Inventory: Add New Finished Product (Read Time: 5 mins)

To add a New Finished Product to Dx5:

• Navigate to Inventory > Overview or Operations > Setup > Setup Actions.
• Click the "+Add Item" button in orange in the top right corner
  

• Once on the New Item form, enter a Name for this item
• Click the Item Category drop-down menu, and select Finished Product. The form will populate new fields to complete based on the category selected here.
• Enter an optional Item #, if desired (for internal tracking purposes only)
• In the Track By field, select the appropriate unit of measure for tracking this item.
• Enter an optional Description for this item, if desired.
• Check the Dated box to assign an item creation date in the past. If this option is not selected, the item's creation date will be the date/time of entry.
  • This option should be utilized by users who intend to create an inventory item, and then backdate the first inventory transactions on this item.
  • QBO-enabled Users: Assigning a past creation date to the item will push the correct creation date to QBO in the onset, prevent backdating errors when those initial inventory transactions are entered.
    

Finished Product Info:

• Enter labeled Alcohol Content and Alcohol Unit (Proof or ABV) for the product.
• Complete Item Size details for the primary Item Size:
  • Size Name: Max of 8 characters, should be reflective of item name/size.
  • Size #: optional, for internal tracking purposes only.
  • Volume and Volume Unit: labeled unit size (example for a 750 mL size: Volume = 750, Volume Unit = mL)
  • Unit/Production Cost: optional informational field only - this should be the cost to produce one unit. 
    • Batch Costing users: Average Unit Cost will start calculating in Dx5 after the first Bottling run of this item. The Unit/Production Cost field is purely informational. 
  • Wholesale Price: optional field - default price product is sold to a Distributor/Customer. This price will appear on Sales Orders.
  • Retail Price: optional field, MSRP
  • Click Save Size. 
    

Once the primary Finished Product Size is saved, options to Attach Supplies and Storage Profiles (for Case tracking) will be displayed:

Supplies:

• Click the green "+Add Supply" button.
  
• From the Supply drop-down menu, choose the Supply item you wish to Attach to the new Finished Product.
• Supply Count: enter the number of Supplies used in packaging
• Item Count: enter the number of Units packaged which will use the Supply.
  • Example: a Bottle Attachment should be set to use 1 Supply per 1 Item Packaged. A Box or Case for Case Packaging may use 1 Supply per 6 or 12 Items Packaged, depending on the number of Units in the Case.
    
    

Storage Profiles for Cases:

Users can only have one Case Storage Profile per Finished Product. To add the primary Case Storage Profile to your Finished Product:

• Click the green "+Add Profiles" button.
  
• Container Type: Select "Case".
• Units Per Container: enter the number of Units which make up the Case.
  
• Click the blue Save Profile button.
  
  • If additional Case Storage is needed, users should create a New Finished Product in Dx5 by following the steps in this article. The New Finished Product can include unique naming to reference the additional Case Storage Profile.

Click Create when finished to save the new Finished Product. If additional Inventory Items (Raw Material, Supply, Finished Product, VAP) need to be added to DISTILL x 5, click Create & Add Another to save the new Supply and re-open the Add Item form so users can jump right into their next build: