tax from it, matched by the rate's name or code, else by its percentage (a rate with its VAT treatment set first). The importer shows what it will create before it does.

Negative stock? Never. A delivery ships what is on the shelf and keeps the rest open as a backorder; nothing else may take a shelf below zero. Receive first, or count and adjust.

Why is the cost field locked? The product has stock on hand, and the cost of that stock belongs to its valuation. Use Revalue: type the new cost, and Tamra works out the amount from what the valuation holds — the units × the new cost, less what they are carried at — and posts it against Inventory revaluation. The dialog shows the amount before you confirm. The costing method and the inventory and COGS accounts are locked for the same reason, and the unit and type once the product has been used anywhere.

#If something goes wrong

• A product doesn't appear in the sales picker → Can be sold is off, or it's inactive.
• Margin looks wrong → cost is out of date. With average costing, cost updates on every receipt; with standard, you maintain it. Inventory → Valuation → Health check flags a cost five times above or below the last purchase price.
• The line price ignores the customer's list → the list is inactive, outside its validity dates, in a currency the document can't convert, or the rule's minimum quantity isn't met.
• Tax on a line is blank → the product has no sale (or purchase) tax and the company default for that side isn't set. Set the default in Settings → Tax; use the quick-set to fix the open document.