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Product Setup

Add and manage products (SKUs) under each company and product group. Uses a grid-based layout for bulk editing.

How to Open

Menu → Setups → Product

Keyboard Shortcuts

F12 Save F5 New/Clear Esc Close

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How to Use

➕ Adding a New Row

Open Product Setup from the menu
Select the filter dropdown (Company → Group) if applicable
Click New to add a blank row at the bottom of the grid
Fill in the required columns
Press F12 or click Save

✏️ Editing Existing Rows

Select the row you want to edit in the grid
Click on the cell and modify the value
Modified rows will turn light yellow
Press F12 or click Save to save all changes

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Field Descriptions

Company Required

Select the company this product belongs to from the top dropdown. Changing the company reloads the Group list.

Group Required

Select the product group within the selected company. Changing the group reloads the product grid below.

Product Search Optional

Type to filter products by name in the grid.

Active Only Checkbox

When checked, only active (non-deleted) products are shown in the grid.

Minimum Rate Optional

The lowest rate this product may be sold at. Leave it at 0 for no restriction, which is what every product starts with. Where it is set, Sale Invoice, Sale Invoice (Batch), Quick Book and Invoice Correction all refuse a line priced under it — including one where a discount percentage brings the rate below the floor — and no permission lets anyone past it. It cannot be greater than the Trade Price.

Flat Sale Checkbox

Whether this product may be sold on a negotiated flat rate — a rate agreed for the product, with a further percentage taken off that rate rather than off the trade price. Marking it turns on the Flat Rate and Flat %Age boxes for this product on Sale Invoice (Batch), the only screen that offers them. Every product starts unmarked and leaving it so changes nothing anywhere. Clearing it later stops new flat-rate lines being entered but leaves invoices already raised printing exactly as they did.

Sale Type Optional

FBR sale type for the product (Goods at standard rate, 3rd Schedule Goods, Exempt goods, and so on). Defaults to Non-Adjustable Supplies when left blank.

HS Code Optional

FBR Harmonized System code for the product.

UoM Type Optional

Unit of measure reported to FBR. Defaults to U when left blank.

UoM Value Optional

Quantity per unit of measure.

SRO Schedule Optional

SRO schedule number applicable to the product.

SRO Serial Optional

Serial number within the SRO schedule.

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Grid Columns

Column Type Required Description

Product Name Text ✅ Full name of the product/medicine. Must be unique within the company.

TP (Trade Price) Number ✅ Trade price of the product. Must be ≤ RP.

RP (Retail Price) Number ✅ Retail (MRP) price of the product.

Dist % Number — Distribution percentage / margin for the distributor.

Description Text — Additional product description or notes.

External Code Text — External code for integration with other systems. Auto-generated if blank.

Detail ⓘ Button — Opens a popup with additional product details: Short Name, Generic, Category, Supplier, UOM, HS Code, SRO Schedule, Image, and more.

Tax ⓘ Button — Opens the product tax configuration popup to set GST and WHT rates for this product. Color-coded: Red = Both, Orange = GST, Green = WHT, None = No Tax.

Active Checkbox — Active status. Uncheck to hide from sale dropdowns. Requires pdel permission.

Column	Type	Required	Description
Product Name	Text	✅	Full name of the product/medicine. Must be unique within the company.
TP (Trade Price)	Number	✅	Trade price of the product. Must be ≤ RP.
RP (Retail Price)	Number	✅	Retail (MRP) price of the product.
Dist %	Number	—	Distribution percentage / margin for the distributor.
Description	Text	—	Additional product description or notes.
External Code	Text	—	External code for integration with other systems. Auto-generated if blank.
Detail ⓘ	Button	—	Opens a popup with additional product details: Short Name, Generic, Category, Supplier, UOM, HS Code, SRO Schedule, Image, and more.
Tax ⓘ	Button	—	Opens the product tax configuration popup to set GST and WHT rates for this product. Color-coded: Red = Both, Orange = GST, Green = WHT, None = No Tax.
Active	Checkbox	—	Active status. Uncheck to hide from sale dropdowns. Requires `pdel` permission.

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Buttons

Button	Shortcut	What it Does
💾 Save	F12	Saves all changes. The system will ask for confirmation before saving.
➕ New	F5	Adds a new blank row to the grid for data entry.
❌ Close	Esc	Closes the Product Setup screen.

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Important Notes

⚠️

Minimum Rate ≤ TP: The Minimum Rate cannot be greater than the Trade Price -- a floor above the ceiling would leave no rate the product could be sold at. The save is blocked either way round.

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TP ≤ RP: Trade Price cannot be greater than Retail Price. The system will block the save if TP > RP.

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Tax Color Codes: In the Tax column: Red = GST + WHT, Orange = GST only, Green = WHT only.

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Product Name Must Be Unique: Duplicate product names within the same company are not allowed.

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FBR Fields Always Shown: Sale Type, HS Code, UoM and the SRO fields are always visible. They were previously hidden behind an FBR checkbox, which has been removed.

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The Screen Opens Ready to Create: Product Setup opens in New mode. The list may show products, but none of them is selected and nothing is loaded into the form — searching or filtering the list never opens a product on its own. A product is opened for editing only when you select it: click a row, arrow onto it, or press Enter on it. If the search then narrows past the product you had open, the form goes back to creating a new one and keeps whatever you have typed.

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Moving a Product Between Companies or Groups: A product’s company and group are part of its identity, so changing either moves the product — its purchase, sale, return and stock history moves with it, and past invoices and reports then show the new company. DFS warns you the moment you change the company or group and puts your previous choice back if you decline. To sell the same medicine under a different company, create a new product with the New button rather than editing an existing one.