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How to create products in Rackbeat

Products can be created in two ways: Manually or via import. Below, we will guide you through how to create a product manually.

This article will help you create products and explain the meaning of the different fields that can be filled out.

Products can be created in Rackbeat in two ways: manually or via import.
See guide: How to import products

It is mandatory to create at least one product group before you can create a product.
See guide: How to create Product Groups

Table of Contents

  • Steps to create a product
  • Overview of product data
  • Create item fields

Steps to Create a Product

  1. Go to the “Products” tab: Click on the “Products” option from the top navigation or dropdown menu.

  2. Click “Create new” to start creating a new product.

  3. Fill out the required fields: Fields marked with * are mandatory.

  4. Click “Create Product”: Once all relevant information has been entered, the product will be created.

Overview of Product Data

Fields marked with * are mandatory.

Field Meaning
Name* The product name
Number* Unique product number (max. 25 characters)
Barcode The product barcode
Description Description of the product
Unit The product unit
Product Group* The product’s assigned group
Discount Group The product’s discount group
Default Location Suggested location every time the product is received
Default Department Requires department module in e-conomic
Department suggested every time the product is sold
Primary Supplier Suggested supplier every time the product is ordered
Variation Variation type relevant for this product (if variations apply)
Sales Price Sales price in the account’s default currency
Cost Price Cost price of the product
Cannot be changed directly — only via purchases or adjustments
Recommended Price Recommended retail price, shown on product card and PDFs
Expected Cost Price Price expected when purchasing the product
Additional Cost Percentage added to cost price during receiving or production
Profit Margin (%) Margin percentage based on expected cost and sales price
Changing this will also adjust the sales price
Gross Margin (%) Gross margin percentage based on expected cost and sales price
Changing this will also adjust sales price and profit margin
In Stock Quantity in stock when creating the product
Becomes locked after creation
Minimum Stock Minimum stock before Rackbeat suggests reordering
Minimum Order Quantity Minimum quantity to order each time
Minimum Sales Quantity Minimum quantity required to sell each time
Weight Product weight
Weight Unit Unit for product weight
Width Product width
Height Product height
Depth Product depth
Size Unit Unit for product dimensions
Status Whether the product is blocked or active
Has Serial Numbers? Enable if you have the Serial Number Management module
Has Batch Tracking? Enable if you have the Batch Tracking module
Requires Quality Control? Enable if product must be quality-approved before being received into stock (extra approval step required upon receipt)
Create Product Saves the product
Create & New Saves the product and opens a new product form

Create item fields

Should you need more product data than what is available pr. default, you have the option to create your own fields on products.

Please read the following guide on user fields:
Custom fields in Rackbeat

FAQ

How do I register the product volume (m³)?
Rackbeat does not have a dedicated volume field on the product card.
Instead, you can use a custom field named “Volume”. Based on the product’s dimensions, you can calculate and enter the volume manually.