# 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. | If you need to… | Go to | |---|---| | Open the reference list | [Find a product type](#find-a-product-type) | | Read the list and its available data | [Understand the product-type list](#understand-the-product-type-list) | | Add, change, delete, or export entries | [Add, change, delete, and export product types](#add-change-delete-and-export-product-types) | | Respond to an unavailable action or empty save | [When an action is unavailable](#when-an-action-is-unavailable) | | Match a message to the action that produced it | [When something goes wrong](#when-something-goes-wrong) | | Continue with product records | [Products](products.md) | 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. ![The sign-in form to complete before opening configuration](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0e94131633c246360b3bd71c9ee420ec.png) | Permission or condition | Action it controls | |---|---| | New permission | **New** is available. | | Edit permission | The row edit action and value-click editing are available. | | Delete permission | The row delete action is available. | | Editable product-type column | Clicking a value opens the edit popup; the identifier column does not. | 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. | Area | What it contains | |---|---| | Name column | The visible product-type name. | | Identifier column | A hidden product-type identifier used by the list. | | Row controls | Select a product-type name to edit it, or use the available delete option. | | Search area | **Keyword to Search...** in the list toolbar. | | Headings | None are displayed above the list columns. | | Import | No import action is available on this product-type list. | 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. | Situation | What to do | |---|---| | **New** is unavailable | Ask an administrator for permission to create product types. | | The edit action is unavailable | Ask an administrator for edit permission. | | The delete action is unavailable | Ask an administrator for delete permission. | | **Save** is selected with an empty **Type** | Enter a product-type name, then select **Save**. The message `Can't save empty items` appears. | | A save or delete request returns an error | Follow the displayed message. The page can display the request's returned error text. | 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. | Message | What it means | What to do | |---|---|---| | `Are you sure you want to delete this item?` | The delete menu is asking you to confirm the row removal. | Select **Delete** to remove the row, or **Cancel** to close the menu. | | `Data saved Successfully` | The save request completed. | Review the refreshed list. | | `Data Deleted Successfully` | The delete request completed. | Review the refreshed list. | | `Can't save empty items` | **Save** was selected without a product-type name. | Enter a value in **Type**, then select **Save**. | | `Error: Please Refresh the Page and Try Again.` | The page returned its request-error fallback. | Refresh the page and try the action again. | 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](products.md) when you need to use product-type reference data in product records.