Set up a small catalog, step by step

Build the Bright Home Supplies catalog from nothing. Use a training system. You need the Catalog permissions and master-data create permission.

Part 1: master data

Dashboard → Settings → Master data:

Type	Add (Code / Label)
Product Color	BLUE / Blue, RED / Red
Product Size	check MEDIUM and LARGE exist; add them if not
Unit Of Measure	check at least one active item exists

Part 2: categories

Catalog → Categories → Create category, in this order:

#	Category code	Category name	Parent category
1	CLOTHING	Clothing	(No parent category)
2	KITCHEN	Kitchen	(No parent category)
3	TSHIRTS	T-shirts	Clothing
4	MUGS	Mugs and cups	Kitchen

Check: the register shows 4 categories, with Clothing as the Parent category of T-shirts.

Part 3: a product with two variants

Catalog → Products → Create product:

Product information	Value
Code / Name	TSHIRT-COTTON / Cotton T-shirt
Kind / Status	Finished good / Active
Product Type / Unit Of Measure	GOODS / PCS
Category	T-shirts (TSHIRTS)
Stockable / Saleable / Purchasable	✓ / ✓ / ✓

Variant	Variant 1	Variant 2 (select Add variant)
Variant Code	BLU-L	RED-M
Name	Blue, Large	Red, Medium
SKU	TS-BLU-L	TS-RED-M
Status	Active	Active
Color / Size	Blue / Large	Red / Medium
Cost / Sale Price	5.20 / 12.00	5.20 / 12.00
Default	✓

Select Create product. Check: the register shows Cotton T-shirt with 2 variants and price $12.00.

Part 4: a product with one variant

Product	Value	Variant 1	Value
Code / Name	MUG-CERAMIC / Ceramic Mug	Variant Code / Name	STD / Standard
Type / Unit	GOODS / PCS	SKU	MUG-STD
Category	Mugs and cups	Shape	Round
		Sale Price	4.50

Part 5: everyday changes

Change	How	Check
Start selling Blue / Medium	Add Variant on Cotton T-shirt: BLU-M, SKU TS-BLU-M, Blue / Medium, 12.00	3 variants
Large costs more	Edit Variant BLU-L: Sale Price 14.00	Price Range $12.00 - $14.00
Stop selling Red / Medium	Edit Variant RED-M: Status Discontinued	Variant line shows Discontinued

Try the refusals

Try	Expected
Create another product with SKU TS-BLU-L	"SKU 'TS-BLU-L' already exists for this tenant."
Create a product with two variants both Blue / Large	"Duplicate variant combination found for color 'Blue' and size 'Large'."
Remove the only variant of Ceramic Mug	"At least one variant is required."
Create a category with code TSHIRTS again	"Category code already exists: TSHIRTS"

Next

Load opening stock for each variant in Inventory: see Add stock.