Product types

Use this page to find, review, and maintain the product-type reference entries in company configuration. A product type is a reference entry maintained for the company.

Product types

Open the Product types list from the company configuration menu.

The list opens in the company configuration view and loads its entries when the page initializes.

Before you start

Sign in to PAMS before opening the configuration route. The actions available on the list depend on your permissions.

With access in place, find the list and search for an entry.

Find a product type

Use the product-type list to locate an existing entry by its name.

Prerequisites

• You are signed in to PAMS.
• You have opened the Product types list.

Steps

1. In the list toolbar, enter a search term in Keyword to Search....
2. Review the filtered product-type rows.
3. Clear Keyword to Search... when you want to return to the main list.

Result: The list shows the rows matching the search term, or the main list after the search is cleared.

After you locate an entry, read the list layout before maintaining it.

Understand the product-type list

The list lets you identify product types by name and select an entry for editing or deletion. It does not display column headings.

The popup contains Type and a hidden, disabled identifier. The active form does not show a required marker. Saving still requires a non-empty name.

When you know which entry to maintain, use the maintenance procedures.

Add, change, delete, and export product types

Use these procedures when you need to maintain the reference entries or prepare a list export.

Add a product type

Add a new named reference entry when the product type does not already appear in the list.

Prerequisites

• You have permission to use New.
• You have the product-type name ready.

Steps

1. Select New.
2. In the popup, enter the product-type name in Type.
3. Select Save.

Result: The new entry is saved, the list refreshes, and the message Data saved Successfully appears.

Change a product type

Change the name of an existing entry from its editable product-type value or row edit action.

Prerequisites

• You have edit permission.
• The product-type row is present in the list.

Steps

1. Select the product-type name in the row to open the edit popup.
2. Replace the value in Type.
3. Select Save.

Result: The edited name is saved and the list refreshes with the changed value.

Delete a product type

Delete an entry when it is no longer needed in the reference list.

Prerequisites

• You have delete permission.
• The product-type row is present in the list.

Steps

1. Open the row delete menu.
2. Read the confirmation message Are you sure you want to delete this item?.
3. Select Delete to confirm the removal.

Result: The row is removed, the list refreshes, and the message Data Deleted Successfully appears.

Export the product-type list

Open the export choices when you need a file representation of the list.

Steps

1. Select Export.

Result: The available export options are displayed; if an action is unavailable, use the permission and input guidance in the next section.

When an action is unavailable

The list shows maintenance actions according to the permissions returned for your account.

If an action produces a message, use the matching guidance in the next section.

When something goes wrong

Use the message on screen to choose the next action.

After correcting the issue, return to the relevant maintenance procedure.

After managing product types

After a successful save or delete, the list refreshes. Continue to Products when you need to use product-type reference data in product records.