(screenshot of the Product Detail window: need to make up an interesting enough product)
...
Buttons in the ribbon
...
Button | Description | ||
New | Creates a new product . Click on the arrow below this button to create a new something else. | ||
Copy | Creates a | new product as a copy of an existing product. | Add From File... | Creates a new product with information from a file on your computer
Merge | Merges two products together. | ||
Save | Saves the | record you are working on, but does not close the screen.Save and Close | Saves the record you are working on, and closes the screen. If you have not entered all required fields, Readysell will tell you and will not close the screen until you have filled them all incurrent product. This button is only available if you have made a change to the product. |
Populate from Price Book | Copy field values from the price book into the current, normally new, product | ||
Extract Price Levels | Copy price level details from the current product. To be copied to a different product. | ||
Cancel | Discards any changes you have made since the product was last saved. This button is only available if you have made a change to the product. | ||
Delete | Deletes the current product | from the system. This cannot be undone. | |
View type | This lets you view the product list as a flat view or grouped by category. | ||
Product filter | This lets you view only cards that match particular criteria:
| ||
View Variants | Lets you save your changes to the product list under a named view variant. Then the list with your name will appear in the list of product views in future. You can recall the list look, field selection, sort and filter at any time in the future.. | ||
Associated Products | Opens the Associated Products window, showing information about all products associated with the selected product. | ||
Price Calculator | Opens the Price Calculator. The price calculator allows you to see the sell price that will be used for the product in saes. You can vary the quantity and see what the sell price result will be. [link to topic]. | ||
Price Book Entries | A list of entries for this product in the price book [link to topic] | ||
Set Date Range | Allows you to set the date range that will be used when displaying sales history for the product on those screens that limit the history displayed. Defaults to three months. | ||
Notes | Shows any notes that have been recorded for the current product. The number of notes is displayed in parentheses. | ||
Show in Report | Lets you run a variety of reports for the current product. | ||
Related | Gives you access to related information about the current product in other areas of the system. | ||
Refresh | Reloads the current record. If you have made a change to | ||
| Mass Price Update | Performs a mass price update. See Mass Price Update for more information. |
Actions available from this screen
(this might be the same as Buttons)
the product, Readysell will ask you whether you wish to save your changes. | |
Export | Exports the current record. You can choose from a range of formats. |
Full Screen | Views the current record in a new Readysell window. |
Help | Provides contextual help for this screen. |
Full Text Search | Allows you to perform a full text search. [link to Searching topic here] |
Fields at the top
Field | Description |
Product ID | An identification code for the product. This does not have to be the supplier’s reference. |
Category | The category that the product belongs to. Categories are used to make it easier to locate products for sales and other actions. |
Status | The status of this product. |
Name | The name of this product. <guidelines on names – what information they should have> <searching> |
Tabs on this screen
(tabs: link for each tab)
...
Status tab
The fields in this section show information about the product, how it is used, and so on. The fields in this tab are generated by the system and/or derived from information elsewhere in the system.
Field | Description |
Overall Rank | These fields are automatically generated, and provide information about the ranking of the product. A process can run, normally at night, that recalculates the product ranks. |
Quantity Rank | The rank based on quantity sold |
Value Rank | The rank based on value sold |
Margin Rank | The rank based on margin sold |
GP% Now | The gross profit percentage that would be earned by selling the product at it’s default sell price level. |
Date Created | The date that the product was entered into the system. |
Original Sell Price | The original sell price for the product, when it was first entered in the system. |
Was Price | This is used to specify the original price of a product, for situations such as sales. For example, a sales tag might say “was $80, now $20”. $80 is the Was Price in this case. There is a setting in system administration to determine how long the old price is retained when sell prices for the product are changed. |
Was Price Date | The date when the Was Price applied. For example, a sales tag might say “was $80 on 1/1/2014”. |
Last Ordered | The last date that the product was ordered through Readysell. |
Last Received | The date that the product was last received. |
Last Shipped | The date that the product was last shipped. |
Last Cat End | The end data for the last catalogue that included this product. |
Margin Rank Value | The rank based on the total value of margin in the ranking period |
<image> | An image of the product. The image is set in the General tab. [Is this displayed on the website?] |
General
Field | Description |
Manufacturer | If you have a card for the manufacturer, you can enter them here. |
Model | The model name. |
Image File Name | The name of the file containing the product image. |
Description
This tab contains a single field, which is where you can write a description of the product. If you prefer to work in HTML, or if someone has given you an HTML file, you can use the Design and HTML tabs at the bottom of the screen to switch between formatted and HTML text.
[link to topic about editing a description]
[link to topic about the text editor, if one exists]