Buttons in the ribbon
Button | Description |
New | Creates a new product. |
Copy | Creates a copy of an existing product. |
Merge | Merges two products together. |
Save | Saves the current product. This button is only available if you have made a change to the product. |
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:
|
View Variants | 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.. |
Associated Products | Opens the Associated Products window, showing information about all products associated with the selected 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
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> |