View Products
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George Sutton
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- Product Code
- Product Description
- Barcode
All records containing the text entered in the search field will populate in the search field's list and you can select as appropriate to open the record.
View Products page
From the main menu, select Inventory, Products and then select View Products to review the default list of your products.
Header Button descriptions
Across the top of the screen, you will see the following buttons on the right hand side.
- Import: This button will re-direct you to the Import/Export page, from here you can download blank or pre-populated Product templates. For more details, see Import/Export Products
- Export: If you would like to export the current list from the View Products page, click Export. By default, the export will download a PDF file, but use the drop-down menu to download the list as a CSV or XLSX file instead.
- Add Product: Takes you to the Add Product page, where you can add a new product record. For more details, see Create Products
Filter Field Descriptions
Depending on the type of information you'd like to see as an overview for your products, you can enter the relevant criteria in the available Filter Fields. Hit enter on your keyboard or click away from the field and the View Products page will update to apply the filters.
| Filter Field | Description |
|---|---|
| Product | Field used to filter products by product code or product description. Any product containing the text entered in the code or description will be populated. |
| Product Group | Use the drop-down menu to filter products by their assigned Product Group. For more details, see Product Groups. |
| Supplier | Filter the products listed based on the Default Supplier mentioned in the product's Purchase tab. |
| Supplier Product | Filter your products by a Supplier's product code, as found in the product's Purchase tab. |
| Bin Location | If Per Warehouse Controls is enabled, filter products by the default warehouse's Bin Locations. |
| Barcode | Filter products by their Base Unit's Barcode. |
| Obsolete | Use the drop-down menu to filter for obsolete (Yes) or un-obsolete (No) products. No is filtered by default. |
| Sellable | From the drop-down menu, filter your products depending on whether they are Sellable (Yes) or Non-Sellable (No), or either (All). |
Header Descriptions
By default, the following Headers will be shown on the View Products page. But you have the option to customize the layout, remove header's you don't need or add other headers as you need. For more details, see How to Create Default Grid Layouts.
|
Header |
Description |
|---|---|
| Action Cog | Use the tick boxes to select multiple products from the same page and hover over the Action Cog in the View Products header to update the ticked products in bulk. |
| Image | The Image column populates the default image set for the product. Hover over the image with your cursor for an enlarged view of the image. |
| Product Code | This is the product code of the product and has to be unique. |
| Product Description | Displays the product description of the product. |
| Product Group | Displays the Product Group allocated to the product. |
| Base Pack | Displays the Base Unit's Pack Size of the product. |
| Allocated | Displays the Global Allocated quantity to open Sales Orders, Assemblies or Warehouse Transfers. |
| On Hand | Displays the Global Stock on Hand quantity for the product. |
| Base Unit | Displays the Base unit of measure for the product. |
| Action | Click on the Action Cog in the product's row to edit, clone, adjust, quote, order, purchase, view transactions, obsolete, print a product label or delete individual products. |
Using Actions
When using the single product Action Cog (available only within the product's row in the View Products page), the below options are available:
- Edit: Enables you to edit the specified product. When this option is selected, the Product record appears, providing you with the ability to edit any required details.
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Clone: Enables you to clone the specified product. When this option is selected, a dialog box appears asking you to fill in the required details: Product Code, Product Description and an option to advise a Base Unit Barcode. There is also a checkbox to tick if you want to avoid copying the product's Supplier Code and Description to the new product.
- Adjust: Enables you to make a stock adjustment for the specified product. When this option is selected, you are re-directed to the Add Stock Adjustment page which will be pre-populated with the Product. For more details, see Add Stock Adjustments.
- Quote: Enables you to create a Sales Quote for the specified product. When selected, you will be re-directed to the Add Quote page and once a Customer is specified the specific product will be pre-populated in the Quote Line. Fore more details, see Add Sales Quote
- Order: Enables you to create a Sales Order for the selected product. When selected, you will be re-directed to the Add Sales Order page and once a Customer is specified the specific product will be pre-populated in the Order Line. For more details, see Add Sales Orders
- Purchase: Enables you to create a Purchase Order for the specific product. When selected, you will be re-directed to the Add Purchase Order page and once a Supplier is specified the product will be pre-populated in the Order Line. Fore more details, see Add a Purchase Order
- View Transactions: Enables you to review the transactional history of your individual product. When selected, you will be re-directed to the Transaction Enquiry, pre-filtered for the specific product. For more details, see Transaction Enquiry.
- Obsolete: Allows you to update a product's status to Obsolete, so that it is no longer active for use and application in new transactions. When selected and the product has no stock on hand or no affiliated open transactions or Bill of Materials (BOM) the product will be updated to Obsolete. For more details, see Obsoleting old and unused master files.
-
Print Product Label: Enables to you print a label for the product. When selected a pop-up window appears to confirm the print specifications. Select the Label Template required from the drop-down menu, the Label Quantity and the Unit of Measure appropriate to populate in the label. Once confirmed, select Print and a PDF document will be generated and available for download in the Task Bar icon.
If the product is Batch or Serial Tracked, the Product Label Print Confirmation will also include a section in which you'll be required to select the batch or serial numbers the label is being printed for. - Delete: If the product has not yet been added to a transaction and doesn't not have any stock on hand, it can be deleted. If the product has been included on a transaction, it cannot be deleted and you will need to use Obsolete instead.
When using the checkboxes to select multiple products from the View Products page, the bulk Action Cog (available in the header) options available are:
- Make Sellable: Enables the Sellable setting in your products, so that it can be included on Sales Quotes, Orders and Credit Notes.
- Make Non-Sellable: Disables the Sellable setting in your products, so that it can no longer be included on Sales Quotes, Orders or Credit Notes.
- Obsolete: Allows you to update each product's status to Obsolete, so that it is no longer active for use and application in new transactions. When selected and the products have no stock on hand or affiliated open transactions or Bill of Materials (BOM) the products will be updated to Obsolete. For more details, see Obsoleting old and unused master files.
- Delete: If the products have not yet been added to a transaction and don't have any stock on hand, they can be deleted. If any of the products have been included on a transaction, it cannot be deleted and you will need to use Obsolete instead.
Customize the View Products page
Further to filtering the View Products page to see a select group of products, you can also manipulate how the product data's shown and populated.
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Sort by Header: By default, the View Products page sorts the products in descending alphanumeric order, by Product Code. But you can select any other header to sort the products by, simply by clicking on the appropriate header. Click the header once to sort in to descending order, then a second time to sort in to ascending order.
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Group By Column(s): Consolidate your product view into further overview, by column. Drag and drop the column's header in to the greyed out area above the grid and the listed, as soon as you drop it the grid will group everything based on that column. Use the + icon in the grid to expand each group to zoom and review products within it. You can group by as many columns as you like and expand all or collapse all the groups under the More menu.
- Adjust Columns: To expand or reduce a column's width, hover over the column's edge and drag and drop it to the preferred size.
- Move Columns: To change where a Header's column sits in the layout, drag and drop it to a new position along the header's line.
Create and Share alternate layouts
If you've sorted and grouped your layout in to the perfect view, save it for future use or share with other users in your team using the Show Toolbar options:
- In View Products, select Show Toolbar from the far right of the page, above the grid's headers.
- Select New and provide a name for your custom layout
- Click Add, the layout will be saved to your user profile and will be available to select in the Grid Layout drop-down menu.
- To make the layout a default view, tick the Default checkbox.
- To make the layout available for other users to use, tick the Shared check box.
- Make updates and amendments to the layout at any time, just click Save to apply those changes.
- If the layout's no longer needed, select Delete to remove it.
NOTE: Shared layouts cannot be Defaults to another user's profile. If another user wants to use your Shared layout as a Default they just need to follow the below steps:
- In View Products, select Show Toolbar.
- Go to the Grid Layout drop-down menu and select the layout they want to make their default.
- Once the layout's shown, select New.
- Advise a new Grid Layout Name, unique to the user and click Add.
- Select the newly added Grid Layout in the drop-down menu, then tick the Default checkbox.
NOTE: Any changes made to a Shared layout will not apply to any layout another user's saved as their own.
Customize Headers included in the Grid Layout
Decide which pieces of information you want to show in your grid layout by customizing which Headers Columns are included:
- In the View Products page, select Show Toolbar
- Select the Hidden Columns button
- A pop-up window (which can be moved around your screen) of all additional Header Columns available to include will listed there.
- To add more columns, drag and drop the header from the Hidden Columns list to your grid's layout into the required position.
- To remove columns, drag and drop the header from the layout in to the Hidden Columns list.
NOTE: The grid's layout can be sorted based on a Hidden Column's header. The Header does not need to be added to the layout for the product list be sorted in ascending/descending order based on a Hidden Column. Simply click on the Hidden Column in the pop-up window to apply the sorting to your layout.
The Hidden Columns options include (subject to Product permission):
- Available
- Average Land Cost
- Base Barcode
- Bin Location
- Created On
- Default Purchase Price
- Default Purchase Unit
- Default Sell Price
- International Commerce Code
- Is Assembled (tick column)
- Last Cost
- Lead Time (Days)
- Minimum Order Quantity
- Minimum Sale Quantity
- Minimum Sell Price
- Nominal Cost
- Obsolete (tick column)
- Sellable (tick column)
- Supplier Code
- Supplier Name
- Supplier Product Code
- Supplier Product Description