Introduction:

The 'Products' feature allows you to assign a Nominal Ledger to line items on your documents. To ensure the correct setup for using this feature, follow the steps below.

Step-by-Step Guide to Set Up Documents for Products:

Nominal Ledger Suppliers:

Note that the 'Products' feature is primarily designed for Nominal Ledger suppliers. However, you can use it on a Purchase Order supplier for assigning a Nominal Ledger to the Carriage line item if your accounts package supports this.

Template Configuration:

To utilise the 'Products' feature, you must ensure that the templates associated with the supplier are set up correctly on your documents.

Highlight Table Selections:

Within your template, ensure that the following selections are highlighted in the 'Table' section:

• Description: Description must be one of the highlighted selections.
• Quantity, Unit Price, and Value: You need to highlight at least two of these selections. You can choose any combination that suits your needs.

Pro Tip: If necessary, you can highlight the same information for multiple selections. For example, you can highlight both Unit Price and Value if there is only one line value. The system will automatically calculate the quantity as '1' based on the reverse calculation.

Note: If you have completed the above steps and still don't have the option to assign a Nominal Ledger to your line items on the edit screen, please follow these additional checks:

Verify 'Products' Option: Check Company Settings > Package & Addons to ensure that the 'Products' option is enabled for your account. If it's not, raise a ticket to request activation.

Confirm Nominal Ledger Supplier: Double-check that your template is assigned to a Nominal Ledger supplier.

Validate Template Setup: Review your template configuration to ensure it is set up exactly as outlined above.

If the issue persists or you need further assistance, raise a support ticket for a team member to investigate and provide additional guidance.