When using the Products page in Client Diary, it is possible to set Product variants without the need to make a brand now Product.

  • Select the Products menu
  • Choose the Product you would like to set up Variants for
  • Click the Advanced Settings tab
  • Select Add Variant

  • Enter the Name of the Variant (example size, colour, flavour)
  • Enter different available options, separated by a comma (100ml, 250ml, 500ml or red, blue, green)
  • Press Submit

  • Select Generate/Update Combinations
  • Click Active if this Product line is active for the location
  • (Optional) Enter the Barcode into the appropriate field. This could be done by left-clicking in the space and by using a product scanner and scanning the barcode to enter it
  • Press Save

  • Under the Product’s Price & Availability select the drop-down option for the Location
  • For each Product variant enter Purchase Price, Retail Price, Level Set
  • (Optional) Enter Current Stock, these levels may be updated using a stock take
  • Press Save

For information on completing a Stocktake with Product variants please follow this link.