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Products include both the assets and the components. For example, N-Black & White is a product representing Nescafe coffee vending machine. These products need to be added in the application so that they can be used while referencing from the various modules of the application, such as Resources and Purchase.
As and when you purchase any specific product belonging to a new resource type, you need to add to the new product. Also, if a product needs to be discarded you can also remove it from the list by deleting the details of the same.
To open the product configuration page,
Click the Admin tab in the header pane.
In the Resource
Management block, select the Product icon.
The Product Type page opens.
Add Product
Click the Add New Product link available at the top right corner of the page. The Add Product page opens.
The product type is a higher level or a common term used to group similar products. Select the Product Type from the combo box. The newly added product will be classified under this product type. The product type selected can be an asset or a component. Ex: Coffee vending machine.
Specify the name of the product in Product Name field. Say, N Black & White. The Product Type and Product Name are mandatory fields.
If the Product Type is component.
If the Product Type specified is a component say, Battery, then the Reorder Level field appears. The reorder level states the number after which a notification is sent to the concern supervisor for the purchase of the components.
To notify the supervisors, select the Enable Notification check box. Select the Notification Type from the combo box. For ex, SMS, Mail. Select the users to whom the notification has to be send from the available list and click >>. Similarly you can also de-select the users by clicking <<.
Specify the Manufacturer name in the given text field. Ex: Nescafe
Enter the Part No. of the product.
Specify any relevant information about the product in the Comments text field provided.
Save the details. A message is displayed and the product is added. Simultaneously, a Vendors tab is also added. This tab is to give a vendor association to the product.
Adding Vendor
Click the Vendors tab.
Click the Associate Vendor button to associate vendor with the product. The Inventory - Associate Vendor page opens.
The Product Name is displayed automatically in a non editable format.
Select the vendor to be associated to the product from Vendor Name combo box. Ex: Nescafe.
Specify Price of the product. The Vendor Name and the Price of the product are mandatory field.
Enter the Tax Rate of the product.
Specify the Warranty Period by selecting the number of years and months from the combo box.
Choose the Maintenance Vendor from the combo box.
If you wish to add any comments, add it in the Comments text box.
Click Save to save the details. The page is refreshed to display the vendor association information. Repeat the steps, till you have added all the vendors who supply this product.
If you do not wish to associate the vendor now, then click Cancel.
It goes back to the Product Details tab.
If you wish to add more than one product, then click Save and add new
button. This would add the product and open the add product form for
you to add more products. In this case, the product vendor association
can be done while editing the product. To get back to the product list
page without adding the product or after completing the vendor product
association, click View List link at the top right corner of the
Add Product form.
Edit Product
If you have added the product without associating the vendor with the product, then you will have to associate the vendor by editing the product information.
Click the edit icon beside Product Name in the Product List page.
In the Edit Product form, you can edit all the form fields mentioned in the add product procedure.
Click the Vendor tab and select Associate Vendor button.
Edit the required fields and click Save.
If you wish to view the product list page, click the View List link at the top right corner of the Edit Product form. Also, if you want to add a new product, then in the product details tab, click Save and add new button.
Delete Product
To delete a product, it is necessary that the product vendor association is first removed and then the product is deleted. Also ensure that the particular product is not used elsewhere. Follow the steps below to delete a product,
In the Product List
page, click the edit icon beside Product Name.
Click the Vendors tab.
Click delete iconbeside the Vendors. A confirmation dialog is opened.
Click Ok to proceed with the deletion. Delete all the vendor associations of the product.
Click view list link on the top right corner of the center pane.
Now, click the delete
iconbeside the Product Name for which you removed
the vendor association. A confirmation dialog is opened.
Click Ok to proceed with the deletion. If you do not wish to delete the product, click Cancel.
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