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 to add a new Category (group heading), Flashing, Product (Item) and/or Product Kit (Bill of Materials).
Choose Category, Flashing (if enabled), Product or Product Kit depending on what's being added.
🗒️ Note: we can support you with uploading Products (Items) in bulk.
Uploading Products (Items) in bulk
We can support you with uploading a Product/Item list in bulk; we require the list in a CSV/Excel format.
A bulk list can be downloaded from our accounting package.
For MYOB users:
Download your Item list from MYOB, select
Lists>Items>Print>Export (top left dropdown)>Excel