====== Setting Up Product Lines ======

Setting up **Product Lines** is the second step in the process of setting up **Categories**. To review, there are 5 steps to setting up **Categories**, of which this is the second:

  * Set Up **Tax Codes** (should already be performed).
  * Set Up **Product Lines**.
  * Set Up **Categories**.
  * Assign **Product Lines** to **Categories**.
  * Set Up and Associate Attributes to **Categories**.

If you have not set up **Tax Codes**, do so before setting up **Product Lines**. Once you have set up **Product Lines**, proceed to the third step, which is to set up **Categories**. Do not set up **Categories** before setting up **Product Lines**.

Most likely when you set up **Tax Codes** you created two **Tax Codes**, **Taxable** and **Non Taxable**. With **Product Lines** you want to do the same thing and create two **Product Lines** named **Taxable** and **Non Taxable**.

===== How To Add A Product Line =====

  - Select **Setup > Categories > Product Lines**. \\ {{libertyreact:lib:newitem298.png|NewItem298.png}}
  - Select the **Add** button to add a new product line. \\ {{libertyreact:lib:newitem297.png|NewItem297.png}}
  - In the **Description**, enter the description of the **Product Line**. \\ {{libertyreact:lib:newitem296.png|NewItem296.png}}
  - Select the **Default** **Tax Type**. \\ {{libertyreact:lib:newitem295.png|NewItem295.png}}
  - The **GL COGS Account, GL Inventory Account**, and **the GL Sales/Income Account** are all fields pertaining to the Quickbooks Link sold by Resaleworld. \\ If you are unsure what to enter into these fields, consult your Accountant. \\ {{libertyreact:lib:newitem294.png|NewItem294.png}} \\ Note: The **GL COGS Account, GL Inventory Account**, and **the GL Sales/Income Account** are optional and not required when setting up **Product Lines**. \\ Note: Resaleworld Tech Support are not trained and licensed accountants. Although they can help with getting information into Quickbooks, they can not advise where in Quickbooks that information should go. Always consult an accountant when in doubt.
  - When finished, press the **OK** button at the bottom. \\ {{libertyreact:lib:newitem293.png|NewItem293.png}}

===== How To Edit An Existing Product Line =====

  - Select **Setup > Categories > Product Lines**. \\ {{libertyreact:lib:newitem292.png|NewItem292.png}}
  - Highlight the **Product Line** that needs to be modified and press the **Edit** button, or double click the product line. \\ {{libertyreact:lib:newitem291.png|NewItem291.png}}
  - Make the needed changes, press the **OK** button at the bottom. \\ {{libertyreact:lib:newitem290.png|NewItem290.png}}

===== How To Delete A Product Line =====

  - Select **Setup > Categories > Product Lines**. \\ {{libertyreact:lib:newitem289.png|NewItem289.png}}
  - Highlight the **Product Line** that needs to be removed and press the **Delete** button. \\ {{libertyreact:lib:newitem288.png|NewItem288.png}}
  - A Confirmation box will open. If you are sure you want to delete this **Product Line**, click the **Yes** button. \\ {{libertyreact:lib:newitem287.png|NewItem287.png}}
  - Verify that your **Product Line** has been removed. \\ {{libertyreact:lib:newitem286.png|NewItem286.png}}

Note: You can not delete price codes that have been used. If you attempt to do so, you will get the following warning.

{{libertyreact:lib:newitem285.png|NewItem285.png}}
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:setup:requiredsetupsteps:inventorymodule:productlines:whyplassigned|Why Categories are Assigned a Product Line]]

==== Related Topics ====

[[setup:requiredsetupsteps:inventorymodule:productlines:setupproductlines]]
[[setup:requiredsetupsteps:inventorymodule:productlines:assignroductlines]]
[[setup:requiredsetupsteps:inventorymodule:categories:categoryeditor]]
[[setup:requiredsetupsteps:inventorymodule:productlines:productlinesoverview]]
[[setup:requiredsetupsteps:inventorymodule:productlines:whyplassigned]]
[[setup:requiredsetupsteps:inventorymodule:categories:addchangeanddeletecategories]]
[[setup:requiredsetupsteps:inventorymodule:categories:categoriesoverview]]
[[setup:requiredsetupsteps:inventorymodule:categories:category_tax_update]]
[[setup:requiredsetupsteps:inventorymodule:categories:selectingcategoriesduringitement]]
[[setup:requiredsetupsteps:inventorymodule:categories:turnonandoffcat]]
[[setup:requiredsetupsteps:inventorymodule:pricecodes:aboutitemfees]]