Configuring Product Types

 

Each product purchased by a firm can be categorized into a specific product type. This is the high-level categorization for the resources that are bought. Say, Nortel phone or Panasonic phone can be categorized under the product type Telephone, while HP Inkjet Printer can be categorized under the product type Printer.

 

In general, product type is a parent category under which you can group each of the specific assets owned by your firm. Proper categorization helps in estimating how much has been spent on purchasing each of the product type resources (Printer, Scanners, coffee machines etc.), and the quantity in each of the product types are available in the organization and so on.

  1. Click the Admin tab in the header pane. The configuration wizard opens.

  2. In Resource Management, select the Product Types iconProduct Types Icon.  The Product Type list page opens.

 

Add Product Type

 

To add a Product Type,

  1. Click Add New Product Type link available at the top right corner of the product type list page. The Product Type page opens.

  2. Specify a unique name for the Product Type. Say, IP Phones.

  3. Select the Type of the resource from the combo box. Ex: Asset, components.

  4. Select the Product Category from the combo box. Ex: Telecom. This is a high level common classification. The Product Type Name, Type and Category is mandatory fields.

  5. Specify Description about the product type in the given text field.

  6. If you would like to add the product type to the Kbase, then enable Add this to KBase Category check box. By selecting this option you can have the same product type group listed in the Kbase. This is listed under the resources title on the left side of the Kbase page.

  7. Save the details. If you want to add more than one product type, then instead of clicking Save, click Save and Add New button. This adds the new product type and reopens the add product type form after displaying a message that the a new product type is added.

    At any point, if you decide not to add the new product type, then click Cancel to get back to the product type list. Clicking the View List link on the top right corner of the add product type form will also take you to the product type list view.

 

Edit Product Type

  1. Click the Edit icon beside the Product Type to be edited.

  2. Modify the details and save the changes.

Even while editing a product type, if you wish to add new product type, then click Save and add new button instead of clicking Save button after making the changes.

 

 

Delete Product Types

  1. Click the delete iconbeside the Product Type Name to be deleted.

  2. A pop up window pops up asking you to confirm on the delete process. Click Ok to proceed. You can see the product type deleted from the list.

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