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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.

ImageNameDescription
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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".

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Populate from Price Book

Copy field values from the price book into the current,

  normally

 normally new

, 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..

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

  • 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?".

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    • 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

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

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

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

 

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.

. 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
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Name

The name of this product.

<guidelines on names – what information they should   have>

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