Products / Inventory
Titles:
| Products | New Product |
|---|---|
| Custom Search |
PRODUCTS - Product inventory search
Search Fields
There are two options for searching: four quick search fields on the left, and freely created search criteria on the right.
Quick search fields
- Article number: The field searches for products based on the product product number. Partial hits are also taken into account, e.g. A search for "00Example" finds "00Example11". Product numbers can be separated by a comma. E.g. 111,222,333,997
- EAN: field searches for products based on the product's EAN code. Partial hits are also taken into account.
- Name: field searches for products based on the product name. Partial hits are also taken into account.
- Responsible person: The field searches for products based on the responsible person of the product. Partial hits are also taken into account.
- From - To End time frame limit.
- Product type
Quick search criteria can be freely combined. In this case, the search results must meet all the given search criteria.
Group Search
At the bottom of the previous image.
"Search by Groups" allows grouping according to the groups defined for the product. Select the group information and press the add button. The selection moves to the "group searches" box on the right. Several of these can be added. "Clear" removes the added conditions.
tag search fields can be entered in the product information if necessary, even more in the search list. They can be used as a restriction/grouping.
Custom Search
Expands search options, see end of help.
Search results
The search results show the most important information about the product. The information contains four links to more detailed information.
- By clicking on the product name, the product details page opens
- By pressing the (+) symbol next to the name, more information about the colors of the product opens in the search field.
- Once the color information is opened, it is possible to search for the colors of the product.
- In this case, the quick search fields will turn gray because they cannot be used.
- Colors can be searched using free search criteria, which otherwise work in the same way as in the product search, Except that a new option will appear in the search bar, where you can select the color information field from which the search will be performed.
- Clicking on the latest order opens the latest order details page
- By clicking on the last action, the details page of the latest order opens
Specifications
The product details show all the details of the product. The product can be edited by pressing the "Edit" button, and deleted by pressing the "Void" button.
Editing
In the Product Edit view, you can edit the product details. You can also freely add stock groups and colors to the product.
Inventory groups
A product can belong to any number of inventory groups. Inventory groups are discussed in more detail in the Groups section of the documentation.
Stock Lists
Inventory lists can be searched and created from the menu that opens under the "inventory" link in the top menu. Inventory lists can be searched by the name of the inventory group, and filtered by the inventory group author.
Inventory lists consist of several lists of inventory groups. These lists are displayed at the top of the inventory list page. Each list can contain multiple inventory groups. The inventory list search works in such a way that it searches all products that belong to all the inventory groups contained in each list. E.g. If there is a stock list with two lists: Shirts, Pants, which each contains two groups Shirts: T, Hawaii, Pants: Jeans, Chino, then the stock list will retrieve all products that are T-shirts AND Hawaiian shirts OR Jeans AND Chinos.
Inventory lists have three groups of settings: Common settings, Excel settings and Pdf settings. Common settings affect both excel and pdf printouts, and excel and pdf settings affect their own printouts respectively.
In the common settings, you can filter products based on their stock availability, Select whether to display the product by size or aggregate, and choose whether to display only products for sale
Excel settings are divided into two parts. In the first settings, you can choose whether to print product group headings. These refer to the names of the inventory list group lists. The sales interval tells you from which time interval the sales amounts are printed in Excel. Under the Printable data heading, you can choose which information about the found products will be printed in Excel.
In the PDF settings, you can choose the title of the pdf printout, as well as select the information to be printed, and the size of the grid to be printed.
Price calculations
Price calculations can be searched and created from the menu that opens under the "inventory" link in the top menu. Calculations can be searched from the active/processed/all menu, based on the person in charge, or narrow down the interval within which the price calculation has been made, or limit it based on which object the calculation is attached to.
The price calculation has basic information at the top, which affects all the lines of the calculation.
A single statement can have multiple lines for different quantities and prices for a product. Rows can be added by clicking the "create new" button. The new line has five lines that form the basis of the price calculation. In addition to these lines, you can add as many charges as you want, which will be included in the final price. When the rows are filled, press the save button to make the calculation.
NEW PRODUCT
A new product is added from Inventory - New product. The product is supplemented with the necessary information and pictures.
Colors
Colors are added to the product, where additional features and sizes are specified.
PRODUCT ASSIST
The product assistant can be used to create product information in a guided way. This is in development.
PROCESSING OF PRODUCT INFORMATION - EXPORTS
Product information can be selected in the main view and a few actions can be performed on the selected ones. First, let's find the right products
First, Select the items (An additional function "Do to the selected ones" will appear in the view)
Let's open Make for Selected Picklist
Open action
For example, select "Products to Excel"
Press Perform Action
File will be loaded.
IMPORT PRODUCT DATA
From the menu, select Products - Import File A box opens from which you can make import selections.
The first thing you should try is the option Check size ratings, which can be used to detect possible errors.
The pane contains a selection field for the file you want to import. Search for and select the file you want to import.
Reading product information from a table
INVENTORY SETUP
Groups
inventory groups can be edited from the inventory settings page Inventory groups can be added to a product from the Inventory groups subview
SALES PRICES
In the inventory settings, you can define the available sales prices. Sales prices will be visible for all products. Sales prices can:
Add: The sale price is added for all existing products.
Edit: Changing the name, currency, default, or additional information will change the corresponding information to the sale prices of all products.
Delete: The deletion of the sale price is verified from the user. If the sale price is removed, it will also be removed from all products.
The order of the sales prices can be changed by pressing the up/down links. The order of sales prices affects the order in which they are displayed on the product page, as well as when selecting a product for a quote, order, or invoice.
CUSTOM SEARCH
The freely created search criteria have three selection fields: Search field, operator and search term. In the search field, you can choose which customer information to search from. The reference operator is selected from the operator.
Options include
- '=' i.e. the equal operator that requires a perfect match. The operator also takes into account the font size.
- '!=' i.e. the inequality operator that accepts everything except a perfect match.
- '<', i.e. a less-than-operator that accepts anything less than a search criterion. Available only when searching numeric fields.
- '>', i.e. greater than operator, which accepts anything greater than the search criterion. Available only when searching numeric fields.
- '<=', i.e. less than or equal to operator, which accepts anything less than or equal to the search term. Available only when searching numeric fields.
- '>=', i.e. greater than or equal to operator, which accepts anything greater than or equal to the search criterion. Available only when searching numeric fields.
- 'contains' operator. Selects the results that contain the text of the search term. Ignores case sensitivity. Available only when searching for a subtitled exam. Quick and free-to-create searches can be freely combined. In this case, the results must meet all the given search criteria. There is also an option on the right where you can choose how many search results are displayed.