Overview
The General tab in the Product general window contains general information about the card.
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Field | Description |
Manufacturer | If you have a card for the manufacturer, you can enter them here. |
Model | The model name.code that is used by the manufacturer |
Image File Name | The name of the file containing the product image. |
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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.
To have the Description upload to the web with bullet points, key in the description continuously separating each point with a space|space i.e. asasdfasdfsadf | asdfasdfasdfasdf
The | translates to a bullet point on the web.
| Note |
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Please refrain from using characters i.e. don't use * or & or " or - etc |
Alternate IDs tab
Each product can have an unlimited number of alternate product codes. Those can include:
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| Name | Description |
|---|---|
| ID | The alternate ID for the product. |
| Product ID Type | The type of alternate ID you are creating aka the reason you are creating it. This can be:
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| Product Unit | Specifies which unit the alternate ID applies to, if this is different from the main product unit. For example, an inner barcode might apply to each unit, while an outer barcode might apply to a box of five Box 5 (5). To see more on units click here. |
| Site | The "Site" on alternate product IDs makes it possible to allow an alternate code to only be applicable for a specific site. This means if you have a transaction for a certain site and scan or search for the ID, it will only consider IDs that have a blank site or specifically for the site of the transaction. This feature can be used for a number of scenarios, including: - Allowing different quantities to be associated with the same barcode at different sites - Allowing the same barcode to be used on multiple products, depending on the site - Limiting the use of a product at a specific site |
Creating new outer barcodes
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Web Categories tab
This tab is used for those stores who have their own websites.
It lists the web categories that the product belongs to. Web categories can contain the same product under many different web categories. This is different to the normal product category structure. Each product can only have one ‘category’ but it can have many ‘web categories’. The web categories are a provision in case you need to make lists of products that are in many categories.
Click button Insert to insert to insert a new one or remove an existing category onto this product (or once you click on Insert, there is a New button to add a brand new category into the category tree for you to then select) or button Remove to remove the selected category from the list of categories on that product.
Field | Description |
Name | The code and name of the category/ies |
Parts tab
Parts list the other products that are frequently used by this item. Either as consumables but more frequently during repairs.
The mobile app for technicians and the service order entry detail view show lists of parts. Making it easy to record those parts as being used by the product.
Field | Description |
Part Product | The product ID of the part for this productid. |
Is Supply Flag | Modifies the behaviour of parts such that they do start on a machine immediately when shipped, but rather wait until FM Audit and/or inbound emails signal that the supply has been installed. There are basically two rules: If the check box for 'is supply'' is turned on, that means use it when the part based upon the triggers on the conditions from data that is fed thru either fm audit, email or external source. So if 'is supply' is on, only start the part once the toner level % or whatever triggers the next start date and end date is reached. Warning, if you turn it on, you must ensure that your data feed is active. |
| Expected Meter Count | A manual entry of what you expect the count to be for that meter part |
Copy Parts from a Product to another Product
- Find the product with the parts configuration you want to copy
- Click General>Parts tabs
- Select the parts you want to copy
Click Copy Parts button
Expand title Show me 
Select the product(s) you want to copy to
Click OK
Expand title Show me 
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