📦 Product Profile — Field Reference

The unique code that identifies this product across the entire system. It is the primary key used in orders, deliveries, returns, and syncs between the device and the back-office.

Assigned by the ERP and cannot be changed on the device.

The full product name shown in the catalog, on order lines, and on printed documents such as invoices and delivery receipts.

This is what the rep and the customer see on the screen.

An abbreviated version of the product name used in compact views where space is limited, such as small print formats or summary screens.

The product group or family this item belongs to (e.g., Beverages, Snacks, Dairy). Used to filter and organize the catalog on the device.

The rep can browse the catalog by category to find products faster.

The brand or manufacturer of the product. Supports additional filtering in the catalog and can drive commission or reporting logic.

Describes the physical packaging configuration of the product (e.g., 6-pack, 12-pack, single). Informational — used for display and reporting.

The organizational division or business unit responsible for this product. Used in reporting and can restrict visibility by rep assignment.

Intended to link this product to a set of product images stored on the device or server. The value is synced from the ERP and stored on the device.

The Universal Product Code (barcode) for a single unit of this product. When the rep scans a barcode with the device's scanner, the app searches this field to identify the product instantly.

The barcode printed on the full case or master carton. Scanning this code identifies the product as a case quantity, adding the full case amount rather than a single unit.

References a barcode mask template that defines how variable barcodes are decoded. Used for products whose barcodes encode weight or price inside the code (common for deli/fresh items sold by weight).

The default selling price for one full case of this product. Shown on the order entry screen when the rep selects case as the unit of measure.

The default selling price for a single unit of this product. Shown when the rep sells by unit instead of by case.

Controls how the selling price is determined for this product. The options are:

• Use Company — apply whatever price policy is set at the company level (default)
• Fixed — the price on this record is the exact price; the rep cannot change it
• Range — the rep can adjust the price, but only within the Top and Low Range limits below
• Open — the rep can freely enter any price

The intended maximum price the rep is allowed to enter for this product (price ceiling). The value is synced from the ERP and stored on the device.

The intended minimum price the rep is allowed to enter for this product (price floor). The value is synced from the ERP and stored on the device.

The company's cost to purchase or produce one full case of this product. Used internally for margin and profitability calculations. Not shown to the customer.

The company's cost per single unit. Used for margin calculations on unit-level sales.

The primary unit of measure used when selling this product. Common values: Case, Unit, Bottle, Bag.

This determines whether the rep enters quantities in cases or in individual units when placing an order.

A numeric code that maps to the display label shown on screen next to the quantity (e.g., "CS" for case, "EA" for each, "BT" for bottle). Controls what the rep sees in the input field, not the unit logic itself.

The number of individual units contained in one case. For example, if a case contains 24 cans, Conversion = 24.

Used by the system to convert between case quantities and unit quantities on orders and inventory counts.

The unit of measure used when logging merchandising activities (shelf stocking, display building). May differ from the Sale UOM — for example, a product sold by case but merchandised by individual unit.

The conversion factor for the merchandising unit of measure. Works the same as the regular Conversion field but applies only to merchandising quantity recording.

The credit amount applied to the customer's account when a full case of this product is returned. Stored as a negative value internally so it reduces the invoice total.

The credit amount applied when a single unit of this product is returned. Also stored as a negative value.

The unit of measure used when processing a return for this product. If not set, it automatically defaults to the Sale UOM.

The conversion factor (units per case) used for return quantities. Applies when the Return UOM is set to something different from the Sale UOM.

Master on/off switch for selling this product. When disabled, the product does not appear in the rep's order catalog and cannot be added to any transaction.

Marks the product as discontinued. A discontinued product is typically hidden from new orders but may still appear in historical transaction records and return workflows for products already in the field.

Indicates whether this product is subject to sales tax. When enabled, the tax amount is calculated and added to the order total based on the Tax Codes and the customer's tax configuration.

One or more tax classification codes assigned to this product. The ERP uses these codes to determine the correct tax rate and jurisdiction rules to apply on transactions.

Defines the amount on which tax is calculated for this product (e.g., the full price, or only a portion). Used in jurisdictions where the taxable base differs from the gross sale amount.

Tracks sell-by or expiration date behavior for the product. Can be used to prompt the rep to record expiration dates during delivery or to flag items nearing their sell-by date.

Forces the rep to order this product in specific increments. For example, if Multiple Order Quantity (Case) = 6, the rep must order 6, 12, 18 cases — not 7 or 10.

If set to 0 or 1, the rep can order any quantity.

The current number of cases of this product available in the warehouse at the time of the last sync. Gives the rep visibility into stock levels without calling the office.

The current number of individual units of this product available in the warehouse. Updated on each sync from the ERP's inventory records.

When enabled, this product's inventory is tracked and counted. Stockable items appear in load and inventory screens. Non-stockable items (like service fees or charges) are excluded from physical counts.

The inverse of Stockable. When enabled, inventory levels are not tracked for this product. Typically used for non-physical items such as service charges, deposits, or promotional items that do not require physical inventory management.

When enabled, each individual unit of this product has a unique serial number that the rep must scan or enter at the time of delivery. Provides full traceability of which specific unit went to which customer.

When enabled, the rep must record a lot number (batch number) when delivering this product. Used for food safety, pharmaceutical compliance, or any product where batch traceability is required for recalls.

The physical weight of a full case of this product. Used for load planning — the system can calculate the total weight of the truck load based on the quantities loaded and each product's case weight.

The commission rate or code associated with this product. Used by the back-office to calculate the rep's incentive pay for selling this item. The value and format depend on the company's commission configuration in the ERP.

Links this product to a specific sales associate or rep. Used in scenarios where certain products belong to a specific rep's portfolio or require attribution to an individual seller.

A flexible text field whose meaning is defined by each company. The label shown on screen is controlled by Custom 1 Description. Can hold any product attribute the ERP passes down that does not fit a standard field.

Second flexible text field, same behavior as Custom Field 1. Label controlled by Custom 2 Description.

Third flexible text field, same behavior as Custom Fields 1 and 2. Label controlled by Custom 3 Description.