Buttons in the ribbon
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Button
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Description
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New
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Creates a new product.
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Copy
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Creates a copy of an existing product.
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Merge
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Merges two products together.
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Save
Saves the current product.
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Overview
Reference
Buttons
Refer to Common Buttons.
| Image | Name | Description |
|---|---|---|
 | 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". |
 | 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. 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:
- all products
- active products
- archived products
- available products
- discontinued products
- obsolete products
- web products
View Variants
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| This action button toggles to convert product stock unit as follows :
| ||||
 | Extract Price Levels | Copy price level details from the current product. To be copied to a different product. | |||
 | 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. | ||||
 | Associated Products | Opens 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. |
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 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
Fields
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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>
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]
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. | |||||||||
Status |
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Name | The name of this product. |