Creating a Product (Sales)

How do you create a Product in VUE?

To create a Product in VUE, navigate to Sales > Maintenance > Sales > Products, click New, enter a Product Code, and complete the required fields before saving. Products must match the Accounting Deal Posting Template; pre-loaded products can be edited within the Deal itself.

VUE is a permissions-driven system that tailors security access to suit each user's needs. Access to each menu item is managed by an Administrator at your dealership. See the Help article on Roles and Permission to learn how.

See the Permissions Reference Guide to understand what permissions to assign.

What should you know before creating a Product?

• Every Product must match the Accounting Deal Posting Template.
• Pre-loaded Products are configured to allow editing within the Deal so you can adjust Price, Cost, Description, and User Override settings directly within the Deal.
• To create an Aftermarket product, a Price and Cost must be defined.

Steps to create a Product

Navigate to Sales > Maintenance > Sales > Products. In the Primary Grid, follow these steps:

1. Click the [New] button in the Action Ribbon.

2. Input the Product Code in the field.

3. Click the [Create] button.

4. Click the Description field and input the Product description.

5. Click the [User Override]

   1. Select Yes to allow editing within the deal or select NO to prevent editing in the deal.

7. If creating an Aftermarket product, enter the Price and Cost values in the corresponding fields.

8. Click the Save button in the Action Ribbon.