Creating products individually
| Having your product catalog is a very important part of the sales process in Handy.
You can load products individually or in bulk using an Excel template. This article will go over how to create products individually.
Creating products individually
In the Handy web portal, click on Products in the main menu.
There, click on +Add, and from tFew readersUse special prices in promotion rewards
| In our promotions system, when activating an order, you can offer discounted or free products as rewards. | These discounts are usually calculated using base prices. However, this can cause problems with clients who have assigned price lists or special prices.
We give you the option to respect the client's special prices and assigned price lists and apply promotion discounts over these special prices instead of regular prices.
When creating promotions, you can enable the following setting:Few readersConvert product purchase format to base unit (Kg, L or Ud)
Why?
📦 Converting purchase formats (boxes, bottles...) to a base unit of measurement (kilograms, litres...) is essential.
🚚 When working with different suppliers and products, it is common for purchase formats to vary, which can lead to confusion and errors in cost control, scandals and inventories.
Converting all purchase formats to a base unit, allows you to compare prices more accurately, define the quantity of product used in the scandals and control production costs.
Convert purchFew readersProduct families and categories
| Your product catalog can contain as many items as there are SKUs managed by your company. To simplify the use of your product catalog, we provide you with two more options to group or filter them as needed.
Every product must belong to a product Family, but the Category is optional, and you can decide not to use it if it's of no value to you.
Let's see an example of how to use these two grouping tools.
If I own a convenience store:
I use the concept of Family to group my products as foFew readersHow to group products
Group products:
Click on "🍎Products" in the side navigation bar.
Select the products to be grouped. Click on the ☐ to the left of the line.
Click "Group" in the bar at the bottom of the page.
[![](https://storage.crisp.chFew readersImport products in bulk for price lists
| This option will help you save time when adding products to a price list.
To import products in bulk to a price list, you need to follow the next steps:
Create a new price list in the Price Lists menu
Create a new price list
Click on + Create New Price List. You'll need to give it a name and a brief description.
Once you've created a new list, click on Add new, then select Product prices from Excel.
![](https://storage.crisFew readersInventory movements
| Handy can help you keep a log of your product inflows and outflows.
To enable the logging of inventory changes, go to Settings, click on the ****General tab, and then activate the setting Enable transaction logging for product inventory:
Once the setting is enabled, inventory movements generated from that moment forward will be registered.
Movements gFew readersRecord client inventories
In this article, we'll go over how to record the client's inventory in the mobile app, which will let mobile users keep track of what product each client receives.
To record client inventories, in the mobile app, click on the client's name, then click on Inventory:
When recording client inventories:
After clicking on Inventories, the app will ask youFew readersEdit product prices per client
**This feature acknowledges that each client is unique and has their own specific needs. In some cases, if a client is buying more of a certain product, you have the option to offer them a special price on that product. **
To use this feature, go to Settings:
In the Orders tab, you'll find two options you can select:
![](https://storage.crisp.chat/users/helpdesk/websiteFew readersUnits of measurement
| Handy allows you to edit and add new units of measurement for your products.
Creating new units of measurement
To create and see your existing units of measurement, go to Main menu > Units of measurement.
In this screen, you can view and edit units of measurement, as well as create new ones. To do so, click on Create.
![](https://storage.crisp.chat/useFew readersWhy aren't my products appearing?
The product list is created from uploaded documents, product imports or manually- created products. They will be displayed in the following cases:
✨ Products that have been imported via excel or created manually should always appear. ✨Automatically digitized products will be visible if they meet the following conditions:
When the document is categorized as Raw Materials, Beverages, Cleaning, Others or Consumables. Thus, producFew readersCreating products in bulk
| Para realizar pruebas más a fondo u operaciones con nuestra plataforma, es de vital importancia dar de alta la información de tus productos.
There are two ways to load products to Handy: either individually or through a template in bulk. This article focuses on how to load products in bulk.
Loading products in bulk
In Handy's web portal, go to the Menu and select Products. In this screen, you'll see your enabled products. Click on the ****Add ****product button,Few readersQuantity discounts
| In this article, we'll go over Quantity discounts and how they can help you increase sales and strengthen your relationship with clients. | Let's go over their advantages and how to implement them into your business model.
You'll find the Quantity discounts screen in the Main menu:
:---
|| GLOBAL DISCOUNTS
We'll start with Global discounts. The most important thingFew readersHow do price lists work?
| Price lists are very useful when you want to grant special prices to certain groups of clients.
If a client has a price list assigned, these prices will be prioritized over the general prices defined in the product catalog.
First, you need to create a price list with a code and name that lets you easily identify each. Then, assign the products included in the list with their corresponding price. This can be done one by one or through the client template.
Price lists can be modifiedFew readersDisable or edit products
| In the Handy app, products cannot be deleted, but they can be enabled or disabled. When disabled, they won't be visible to mobile users, but the traceability of information is maintained.
You can disable products one by one or in bulk.
One by one
In the Main Menu tab, select Products.
Click on the edit button of the product you wish to disable.
![Few readersApply quantity discounts in the mobile app
| In this article, we'll go over the steps to apply a discount in the mobile app.
When creating an order in the mobile app, if you add products with a defined discount, you'll see a label indicating the product's available discounts:
When clicking on that orange button, you'll see the available discounts, as well as choose whether or not to apply said discounts:
![](htFew readersSales goals by product
| Handy lets you create sales goals to keep track of your salespeople's progress. These goals let you manage your company's objectives as well as see which of your salespeople are performing the best.
To create sales goals by product, go to the Reports and goals menu:
Then, click on create goal:
![](https://storage.crisp.chat/users/helpdesk/website/-/6/4Few readersDiscount types
| In Handy, there are three ways you can apply discounts. | The first method is related to the amount of product sold, which is divided into two categories: global and by product. | The second way is to apply a set percentage discount to a specific client.
Quantity discounts
You can find quantity discounts in the Main menu:
To learn more about quantity discounts, pleaFew readersCategorise products by families 🌈
📌 Levels of families and subfamilies
📌 Assign families from products
📌 Assign families from documents
📌 Assigning families from suppliers
📌 How to interpret the category chart
In haddock you will have your suppliers, documents and products categorised by three levels:
First level Category
Example: Drinks
Second level Family
Example: Non-alcoholic drinks
Third level ****SubfamFew readersHow to fill in product information
| Learn more about each field to fill up when creating a new product:
Code: Each product in Handy must have a unique code that distinguishes it from the rest. You can use any code you want, either the one you use in your administrative system or create a new one. For example, PROD001, MIA123. The code can have letters or numbers. The product's code is a mandatory field.
Description: The product's regular name. For example, medium red t-shirt. The product's descriptioFew readersProduct activity in the mobile app
| Usually, administrators establish goals based on how much product they need to sell and deliver.
For salespeople, it's useful to keep track of how much product they've sold so they can strategize and reach their set goals.
This feature helps users visualize the total number of products they handle in their daily activities, providing access to a detailed breakdown of those products.
This feature is available for:
The activity summary screen
Presales
Sales
Deliveries
Returns
MobiFew readersHow are product search results sorted when creating orders?
| Here, we'll go over how search results are sorted when creating an order.
📱 In the mobile app
When you open the search bar in the mobile app, before typing anything, you’ll see the best-selling products for the current client and salesperson, ordered from most sold to least sold:
Once you've typed something in, the search results will be sorted in the following ordFew readersLoad company inventory
There are three ways to load your company's inventory into Handy: on the Products tab, using an Excel template to upload in bulk, or directly in the Company Inventory section.
Edit inventory individually through the web portal:
Search for the product in the search bar or in the product menu:
Once you've selected the product, click on edit:
![](https:/Few readersHow can I download my products?
To download your products, you need to go to the menu on the top left:
Once inside the product catalog, click on Download:
If you have any questions, send us a message in the chat! 😊Few readersImport prices by client
| In order to start this process, it's important that you have already created your products.
In Handy's web portal, go to the Main menu and select **Products. **
There, you'll see a list of your enabled products. Click on Import prices by customer:
![](https://storage.crisp.chat/users/helpdesk/website/-/8/1/e/4/81e45b33575b9000/6ed5d816-00bc-4065-9ec3-1Few readersDuplicate products, why?
A product is duplicated when there are differences in the following elements of the invoice, delivery note or ticket:
🍎 The description
📦 The purchase format
🚚 The supplier
If you want to see a joint analysis of two different products, group the products together. See how to do this in the product grouping article.
🍎 The description is differentFew readersScan barcode
When creating an order, it can be hard to find the products we're looking for exact products you're looking for, more so if you have products with similar names and presentations.
This option lets you find the product you need faster.
Settings
The first step is to establish each product's barcode. You can do this individually or in bulk with an Excel file.
![Individually](https://storage.crisp.chat/users/helpdesk/website/-/b/c/7/7/bc77af56ac180800/6d58bbef-78e0-44fa-873e-4fFew readersHow many decimals can I use in my prices for products and orders?
For the product catalog and for orders, both in the mobile app and in the web portal, Handy works with up to 6 decimals.
It's possible that some phone screens don't show all digits, but if you entered your products with 6 decimals, that's how they're saved in our database and how all calculations will be performed.
Here, we can see the calculations made on a product's price using the 6 decimals shown on the phone screen:
![](https://storage.crisp.chat/users/helpdesk/website/-/6/5/4/1/Few readersProducts with price increases just a click away
Click on "🍎Products" in the side navigation bar
Click on the "Filters" button (on the right hand side).
Look for the "More filters" section in the filters tab.
Click on "With price increase" in the "More filters" section.
[](https://storage.crisp.chat/users/helpdesk/website/-/7/c/f/e/7cfe336eba4ca800/c1342a3e-42d9-4188-a944-9b7221_Few readersPricing options
| With Handy, you can manage different pricing schemes, from the most general to more specific ones.
These are the pricing schemes you can work with on Handy:
List prices
The default prices, assigned to your products in the general catalog.
Price lists
Groups of special prices that you can assign to specific clients. For example: wholesale lists.
Special prices per client
These are useful if you've negotiated special prices with a client for certain products.Few readersLook up products in the mobile app
From the Main Menu, select Products to view them.
After entering, you'll see a list of existing products, organized according to the category each one belongs to.
Click on the Search to find a product, and type its name.
You can alFew readersCreating price lists
| Price lists are very useful if you want special prices for certain groups of clients.
To create new price lists, follow these simple steps:
Click on the "Price lists" menu to create a price list.
You can also click here: create a price list.
Add the prices to your list. You can do this one by one, or you can add priceFew readersEnable and disable product families
If you want to disable product families, click on Product family in the Main menu:
Here, you can click on "Show disabled families" to display the families you've previously disabled:
To disable or enable a product family, click on the threFew readersSet the reference price for products 👀
You can now select the type of reference price you prefer to analyse price variations by product.
1️⃣ Choose a product and click on the Edit Reference Price button.
2️⃣ Decide the reference price type from which you want to post the price change.
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