Create New Product
This tutorial provides step-by-step instructions for creating and configuring a new product in the WorkTraq system.
Video Tutorial
1. Open Product Module
To access the Product module, click "Product" in the main menu at the top of the page.
2. Select Other Section
Click the "Other" tab to access the Quick Action menu.
3. Initiate New Product Creation
Click "New" to begin creating a new product.
4. Choose Options
You have two options for creating a product:
- New Code is Generate a new product identifier.
- Assign Existing Code is Reuse a previously deleted product code.
Proceed by selecting New Code.
5. Product Code
The product code is generated automatically by the system and cannot be modified.
6. Enter Product SKU, Name, and Language Name
Enter the Product SKU, Name, and optional Language Name.
7. Product Type
Select the product type from the Type dropdown, such as Product or Options. This helps organize and structure products within the system.
Special product types:
- Selector - used when a product contains multiple selectable options.
- Size - used for products that is size measurements.
8. Assign Supplier
Click the 
icon next to Current Supplier to assign a supplier. This simplifies the purchase order process. Leave this field blank if no supplier is required.
9. Assign Preferred Customer
Click the icon next to Prefer Customer if the product is intended for a specific customer only.
10. Enter Dimensions
Enter the product dimensions, including width, height, and any other required measurements.
11. Select Master Product
Enable Master Product if this item will be used as a master product in the E-store system. This allows you to clone it into multiple child products and saves time during setup. If no master product is required, leave this option blank.
12. Sold By
Select the appropriate Sold By option.
Important notes
- Factor - Used for bundle-style pricing or quantity-based calculations.
- Addition - Used for additional charges. This type is charged only once, even if the main product quantity is greater than one.
- Selection - Used for grouped product options. If the main product uses Selector, the related product options should be set as Selection.
13. Enter Pricing Detail
Enter pricing details, design units, sales units of measure, costs, and pricing information.
Costing and price break configurations can be updated later if needed.
14. Reference Number
A reference number is required for products sold through the E-store.
15. Pricing Class
The pricing class determines how pricing is calculated.
- Print: charged based on actual usage.
- Material: charges include material waste.
16. Select Status
Select the product status from the Status dropdown.
- Active - Product is usable but may require manager approval in certain situations, such as quotations.
- Approved - Product is fully approved and can be used without any restrictions or additional approval requirements.
- Inactive - Product is hidden and unavailable for use.
17. Web Enable
Enable Web Enable if the product will be sold through the online store.
18. Product Tags
You have successfully created and configured a new product in the WorkTraq App. Before proceeding with sales, verify that all product details, pricing, and status settings are correct.