Product Details

Owned by Carolynne Robertson-Dunn (Deactivated)
Last updated: Feb 20, 2022 by Diane Partridge

Overview

Reference

Buttons

Refer to Common Buttons.

ImageNameDescription

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.

  • 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?".

       Show me

    • 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

or


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


Extract Price LevelsCopy 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 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. 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

The product status indicates the current state of the product and affects where in the system it can be used.

If you have multiple product codes of the one product, keep the main product code if it is an office brands product and set the other products to have a status of Obsolete so that they will not reorder and set the 'Ignore status' ticked on the setting tab on.
Alternatively, merge the products into the master product. 


ActiveObsoleteDiscontinuedArchivedIndent
Sales(tick)(tick)(tick) 1(error)   (tick)
Purchase Runs(tick)(error) 2(error)(error)   (error)
Manual Purchases(tick)(tick)(error)(error)   (tick)
Supplier Credits(tick)(tick)(tick)(error)   (tick)
Other Product Transactions(tick)(tick)(tick)(error)   (tick)

1 Lines show highlighted in red when used
2 By default, can be overridden

Product Status is now colour coded is some cases as per the key shown above. Readysell has also made our new conditional formatting feature all users. So you can add additional colour rules to lists views and transaction lines yourself. See Changing the formatting on lists using appearance rules

Purchase runs for Back Orders Only should include products that are on sales backorder, no matter what their status is as long as you have ticked the checkbox on the purchase run 'Include Indent Products' and all other checkboxes within the purchase run that may meet your criteria eg Include Obsolete Products etc.


So if you want to only purchase a product by sales backorder.

If the flag 'Always Purchase Back Order' is ticked, this means even if the back order purchase is on an outstanding purchase order, order it again.

Please note

When setting the status to Indent the Ignore Status field will be flagged as True. So when an automatic product update is run the status of the product will not change.

On all Purchase Run Types, other than Back Orders Only, the tick box/flag is greyed out for Include Indent Products.

If you need to include Indent products in your existing and new purchase run sets, change the Purchase Run Type to be Back Orders Only, turn on the tick for 'Include Indent Products' and then change the Purchase Run Type back to be what was originally set as.  Save your changes.  This will make sure that Indent products are then always included in your purchase runs.

Name

The name of this product.