Click on Products tab under Settings menu.
Products menu
Available options:
► | Add new Product and Refresh buttons are displayed on the form header. |
► | List with the existing products is displayed in the grid section. You can sort the records to be in alphabetical order, reverse alphabetical order, and so on by clicking on the column header names. Also there are two fields, one for ProductID and one for Description where you can enter a value and perform searches by different criteria. |
► | Before each product there are two icons: - Delete, and - Edit. |
► | First, Previous, Next, Last buttons and currently seen page number are displayed on the lower left corner. |
► | Page size indicates the number of record displayed on a page. You can select between: 10,20 and 50 records. |
► | The total number of products that are created and the number of pages that exist are displayed on the lower right side of the menu. form. |
How to add a Product
1. Click on Add new Product.
Add new product on Products menu
2. Enter the ProductId and Description.
Note:
- Product ID must be unique and you will receive an error if you attempt to duplicate any existing product ID.
- Only Users with administrative privileges will be able to create products.
3. Set Unit Price
4. Two options are available: Taxable - set this if Sales Tax applies for this product.
Discontinued - can be checked if the product is not available at the moment but you don't want to delete it. While this option is checked, the product cannot be added to a case in order to be shipped.
5. Click Insert icon to finish the process.
How to edit a Product
1. Click on the Pencil icon in front of the Product you want to update.
2. Make any necessary changes and click the Update icon to save. If you changed your mind just click on Cancel icon
Note: Product ID cannot be changed after initial creation.
How to delete a Product
1. Click on the Recycle bin icon in front of the Product you want to remove.
2. When prompted to delete click Ok.
Note:
- You will not be able to delete a product you have used in any previous cases.
- Only Users with administrative privileges will be able to delete products.
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