Order Guide: Product Setup and Structure

Overview

Before adding products in Orderbot, a foundational setup is necessary to ensure proper classification, inventory tracking, and order management. This guide walks you through configuring the essential backend components:

• Product Classes
• Product Categories
• Product Groups
• Units of Measurement
• Product Variables
• Purchase Categories

Each section provides clear, step-by-step instructions with images for visual guidance.

Instructions

Adding Product Classes

• Note: If product classes already exist, do not modify them unless instructed by Orderbot staff.

1. Navigate to Products > Product Management > Manage Classes
2. Enter a Class Name
3. Choose a Class Type from the dropdown
4. Click Add Class

Adding Product Categories

1. Go to Products > Product Management > Product Structure
2. Select a Product Class
3. Click the + sign to expand the class
4. Click Add Category
5. Enter a name for the category
6. Click Submit Changes

IMPORTANT: For a 1:1 BOM, ensure all classes have the same categories and groups.

Adding Product Groups

1. Go to Products > Product Management > Product Structure
2. Select and expand a Product Class
3. Select and expand a Product Category
4. Click Add Group
5. Name your group
6. Click Submit Changes

• Enter Group Name and Click Submit.

IMPORTANT: For a 1:1 BOM, match categories and groups in both Sales and Inventory classes.

Changing Order of Categories and Groups

1. Go to Products > Product Sequence
2. Select your Product Class and expand
3. Drag and drop using the number next to a category

Note: For more information about this feature, please refer to the Knowledge Hub.

Adding Purchase Categories

Only needed if using Vendors and Purchase Orders.

1. Go to Purchasing > Manage Purchase Category
2. Enter Purchase Category Name
3. Click Submit

IMPORTANT: Mirror categories across all relevant classes for 1:1 BOM setups.

Adding Units of Measurement

1. Navigate to Prefs > System Setup > Site Settings > Units of Measurement
2. Edit or deactivate existing units
3. Select the table: Sales, Order, or Vendor Purchase
4. Enter name and click Add Sales Unit

Product Variables

1. Go to Products > Product Setup > Manage Product Variables
2. Enter Variable Group name > click Add Group
3. Click Add Variable within the group
4. Name variables > click Submit Changes
5. Click Add Value for each variable (e.g., Small, Red)
6. Add thumbnails if necessary

•  Do not add variable values at the Variable level by mistake.

Reordering Product Variables and Values

Reordering Variables

1. Go to Prefs > Product Setup > Manage Product Variables
2. Drag variables into the preferred order

Reordering Variable Values

1. Expand the variable
2. Drag and drop each value box