Overview
Quick product creation is designed for situations where speed matters, such as adding an item during a busy sales or purchasing process. It helps users create the item quickly while keeping the record usable across QBM.
Main purposeAdd items quickly without waiting for a full product setup process.
Important areasBasic item details, classification, pricing or cost basics, and later follow-up for full setup.
Business valueFaster operational flow while still keeping item records controlled.
Where To Find It
Common Path: Inventory > Products > New Express Product / Quick Add Item
Users often use quick item creation when the required item does not yet exist and business work needs to continue immediately.
Note: Quick creation should still follow company rules for naming, classification, and later cleanup.
How It Works
A quick product record normally captures the minimum needed to make the item usable. Afterward, a detailed review can be done if more advanced item settings are required.
- Use quick creation for speed, not as an excuse for poor master data.
- Basic classification should still be applied at creation time.
- A follow-up cleanup step may be needed for complex items.
Main Areas
| Area | What It Is Used For |
|---|---|
| Basic Details | Capture the item name, code, and core identity. |
| Classification | Select category, brand, or other simple grouping where available. |
| Cost / Price Basics | Enter the key values that make the item usable operationally. |
| Later Cleanup | Complete any additional item settings after urgent work is finished. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Item Name | The main name of the new product. | Use a clear business name from the start. |
| Item Code | The code or reference used to identify the item. | Follow company numbering or coding rules. |
| Category / Brand | Basic classification values. | Use them to keep the item organized from day one. |
| Price / Cost | The minimum financial values needed for use. | Enter them carefully so daily transactions stay correct. |
| Active Status | Controls whether the new item can be used immediately. | Keep it active only when the item is ready for use. |
Recommended Workflow
- Create the item from the quick or express item-creation option.
- Enter the minimum required identity information such as name and code.
- Add the essential classification and price or cost values.
- Save the item so the current business process can continue.
- Return later to complete the full item setup if the item requires more detailed control.
Best Practice
- Use the same naming standards as full item setup.
- Do not skip essential classification just because the screen is quick.
- Review newly created quick items regularly to complete any missing details.