On the new product page, enter the required product information. For details on specific fields, see the Key Product Fields in the Evolution Platform guide. 

1. Name - Enter the product name using the format: [Brand] [Product title] / [Size]. e.g. Vitalyse 3in1 Protector / 2L. This name appears on receipts, invoices, reports and purchase orders.
2. Brand - Select an existing brand from the dropdown. If it's a new brand, you can type it in and press Enter.
3. Tags - Enter relevant tags (e.g., "chemical," "cleaner," "filter") to aid searching and reporting. Press Enter after each.
4. Product Categories - Select the appropriate category from the dropdown. Do not create new categories without approval. Email evolution@poolwerx.com.au for assistance.
5. Sell on Point-of-Sale - Ensure this box is checked if you intend to sell this product through POS and/or Vital.
6. Images - Drag and drop or browse to upload images. Select images and click Apply image to attach them.

Under Inventory, select whether your product is a Single SKU product, variant product, or composite product. Refer to the Understanding Products and Product Types Guide for detailed information. 

• Single SKU: For a standalone product (e.g., a bottle of algaecide).
• Variant: For a product with multiple versions (e.g., filter in different sizes, product in varying sizes). If you select this, you'll configure variants in a later step.
• Composite: For a bundled product or for fractional stock management (e.g., a pool cleaning kit, or bulk chemical sold in smaller increments). If selected, you'll define components later.

• SKU Code - Choose an option:
  • Auto-Generated: LightSpeed will create a unique code.
  • UPC, EAN, ISBN, ITF, JAN: Use an existing barcode or industry standard code.
  • Custom Code: Enter your own unique SKU (e.g., "PW-LC-25L").
• Enter the SKU in the SKU Codefield.

  • Composite products can generate SKUs automatically or use a customer SKU. 

  • Variant products will auto-generate SKUs for each combination, but you can overwrite these.

• If adding multiple codes, click + Add another code. Keep in mind that only the first SKU syncs to Vital.

1. Supplier - Select an existing supplier or add a new one by clicking + Add as a new supplier.
2. Supplier Code - Enter the supplier's specific product code, if provided. 
3. Supplier Price - Crucially, enter the price you pay for each unit for this product. 
   • This is critical for accurate COGS calculations.
   • If you are creating a non-tracked inventory product, the price you enter upon creation will be the cost price used for all future COGS. Regardless of updates to the supplier cost field after creation.
4. To add multiple suppliers for the same product, click + Add another supplier. 

• Track Inventory - By default, this is checked. Only uncheck if this product doe snot require inventory tracking *e.g. a service fee). 
• Current Inventory Levels - Leave this field blank when creating a new product. Initial inventory should always be added via a Purchase Order to ensure accurate average cost calculation and proper reporting.
• Tax - Select the appropriate tax rate for this product for each outlet.

• The General Price Book will be automatically added. 
• If you have specific pricing for field services or different customer segments, click + Add another price book and select the relevant Price Book (e.g., your "Field Price Book"). Enter the selling price for this product within that price book.

• Once all required fields are populated, click the Save button in the top right. 

If you selected Composite, you will need to add the component products and their quantities. 

1. Under Products, use the Search for products to add box to find a product by name or SKU.
2. Click the product to add it to the list. You may be prompted to select a variant for products with variants.
3. Adjust the Quantity as needed.
4. Repeat until all products have been added. You can use the trash icon to remove products.

If you selected Variant, you will be prompted to add attributes ( e.g. different colours or sizes) and their unique SKUs and price points. 

You can add up to three variable attributes for a product with variants. To achieve the desired naming convention, [Brand] [Product title] / [Size], the first attribute in the variant product must be size. 

1. Select an Attribute from the dropdown or use the Search all variant attributes box (e.g. Size).
2. In the Value field, type the first value (e.g. Size) and press Enter. Repeat for additional values.
   
3. Click into the Supplier Code and Supplier Price fields to add or amend the details.
4. Expand each individual product by clicking the >arrow next to the size name. Click through the tabs to update the details:
   
   • Inventory tab: Refer to the Configure SKU section above. 
   • Packaging Tab: Set up product relationships if applicable (see Adding Product Relationships).
   • Tax: Refer to the Set Inventory and Tax Details
   • Price tab:  Enter the retail Price manually (excluding tax) or set it via margin or markup percentage. 
   • Image Tab: Upload and select images per variant.
5. You can also toggle a variant on or off with the Enabled toggle. This must be active if you want to sell the product in POS or Vital.

Tips for managing Variants: 

• The first variant product must be enabled for other variants below it to remain active. If you do not sell certain variants, disable them by toggling the Enable toggle.
• you can reorder variants by dragging and dropping them in the values list.