Product Catalogue overview
A Catalogue of all commonly bought and sold products.
Locating this section in app: Products > Product Catalogue
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, 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 products or undertake a Stocktake.
Duplicate products
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
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.
Product Details page
Upon adding Products successfully, more features become available:
Product Details
Displays in-depth information on a Product like:
Product image: A visual representation for the product.
Product name: Name of the Product.
Kebab/other options menu: An option to Duplicate or Delete the Product selected.
Settings: Settings on how products will be bought or sold.
Pricing: Price Levels for Buying or Selling the Product and Tracking inventory level.
Collaborate
Collaborate over a product and keep all relevant information in one location.
Product Order History
The Product Order History displays all Sales and Purchase Orders for a selected Product.