Product Catalogue overview
A Catalogue of all commonly bought and sold Products. Use search to create a view to Delete, Duplicate and Add New Products.
Locating this section in app: Products > Product Catalogue
Product Catalogue page features
Search
Search by Category or Product Name
🗒️ Note: adding a partial word in Search i.e. typing “eng” will return any customer with “eng” in their title e.g. “Test Engineering”.
Delete
To delete a Product from the list:
Select a Product using the checkbox or by selecting a Product then click on the kebab/other options next to it
Select
Delete, or by selecting a Product and selecting the kebab/other options menu, and then Delete.
🗒️ Notes:
A popup window will appear to confirm that you will no longer be able to add these products to Sales and Purchase Orders;
Deleting a Product does not remove it from historical orders.
Tools
Allows you to Duplicate product or undertake a Stocktake.
Duplicate product
Duplicate product
Duplicate an existing product. Save time in creating a similar product by duplicating an existing product.
Select the checkbox of the product/s you want to duplicate.
Click on
Tools>Duplicate product.Then edit the newly created product to match the required details of the product.
Stocktake
Stocktake
Select products from the Product Catalogue > Tools > Stocktake > make changes to On Hand for products being updated > Update Stock.
🗒️ Note: to print an Inventory List, right click your mouse (on the Stocktake page) and select Print.
Add New
Select Add New, and choose Category, Flashing (if enabled), Product or Product Kit depending the product you’re adding.