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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.
This needs to be filled in if you are using service warranty work.

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

Please refrain from using characters i.e. don't use * or & or " or - etc
However % is okay.


Alternate IDs tab

Each product can have an unlimited number of alternate product codes. Those can include: 

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NameDescription
IDThe 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:

  •   Alternate Product ID: just a different productID
  •   Inner Barcode: for example, if this is a box of five bags, the barcode on each bag might be defined here
  •   Outer Barcode: if there’s a wrapper that also contains a barcode
  •   Previous Product ID: if the product was previously known by a different ID. This provides continuity
  •   Supplier’s Code: the code used by the supplier for the product
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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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 off, that means the part will be used and stamped with a start date as soon as the shipment is finalised. All the parts irrespective of how many supplied will be stamped with a start date.

If the check box for 'is supply'' is turned on, that means use 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 CountA manual entry of what you expect the count to be for that meter part


Copy Parts from a Product to another Product

  1. Find the product with the parts configuration you want to copy
  2. Click General>Parts tabs
  3. Select the parts you want to copy
  4. Click Copy Parts button

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  5. Select the product(s) you want to copy to

  6. Click OK

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