Miscellaneous Products

Staff can create miscellaneous products to record sales for products that cannot be categorized into another order item configuration. Common miscellaneous products are wire transfer fees or returned check fees.

1. In the tab bar, click 

   

   App Launcher, or in Salesforce Classic, click 

   

   Nimble AMS, Staff View, Button, All Tabs.
2. Click Products.
3. Click New.
4. In Record Type of new record, select Miscellaneous.
5. In Product Name, enter a name to assign to the product. This displays in the order process and on invoices. 

6. In Short Name, enter a name to assign to the product. The Short Name is used by staff to search for the product, or in reports. 

   

   For example: Returned Check Fee; Wire Transfer Fee

7. Status is populated.

8. In Display Order, enter a number to signify where in the list of products this miscellaneous products should be displayed. The lower the number, the higher the miscellaneous product displays on the list of products.

   

   The number should be 0 -  999.

   Consider spacing out your numbers to accommodate future changes in products.

   Avoid: Miscellaneous Product 1: 1, Miscellaneous Product 2: 2, Miscellaneous Product 3: 3, Miscellaneous Product 4: 4

   Better: Miscellaneous Product 1: 1, Miscellaneous Product 2: 5, Miscellaneous Product 3: 10, Miscellaneous Product 4: 15

9. You don't need to change Quantity Limit, as it is not applicable to miscellaneous products.
10. In Description, enter a description for the product. This may appear on an invoice, order confirmation, etc. 

11. In Short Description, enter a description for the product. 

    

    For example: Used when a constituent's check is returned by the bank.

12. In List Price, enter the price that constituents will pay for this product when no special pricing is applied. 
13. In Revenue GL Account, enter the GL account to which revenue for this product is recorded, click 

    

    Nimble AMS, Staff View, Button, Lookup, select the GL account. 

14. In Entity, enter the name of the entity that owns this product, click 

    

    Nimble AMS, Staff View, Button, Lookup, select the entity. 

15. Optionally, in Currency, select the right currency value.

    

    Note

    If you have enabled Salesforce multi-currency, Salesforce introduces the Currency field on all object layouts within your org.

    While creating a New Miscellaneous Product record make sure to select the Currency field value that matches the Currency field value on the linked Entity record. If the Currency field value of Entity and Miscellaneous Product does not match, then it throws an error.

    Also, once the record is saved, you will not be allowed to edit the value of the Currency field.

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16. If you want to track the inventory level of this product, select Track Inventory.
17. If you are tracking the inventory level of this product, in Inventory, enter the starting count of inventory for this product. 
18. If prior sales of this product impact your inventory level, in Inventory Used, enter the quantity of this product sold. 
19. If you are tracking the inventory level of this product, in Inventory Last Updated, enter the date the inventory level was last updated by staff. 
20. Click Save.