Versions Compared

Old Version 11

changes.mady.by.user Monica Chand

Saved on

compared with

New Version Current

changes.mady.by.user Diane Partridge

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

Reference

Buttons

Refer to Common Buttons.

ImageNameDescription
Image Modified

Merge

Merge's two products together- Allows your to select 2 products then you will get the option to select which product from the selected to "merge into".

Image Modified

Populate from Price Book

Copy field values from the price book into the current,  normally new product.

  • When the "Populate from Price Book" button is clicked, it searches for a matching product in the price book based on a Product.ProductID > PriceBook.ProductID OR Product.ProductID > PriceBook.EzCode - if either matches, skip the price book selection window.
  • When the "Populate from Price Book" window is accepted, check if it will attempt to override any existing fields, if so:

    • Pop up a message box appears- "Do you want to override existing product data from the price book?".

      Expand
      titleShow me

      Image Modified


    • If yes, then override existing data based on the selected product
    • If no, leave the existing fields as they are and only populate data if the existing field is blank or null

Image Added or Image Added


This action button toggles to convert product stock unit as follows :

Image Added


Image Added

Image Modified
Extract Price LevelsCopy price level details from the current product. To be copied to a different product.
Image Added

If a product has any related records in Readysell (for example, a product might have a related contract), you can use the Show Related button in the Home ribbon to view these records.
Image Modified
Associated ProductsOpens the Associated Products window, showing information   about all products associated with the selected product. Associated products are usually bar codes for individual products or the   outer boxes the products are shipped in. A unit can be specified for an associated product. Allowing you to specify that the associated product is an   outer bar code. This can be used when receipting, shipping or selling the product.

Fields 

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. (E.g: Active, discontinued etc)

Also displays product category level when displaying product category on the product detail view and on product category lookups.

Replace the current single category field in the price book with six category fields. Being name something like category0,category1 etc.
When loading data into the price book persist all levels of category into the price book entry.
When updating categories from the price book run. Add some code to correctly build the category tree from the root to the leaf node where the category does not currently exist.

Status

Insert excerpt
Product Status
Product Status
nopaneltrue

Name

The name of this product.