Product Detail Screen Overview

The product detail screen is the master center of product information for a particular product. Users can choose to be as granular as they desire with their product catalog, taking advantage of Finale’s default fields as well as creating their own custom fields.

As you begin the learning phase of your onboarding process this is a great place to start since each section of the product detail page references other Finale tools and features.

This resource is designed to highlight the common fields on the screen that most users elect to utilize.

Most fields and options discussed in this article can be added on the product detail screen of a particular product or imported in bulk with a spreadsheet import. In addition, most back-end settings can be edited or updated in the product tab of your application settings.

Please keep in mind that all data stored can be exported and referenced in reports and on labels within the system. However, Finale does not provide listing management support with pushing these fields to your marketplace(s).

General Product Information

The general section highlights the basics of the product. The product ID is the unique product identifier, synonymous with SKU, and the product description is the general description of the product.

Finale offers the ability to categorize your products as well, notated by the category field. This is a great option for users that want to segment and group products in their reporting and analytics. For example, a user could look specifically at furniture sales or compare sales across different categories.

You can create these product categories in your spreadsheet import or add them yourself in the product tab of your application settings. (See Custom Field Section For More Details on Application Settings)

The standard packing denotes case sizing. For example, a case packing of 6 would indicate that this product is ordered and/or sold in cases of 6 units.

The standard bin ID field is a static reference, or index, field that can be attached to a product. Stock is not actually stored here. This is purely a reference field that can be used to identify a product. For example, you could have no stock for product A and have a standard bin ID of AA01. The standard bin ID can always be referenced. However, if you had no stock at sublocation AA01 there would be no stock stored for the product at AA01 thus no sublocation, or shelf, attached to the product. (Most users do not use standard bin IDs unless there is a specific use-case.)

Please see the facility setup resource for more information on warehouse management.

The unit of measure is mostly used by users that deal with many different variables, like ounces and liters to help maintain accuracy with their stock recordings. Most users leave this blank as everything is identified as an each regardless in most workflows outside this specific use-case.

Lastly, the product image URL can also be imported or uploaded. Please keep in mind that the product thumbnail may not be available instantaneously on the product and stock pages. It can take 24 hours for those thumbnails to appear in the image column.

Purchasing

The purchase section breaks down your supplier information for a particular product. The supplier fields can be used to link directly to a supplier profile that you have already imported. For example, the Pokemon Company is selected in the supplier 1 field in the image above. If you don’t have the supplier information entered yet, then it can’t be assigned here either.

Most users at a minimum link their supplier 1, supplier 1 price, and supplier 1 lead days as these are helpful when creating purchase orders and using Finale’s reorder system.

Reordering

Finale offers location-based reordering using two different approaches: manual thresholds and sales velocity.

As the name suggests, the manual approach allows the user to enter the reorder information specifications, manually configuring these with numerical data. Please see the reorder resource for a more comprehensive overview.

This option is great if you don’t have regular sales information for a product, like supplies and raw materials.

The sales velocity option prompts Finale to calculate your reorder point calc and reorder point max using your sales velocity and leveraging other reorder inputs - supplier lead time, desired safety stock, and expected sales growth — to make smarter, faster, purchasing decisions.

This is the most popular reorder option with most users, and it works well for products with a regular sales history.

Please reference the reorder system resource for a more comprehensive overview of this feature, defining each option and settings in detail.

Selling

This section is mostly used by users that plan to create manual sales orders within Finale since your pricing in most e-commerce workflows will be pulled from the marketplaces with the API connection.

The item price or case price is the default price value that will be applied to a sales order that the user manually creates in Finale. In addition, Finale offers the ability to configure pricing tiers, or price levels, that can be configured with manual entry or a formula. These can be added and configured in the product tab of your application settings. Please see image below for reference.

These pricing tiers can then be assigned to specific customers and/or added to sales orders to streamline pricing on orders created in Finale. Please keep in mind this is only relevant to orders being created in Finale.

Lastly, the other fields are mostly specific to barcode values. This is not only good information to store in your product catalog, but it can also be pulled to different label and report options. For example, if you wanted to print labels using your UPC values, not Finale’s default short code values, then we could edit the label to pull the barcode value from the UPC value versus the default short code value.

Please keep in mind if you are using Finale’s barcode solution in your workflow then you will need to also add those values in your product lookup table for the scanner to be able to interact with them.

Valuation

These fields are not editable from this screen, but this provides a breakdown of the valuation of the product.

Finale calculates, or assigns, your average cost using three features: purchase orders, builds, and average cost changes. Most users in the onboarding phase usually take advantage of the average-cost-change method. Then, they use purchases orders and/or builds to assign average cost from this point moving forward, allowing Finale the ability to calculate and assign automatically.

If your total valuation is ever incorrect, it is a direct result of either an inventory level issue or a cost issue.

Stores

Most users don’t use this section since these settings are applied globally at the integration task level. However, this section is very useful if you have specific products that need to be configured differently than the majority.

Please reference the push stock to your marketplace(s) resource for a more comprehensive overview of these setting details.

Please keep in mind these quantity for store values are what Finale WOULD push if the product is actually configured to push stock levels to that store for that lookup listing.

Custom Fields

Every workflow is different, so it is not a stretch to think you may want to capture some additional information outside of Finale’s default columns. Finale’s custom field option allows users to bridge the information gap and add fields to hold these custom data points.

The first step is to add your custom fields. Like many others back-end settings on this page, this can be done in the product tab of your application settings.

After your custom fields are added, you can populate your data into these fields either on the product detail screen or with a spreadsheet import using the field names as your column headers.

Please keep in mind that a pick list with defined options can be used as a filter in the report engine and on some list screens. However, the text fields cannot be used since they are not defined values.

Bill of Materials

Bill of materials is a term to define the component list, or recipe, to a kit/bundle product (or sellable SKU). These parent products, or sellable SKUs, can be pre-assembled, or built, or picked-to-order based on Finale's functionality and settings configuration. For example, the bill of materials of a fruit and vegetable basket may include one apple, one green mini banana, and one head of romaine lettuce.

The different setting configurations are listed below the items. Please reference the configure kit & bundle product resource for more information.

Product Lookups

The product Lookup function is synonymous with marketplace-SKU mapping, also accounting for alias SKUs, barcode scan-keys, and packing and serial numbers, and it is used to determine which store is associated with which listing.

If something other than the product ID itself is being used to recognize the product (i.e. different SKU name than product ID in Finale, barcode value, etc), then a product lookup is needed to map the value to the correct product ID in Finale.

Please reference the product lookup resource for a more comprehensive overview.