Product tab

Ref * If this field is greyed out then it will be system generated otherwise type in a unique reference code. This is determined by food bank administrator.

Name * Enter the name for the product.

Product Category * Select the product category to associate with this product. These categories are set up by the food bank administrator. If a product category needs to be added see your system administrator. ( See Product Category ) Examples: AFFIL/ Cluster head etc. Important Once a category is assigned to a product and the product is used on a receipt, you cannot change the category. If the category was not assigned correctly, then you must set up another product and transfer the old product to the new product record.  

FA Type * Select the Feeding America product category that defines the food program administered by your food bank. There are 31 groups to choose from. These are standard categories that cannot be changed. This is used with the QPR reporting to Feeding America. Select the Feeding America Type of the product. For example, a product can have a type of: cereal, beverage, fish, poultry, dairy, etc.

FA Product Category * Select the Feeding America product category such as SNAP/ TEFAP/ USDA, etc. These can be used for reports.

Allocation Group Allocations are used to specify a percentage to distribute to each agency and can be created based on agency statistic or the agency's county or type. An agency can belong to more than one group.

Unit of Measure * This is how one unit of product is ordered and distributed. For example, products that need to be weighed before ordered must be assigned a unit of measure that is a weight such as pound. If the product is a case then choose case, units of measure will vary for each product.

Unit Weight * Enter the weight of one unit of measure of this product. For example, if the Unit of Measure is Case, then the unit weight is the weight of one case of the product. Products that go out by the pound should always have a unit weight of one pound.

Items Per Unit Enter the quantity of product in the unit of measure. If you have a case of soup it could contain 20 cans. This is used for Client Services of PWW.  If you do not enter the correct quantity it will affect the agency inventory.

Use Override Unit Price Check to use a different price for the product. This price will override the unit costs and any agency markups set in the agency's profile. (This is used with the override unit price.) 

Override Unit Price Enter a cost that will override the unit cost on all logs. This will only go into effect if the Use Override Unit Price check box is checked. This overrides markups and charges the amount typed into this field. (This is used with the Use Override Unit Price.)

Markup Percent * If this is a purchased product, then type a percentage (as a whole number) that will be added to the cost. The markup here is not enacted unless the agency is set to use product markup. See Markup.

Packaging Comment This is a description of how one unit of measure of this product is packed. For example, a product can be packaged in a 10lb bag, 12oz can, etc. Or if the unit of measure is a case, the packaging could be 24/15oz meaning 24 cans that are each 15 ounces. It is important to always put in a packing comment, box or pound so that when the agencies place an order they order what they need and not tie up inventory with incorrect quantities.

Reorder Point If a product has a reorder point then it will appear on the Reorder Inventory report when the quantity on hand is down to this amount. For example, waffles have a reorder point of 25. Waffles will appear on the Reorder Inventory report when there are 25 cases of waffles remaining in inventory. Not every product needs or has to have a reorder point assigned. (This can be left blank.)

Quantity to Reorder Enter the amount of this product that is normally ordered if the inventory level has a reorder point set. (This can be left blank.)

Max Quantity Per Tier (TI) * Enter how many cases/bags/boxes fit on one layer of a pallet. (this does not affect inventory or product on hand). This defaults to 1. This is used primarily for bar code users.

Max Pallet Tiers (HI) * Enter the number of layers on a pallet. Then TI x HI equals the total quantity per pallet. (This does not affect inventory or product on hand.) This field defaults to 1. This is used primarily for bar code users.

Disposition Codes  * Select the amount of days when a product needs to be disposed of. These days are set up by the food bank administrator.

Last Shipped Displays the last time an order for this product was shipped. The field is updated with the pickup date as orders are confirmed.

Product Storage * Select the means that the product is stored. This information is important for both the food bank and the agency.  FA recognizes 3 types: dry, frozen, and refrigerated. (Inventories can be created based on product storage.)

Product Class Select a classification for the product. For example, you can assign products by breakfast, snack, lunch, or dinner. These classes are set up by the individual food bank. See your system administrator if a class needs added. This box is used to exclude certain products from grants. Some other ways to use product class could be in categorizing the products such as Pasta, Juice, Protein, Condiments, Dough, Salvage, Paper products, etc. It is up to the individual food bank how to tailor this field for its use.

Product Code This is an extra field that you can tailor to anything specific for your food bank otherwise it can remain blank.

Description This is free space available to type a more detailed description than what appears in the product name.