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Documentation Index

Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt

Use this file to discover all available pages before exploring further.

Product setup is not just catalog cleanup. Small choices on this page can affect whether an item can be sold, stocked, picked, packed, purchased, taxed, serialized, or shown on a sales channel.

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Start From The Products List

Go to Products to search the catalog, filter by product type, review active and inactive counts, import or export product data, and create a new product. The list is also the fastest place to confirm whether a product exists, what type it is, and whether it has available inventory.

Products list with product type summary cards, product tabs, search, import, export, add product, and product table columns

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Create A Product

  1. Click Add Product.
  2. Enter the product title customers and operators should recognize.
  3. Enter the part number or SKU used by your team.
  4. Choose the correct product type.
  5. Select a category when the product should group with related catalog items.
  6. Enter the list price used as the starting sell price before pricing rules apply.
  7. Add weight and dimensions when the item will be packed, rated, shipped, or palletized.
  8. Confirm whether the item should charge tax and track inventory.
  9. Click Create Product.
Create Product modal with title, part number, product type, category, list price, weight, dimensions, Charge Tax, and Track Inventory fields
Use a real SKU or part number early The title helps people recognize the item, but the part number is usually what operators paste into order entry, purchasing, receiving, and inventory searches. Make it stable before the product starts appearing on orders.

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Choose The Right Product Type

Product type controls which tabs, fields, and workflows are relevant for the item. Pick the type that matches how the item is used physically and financially.

  • Physical: a normal stocked item that can be sold, purchased, counted, packed, shipped, and replenished.
  • Kit: a sellable bundle whose component products satisfy the order line. Use this for assemblies, bundles, and packages sold as one item.
  • Box: a shipping container or package product used by packing and label workflows. Boxes are setup infrastructure, not normal sellable inventory.
  • Service: labor, fees, installation, subscriptions, or other non-stock lines. Services do not need inventory or shipping setup.
  • Variant Parent: a grouping product for variations such as size, color, model, or configuration. The child variants carry the real stock, shipping, and order behavior.
Changing product type later can be blocked Arcus protects history. If a product is already referenced by orders, inventory, kit components, bills of material, or other records, some type conversions may be unavailable. Create a replacement product when the item has already been used in a way that should not be rewritten.

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Finish The Product Detail Page

After creation, Arcus opens the product detail page. Use the header to edit, duplicate, archive, reactivate, delete when allowed, or move through the filtered product list. Use the tabs to finish the parts of setup that apply to that product type.

Product detail overview with product header, status badges, tabs, listing information, media gallery, settings, product details, and inventory locations
  • Overview: title, description, media, active state, serialized inventory, charge tax, track inventory, product tax code, warranty, and inventory location summary.
  • Pricing: product price, channel or customer pricing, quantity breaks, and margin context.
  • Components: kit composition for kit products.
  • Variants: child product variations for variant parents.
  • Purchasing: vendor, replenishment, cost, purchasing, and lead-time behavior for purchasable items.
  • Inventory: on-hand, allocated, available, supply, demand, and inventory movements for stocked items.
  • Bin Locations: warehouse placement and picking context for stocked items.
  • Serials: individual serial records for serialized stocked items.
  • Shipping: dimensions, weights, box rules, package presets, and pallet data for shippable items and boxes.
  • Listings: sales channel publishing and customer-facing catalog behavior for sellable items.
  • Analytics: performance, usage, and related product signals for sellable items.

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Set The Operational Flags

The settings on the Overview tab tell Arcus how to treat the item in daily work. Review them before the product is used on real orders.

  • Is Active: active products can appear in product search and normal workflows. Archive products that should no longer be selected.
  • Serialized Inventory: requires one serial number per unit before a serialized product can be completed through fulfillment or manufacturing.
  • Charge Tax: tells order entry and AvaTax review that the product is intended to be taxable unless the customer, address, or tax setup changes the result.
  • Track Inventory: keeps stock balances and availability. Turn it off only for non-stock products or special items where Arcus should not enforce quantity availability.
  • Apply Freight Insurance: includes the product in insurance calculations when supported by the shipping workflow.
Active is not the same as available Active means the product can be found and used. Available inventory still depends on stock on hand, allocations, open demand, receipts, bins, and the product type.

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Enter Shipping And Packing Data

Use the Shipping tab for products that are packed, rated, shipped, or palletized. This is where the physical data used by Pack with Arcus, carrier rates, label purchases, box selection, and freight handling is maintained.

Product Shipping tab with dimensions and weight, length and weight units, tolerance, box rules, prepackaged presets, and pallet configuration
  • Dimensions and weight: needed for package suggestions, carrier rating, label purchase, and freight planning.
  • Length and weight units: confirm the units match the numbers entered so rates and packing math stay correct.
  • Tolerance per side: gives packing suggestions a small physical buffer when appropriate.
  • Packing category: groups items that can or cannot share boxes under Pack with Arcus rules.
  • Prepackaged presets: use when the product ships in a known manufacturer box or fixed package.
  • Pallet configuration: supports carton and pallet math for bulk, freight, and warehouse planning.
Bad dimensions create bad shipping results Missing or wrong dimensions can break packing suggestions, make carrier rates inaccurate, or cause the warehouse to repack manually. Keep this tab accurate for every product the team ships.

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How Product Setup Affects Other Workflows

  • Order entry: active products, variants, kits, list price, charge tax, and pricing rules determine what can be added and how it prices.
  • Fulfillment: track inventory, serialized inventory, kit components, package data, and shipping dimensions determine what can be picked, packed, labeled, and completed.
  • Inventory: stocked product setup drives balances, allocations, receiving, bin locations, supply, demand, and transaction history.
  • Purchasing: vendor and purchasing setup drives purchase orders, replenishment, bills, and receiving context.
  • Accounting: product type, cost, tax code, revenue, freight, and inventory handling affect downstream posting and reporting.
  • Sales channels: listing data, media, title, description, active state, and variants affect what customers can see or buy.

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Common Blocks

  • Product is missing from order search: confirm it is active, belongs to the current entity, has the correct product type, and is searchable by title or part number.
  • Inventory will not track: confirm the item is not a service or variant parent, and that Track Inventory is enabled.
  • Serialized fulfillment is blocked: add the required serial numbers before completing the unit.
  • Kit cannot be fulfilled: review kit components, component stock, and whether the ordered quantity can be built.
  • Shipping label or rate looks wrong: review weight, dimensions, units, ship-from address, destination address, packaging, and shipping rules.
  • Tax looks wrong: review Charge Tax, product tax code, customer exemption, shipping address, and AvaTax setup.
  • Product type conversion is unavailable: check whether the product already has historical references that block conversion.

Product Types and Costing

Understand product type conversion rules, FIFO layers, product value, and Recost repair behavior.

Kits and Assemblies

Create kits, add components, understand kit cost, and sell bundles safely.

Pricing Rules

Configure quantity breaks, customer pricing, and multiplier rules.

Product Variants

Generate variants, manage child SKUs, use the variant editor, and set variant kit behavior.

Marketplace Listings and Mapping

Map Arcus products and variants to marketplace listings, resolve drift, and use Shopify Bulk Map.

Inventory Management

Track stock, locations, reorder points, and inventory movement history.