Skip to main content

Products

Products as a Dimension in SoftLedger

Geoff Ostrega avatar
Written by Geoff Ostrega
Updated over 2 weeks ago

Description

Products are a line item level dimension that can be added to any Document (Journal Entry, Invoice. etc.). These are commonly used for different revenue streams (e.g. Ordinary, Project, etc.).

Note: By default Products are not visible in SoftLedger. To enable them please toggle the Products ON under your Dimension Settings.

Create/Edit Product

Enter all required fields and click submit. You can also click the down arrow next to the submit button and click 'Submit and New' to open a new blank Product to complete.

  • ID - Unique identifier for this product (this value is used in excel upload templates)

  • Name - Product name

  • Description - Extra text for this product

  • Inactive - Inactive Products will no longer be available to select in drop down lists (Note: Any previously created Document (e.g. Invoice/PO/SO) with the inactive Product will still be included in tables and users can take actions against)

Product Table Actions

  • Edit - Update Products details.

  • Delete - Delete this Products (could fail if another object such as Journal Entries are using this).

Did this answer your question?