> For the complete documentation index, see [llms.txt](https://docs.silverband.com.au/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.silverband.com.au/home/paradigm-knowledge-base/invoicing-and-receipting/workflows/accounting-module/accounting-menus/edit-products.md).

# Edit Products

This page will provide you with an overview of the Edit Products menu and its sections

## Overview <a href="#overview" id="overview"></a>

The **Accounting** > **Edit Products** section will let you view all default or existing products added in Paradigm, set or edit the default price, and add a new product. These are considered as the **Sales** invoice type in the student invoice list section – items under the **FEES TO ADD** section when creating a general invoice. The screenshot below shows the Accounting Edit Products screen in Paradigm.

<figure><img src="https://1246578764-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC21t2SaV2eKaLxvtR27D%2Fuploads%2FDkPo0fjvsNA0P0iOSi3v%2Fimage.png?alt=media&amp;token=1803d474-0f91-4241-8b5e-c83804a839b6" alt=""><figcaption></figcaption></figure>

## Search Product Items <a href="#search-product-items" id="search-product-items"></a>

You can search for products by their name or product ID. You also have the option to display all existing products by clicking the **SEARCH PRODUCT** button without entering any search criteria.

## Add New Product Item Form Fields <a href="#add-new-product-item-form-fields" id="add-new-product-item-form-fields"></a>

The list in the table below demonstrates the key fields that need to be filled for adding a new product item:

Fields with <mark style="color:red;">**\***</mark> are marked as required.

| **Field Name**                                       | **Brief Overview**                                                                                                                                                                          |
| ---------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Product Name <mark style="color:red;">**\***</mark>  | Full name of the product - 2020 King Gee white Lab coat                                                                                                                                     |
| Internal Name <mark style="color:red;">**\***</mark> | Internal Product Name - Lab coat                                                                                                                                                            |
| Brand Name                                           | The Brand of the item - King Gee                                                                                                                                                            |
| Manufacturer Party Id                                | Manufacturer / Distributors Name - Bonds                                                                                                                                                    |
| Introduction date                                    | Date the product is for sale / introduced from                                                                                                                                              |
| Date of Sales Discontinuation                        | Final date Item is available                                                                                                                                                                |
| End Support date                                     | The date the any support for the product is available until                                                                                                                                 |
| Comments                                             | Any additional internal comments                                                                                                                                                            |
| Description <mark style="color:red;">**\***</mark>   | Full Description of the Product/Item/Fee                                                                                                                                                    |
| Detailed Description                                 |                                                                                                                                                                                             |
| Is the Product Taxable                               | <ul><li>Yes</li><li>No</li></ul>                                                                                                                                                            |
| Currency                                             | Australian Dollars                                                                                                                                                                          |
| Price                                                | The Amount to be charged for the item or service                                                                                                                                            |
| Pricing Type                                         | <ul><li>Usage Charge</li><li>Recurring Charge</li><li>Promotional Price</li><li>Minimum Price</li><li>Maximum Price</li><li>List Price</li><li>Default Price</li><li>Average Cost</li></ul> |
| Currency                                             | Australian Dollars                                                                                                                                                                          |
| Price                                                | The total price on the item / product                                                                                                                                                       |
| Valid From                                           | <p>The date the Price is valid from</p><ul><li>The field “Valid From Date” cannot be changed once the Product Price record has been created</li></ul>                                       |
| Valid To                                             | <p>The date the Price is valid to</p><ul><li>Product price field "Valid Until" must be set to a date that is after the field "Valid From"</li></ul>                                         |

## Workflows

### (<mark style="color:green;">1</mark>) Add a New Product Item

{% hint style="info" %}
**NOTE**:

Before adding new product items/sales/fees to the system, you have to make sure that the item/product that you are about to add does not duplicate your existing product items. Refer to the instructions below on how to check for duplicates.
{% endhint %}

1. **Check existing products for duplicates**

   Choose **Accounting** > **Edit Products** menus on the side. In the **PRODUCT SEARCH** section, you can try searching for the product that you are about to add by entering a part of the name in the **Name** field, and then click the **SEARCH PRODUCT** button.

<figure><img src="https://1246578764-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC21t2SaV2eKaLxvtR27D%2Fuploads%2Fhc8FpxjirJDTE5t1JoNZ%2Fimage.png?alt=media&amp;token=1beee55d-e1ff-41c3-91e2-5b349a12b7f7" alt=""><figcaption></figcaption></figure>

If it does not return any result, try clicking the **SEARCH PRODUCT** button again, this time without entering any search criteria. This will return all the products/items/fees currently stored in your system.

<figure><img src="https://1246578764-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC21t2SaV2eKaLxvtR27D%2Fuploads%2FK1QJ82zUGwhQtORDFnNW%2Fimage.png?alt=media&amp;token=ea798603-5a4d-4b20-9cde-f1f0c93f8e29" alt=""><figcaption></figcaption></figure>

2. If there are no duplicates found, (<mark style="color:green;">**1**</mark>) click the **ADD NEW PRODUCT** button under the **PRODUCT SEARCH** section, or you can choose the **Accounting** > **Edit Products** menus on the side again.

In the **ADD NEW PRODUCT** section, (<mark style="color:green;">**2**</mark>) fill out all the required details of your product, *refer to the table above* **Add New Product Item Form Fields** *if you need guidance*.

After filling out the form, (<mark style="color:green;">**3**</mark>) click the **ADD NEW PRODUCT** button to save.

<figure><img src="https://1246578764-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC21t2SaV2eKaLxvtR27D%2Fuploads%2FbGbg69oJdRBGHWCJVLOk%2Fimage.png?alt=media&amp;token=cd84898d-7b86-4e31-bf11-44707f7f2607" alt=""><figcaption></figcaption></figure>

### (<mark style="color:green;">2</mark>) Update a Product's Default Price

{% hint style="info" %}
**NOTE**:

There are two ways you can modify or edit the price of your product's items. You have the option to set the default price of the item under this section (**Accounting** > **Edit Products**) or you can leave the price blank here and just edit it once it’s used/added as one of the items in the invoice, *see* [**Raising Enrolment Invoice**](/home/paradigm-knowledge-base/invoicing-and-receipting/workflows/accounting-module/workflows/raising-enrolment-invoice.md) **|** [**Raising General Sales Invoice**](/home/paradigm-knowledge-base/invoicing-and-receipting/workflows/accounting-module/workflows/raising-general-sales-invoice.md) Workflows.
{% endhint %}

#### **Setting the Product’s Default Price** <a href="#setting-the-products-default-price" id="setting-the-products-default-price"></a>

1. Choose **Accounting** > **Edit Products** menus on the side. In the **PRODUCT SEARCH** section, you can try searching for the product that you want to set a default price for by entering a part of the name in the **Name** field and then click the **SEARCH PRODUCT** button.

If you want to view all the products in the system, click the **SEARCH PRODUCT** button again, this time without entering any search criteria

<figure><img src="https://1246578764-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC21t2SaV2eKaLxvtR27D%2Fuploads%2FXWqAulj4perE69FZOFGI%2Fimage.png?alt=media&amp;token=99681467-4909-4adc-b6be-85d81777c633" alt=""><figcaption></figcaption></figure>

2. Find the product/item/fee that you want to set a default price to, click the **EDIT** button (pencil icon) against it. In the sample screenshot below, the **Enrolment Fee** is selected.

<figure><img src="https://1246578764-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC21t2SaV2eKaLxvtR27D%2Fuploads%2FnS8hmGdmtiNJUj4iWIN0%2Fimage.png?alt=media&amp;token=fcc2f9a9-4a70-45a5-9c46-5d0cbcdf1338" alt=""><figcaption></figcaption></figure>

3. After clicking the **EDIT** button, it will open the product details or information, go to the **PRICE SEARCH** section. If the product item has no default price set yet, you can enter the amount under the **Price** field and click the **ADD NEW PRICE** button. The default price has now been added.

<figure><img src="https://1246578764-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC21t2SaV2eKaLxvtR27D%2Fuploads%2FMGyvG7Bli5fn0xYa7G09%2Fimage.png?alt=media&amp;token=fe8d49ba-5fab-4f92-a204-e1cce639d2a7" alt=""><figcaption></figcaption></figure>

If there were already previously entered/added prices for that specific product item, you can update/edit it by clicking on the **SEARCH PRICES** button.

<figure><img src="https://1246578764-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC21t2SaV2eKaLxvtR27D%2Fuploads%2Foi7Q52RnVyslfGnE0WWv%2Fimage.png?alt=media&amp;token=55fa8ba4-84f8-4262-86ff-e0fc7f9c2d59" alt=""><figcaption></figcaption></figure>

It will return a list of all the previously entered/added prices for that item. Select one and click the **EDIT** button (pencil icon) against it.

<figure><img src="https://1246578764-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC21t2SaV2eKaLxvtR27D%2Fuploads%2FL2MQ0xSCoyEKeBUNh5fh%2Fimage.png?alt=media&amp;token=3b70533b-04c3-46b1-af06-043128ab9f75" alt=""><figcaption></figcaption></figure>

Enter the default price, set the validity, and then click the **SAVE PRODUCT PRICE** button to save the changes. Your default price for that item has now been updated.

<figure><img src="https://1246578764-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC21t2SaV2eKaLxvtR27D%2Fuploads%2FvL13txia5nUIT4STRHfx%2Fimage.png?alt=media&amp;token=e6a388f3-befc-4447-a0b4-8f437699097d" alt=""><figcaption></figcaption></figure>
