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Creating and activating products

Learn how to create and activate products in Paragon, including setting up stock types, descriptions, tax codes, and product images.

Table of contents

In Paragon, the product module is where you manage your master data for items. While your specific screen setup may vary based on your configuration, certain mandatory fields must be completed to ensure the system functions correctly.

Creating a new product

Navigate to the product module in the right-hand menu. To start a new record, click the create a new product button (+) in the top-left corner.

Key data fields

Fill in all relevant information, paying close attention to these essential fields:

  • Code: Enter a unique alphanumeric item code.

  • Purchase cost: Enter the base purchase price of the product.

  • Inventory value: This is calculated automatically by Paragon; you do not need to enter this manually.

  • Stock type: Indicate whether the item is a stocked product or non-stocked.

  • Type: Select whether the item is a product, material, tool, or labor. This defaults to product and is typically only changed when working with Bills of Materials (BOM).

  • Description: Enter the primary description. You can also use description 2 or language-specific fields (e.g., description EN or description DE) if they are active in your screen setup.

  • Tax code: Select the appropriate tax category (e.g., standard, reduced, zero, or exempt). This defaults to standard.

Tip: You can add notes to a product using the plus (+) icon. This is useful for tracking information about replacement items or specific handling instructions.

Managing product images

You have two ways to add a visual reference to your product:

  1. URL: Enter a web link to the image. If the image changes on your website, it will automatically update in Paragon.

  2. Upload: Upload a file directly (BMP, JPG, or PNG). Click the plus (+) icon, choose upload file, select your image, and click submit.

Activating the product

Once you have filled in the fields, click the save icon in the bottom-right corner. Important: New products are created with an inactive status. You must click the green activate button to make the product live. Only active products can be added to sales or purchase orders.

Pricing and supplier modules

After activation, you can manage further financial and logistical details in these related modules:

  • Price book: Set your sales prices. You can maintain multiple price books for different customer groups.

  • Sales discounts: Create specific discount rules for items, product groups, or customers.

  • Vendor / Product: Link your internal codes to your suppliers' specific item codes and descriptions.

  • Vendor prices: Manage different purchase costs depending on which supplier you are buying from.