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Product Detail

The Product Edit window provides a number of fields that you may optionally store data in. The only required field on this window is the Description field. However, you will want to fill in other fields like price, and stock if applicable.

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First, let us look at the Command List bar.

Button	Action
Save Changes	Whenever you edit or add a product you want to be sure to save your changes!
Delete Product	Deleting a product totally removes the product record from the database. This does not affect previously created invoices.
Sync Invoice Item Cost	By default, the product cost of an invoice item is set to the cost value of that product when you create an invoice, and the total cost of the invoice is calculated based on that cost. However, you can use this button to update all invoice items related to the product and to set their cost value to the product's current cost.
Product Category	This button displays the Product Category window where you can add, edit, and delete product categories.
Product Report	This button displays the Reports window where you can create new reports.
Refresh	Reload data from the database. This command is used basically in a network environment where multiple users open the same database. You can use this button to refresh data modified by other uses.

Below is a description of some important fields on the Product Edit window.

Field Name	Description
Category	The category field helps you organize products. Click the Product Category button on the Command List bar to manage categories.
Product ID	The ID value uniquely identifies a product. This value is generated automatically if left blank.
Description	The product's description is the only required information you must enter. It is a free-form text field.
Status	Potential values are Active and Inactive. Only active products will be displayed when you click the Select Product icon button on the Invoice worksheet.
Is a service	Check this box If you do not maintain a physical inventory for the product.

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LEARN MORE Excel Invoice Manager Home What's New Difference between Editions Quick Start Introduction Setting up Company Information, Tax Invoice Template Working with Excel 2007 Installing / Upgrading Settings Workbook Taxes Misc Data Interface Database In-Cell Lookup Print Customers Creating Customer Editing Customer Customer Detail Products Creating Product Editing Product Product Detail Invoices Creating Invoice Editing Invoice Invoice Detail Payments Adding Payment Editing Payment Payment Detail Reports Generating & Printing Reports Setting Visible Columns Extracting Reports Common Tasks Using the Search Bar Using Data List Windows Importing Data into Excel Invoice Manager Networking Working with Form Properties File Free Invoice Form with Support for Incomplete Lines on Invoice Body Using Credit Note or Credit Memo Copying Report Worksheets from One Invoice Template to Another Two Versions of Customer Statement Report Custom Fields Custom Fields - Overview Custom Invoice Fields - Tutorial Customizing the Invoice Template Customizing the Invoice Template Tutorial: Creating an Invoice Template with Additional Rows Tutorial: Adding a Notes Field to Your Invoice Template Tutorial: Adding or Removing the "Same As Bill To" Button Tutorial: Adding a Clear button to the Report Worksheets Tutorial: Displaying Summary Information on Customer Statement Tutorial: Creating a Receipt Form Using Multiple-Line Address in Invoice Form Printable Invoice - Invoice Printing in a Flexible Way Adding Postcode Cells Manually to Invoice Template More Topics Registration and Services Reference

Online-Only Articles Billing Software Powered by Excel Buttons in the Template Don't Work Sample Invoice Template: Using handwriting Signature Sample Invoice Template: Using Drop-Down List Sample Invoice Template: Long Product Descriptions Sample Invoice Template: Using Line# as Product IDs How to: Password-Protecting an Invoice Template How to: Transferring Excel Invoice Manager to a New System How to: Removing Auto-created Macros from Your Invoice Template Creating a Packing Slip Template Modifying Standard Fields with Database Designer Sample Invoice Template: Replacing the Product IDs with Line Numbers Invoice Template with Support for Product-Type Specific Tax Rates Editing Paid Invoices Working with Multiple Companies or Currencies Sharing/Linking Tables between Access Databases Tutorial: Adding New Fields to Reports Sample Invoice Template: Displaying 'FREE' for Zero Values Customizing Header and Footer of Printed Invoices Customizing Invoice Template for Pre-printed Invoice Forms Charging GST Tax on Shipping Cost Invoice Form with Fixed or Static Product / Service Items

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