Warehouse product types

Warehouse product types are the names maintained in the purchasing reference list for classifying warehouse products. Use this page when you need to review the list or maintain its entries.

If you need to…	Go to
Open the list and review its rows	Find the Warehouse product types list
Understand the visible field and list controls	Understand the list and entry fields
Add, edit, delete, or export an entry	Maintain the list
Choose a related warehouse reference list	Continue with related configuration
Maintain inspection bases	Inspection bases
Maintain inspection checklists	Inspection checklists
Maintain inspection documents	Inspection documents
Maintain transfer reasons	Transfer reasons
Maintain service types	Service types
Maintain stock withdrawal and valuation	Stock withdrawal and valuation

The page belongs to the configuration area and uses the shared reference-list surface used by related warehouse configuration lists.

Before you start

Before you maintain the list, have access to the configuration page and the product-type name you want to enter. The actions available to you depend on the access granted to your account and on the list setup.

Check before you begin	Why it matters
Access to the configuration page	You need access to open and maintain the list.
The product-type name	Have the name you want to add or change.
The available list actions	New, row editing, Delete, and Export can be controlled separately.
The visible list columns	The list uses the columns configured for this reference list.

Find the Warehouse product types list

Open the list to review the product-type entries used for warehouse purchasing work.

Prerequisites

Have access to the configuration area.

Steps

Open the Warehouse product types list.
Review the Type column.
Review the rows in the list.

Check the route, the Type column, and the list controls.

Result: The list remains open and shows the Type column with 45 rows. The page has no visible loading spinner.

Understand the list and entry fields

The list shows the product-type name in Type. The entry form uses that same field for the name you maintain, while other values support the list without appearing as entry fields.

Area	What you use it for	What appears
List	Review existing entries	Type
Entry form	Enter or change a product-type name	Type, a text box, required
List actions	Start or manage list work	New, Refresh, Settings
Hidden values	Support ordering, identification, and company association	Display order, ID, Company ID

The list uses the configured column set. The current page shows Type as its list column, and the entry configuration marks Type as required. The configuration does not provide a target-specific select, date, number, currency, or multi-value field for this list.

Maintain the list

Use these procedures to maintain an entry or prepare the list for export.

Add an entry

Add a new warehouse product type to the reference list.

Prerequisites

The New action is available.
You have the name to enter in Type.

Steps

Select New.

Look at the Type field in the new-entry window.

Enter the product-type name in Type.
Select Save.

If Type is empty, the form displays Type is required and does not commit the entry.

Result: The new entry is added to the list and the list refreshes. When the save succeeds, the page displays Data saved Successfully.

Edit an entry

Correct an existing product-type name in the reference list.

Prerequisites

The row edit action is available.
The entry you need to change is visible in the Type column.

Steps

Select the row edit action for the entry.
Replace the value in Type.
Select Save.

Result: The edited entry remains in the list with its updated Type value. When the update succeeds, the page displays Data updated Successfully.

Delete an entry

Remove an entry that no longer belongs in the reference list.

Prerequisites

The delete action is available.
More than one item remains in the list.

Steps

Open the row's delete action.
Select Delete in the delete prompt.

Result: The entry is removed and the page displays Data Deleted Successfully.

Export the list

Export the reference list without changing its entries.

Prerequisites

Export is available.

Steps

Select Export.

Result: The export window opens for the list.

Handle action and setup variations

The actions and fields available on this page depend on your list setup and account access.

If you see…	Use this path
New	Start the add procedure in Maintain the list.
A row edit action	Start the edit procedure for that row.
Delete	Check the number of remaining rows before deleting.
Export	Use the export procedure without changing a row.
A different set of list columns	Work from the headers shown in your list.

The delete rule is based on the number of items in the list. The page does not delete the final remaining item; it displays Must have at least one item instead.

When maintenance does not work

Use the message text on screen to choose the corrective action.

Message	What it means	What to do
`Type is required`	The form has no value in Type.	Enter a product-type name in Type, then select Save.
`Forbidden characters detected. Please remove them and try again.`	The list filter contains characters the page does not accept.	Remove the unsupported characters from the filter and try again.
`Related to Saved data, Can't be deleted`	The selected entry is related to saved data.	Keep the entry and review the saved data that uses it.
`Failed to Delete`	The delete request did not complete.	Review the list and try the delete action again when the entry is available.
`Must have at least one item`	The list contains only one item.	Keep the remaining item in the list.

After maintenance, the list remains the place to review the current Type entries. Saving an entry refreshes the list, editing replaces the selected row, and deleting removes the selected row when the list has more than one item.

Use the related warehouse configuration pages when the work concerns another reference list:

If you need to maintain…	Continue with
Inspection bases	Inspection bases
Inspection checklists	Inspection checklists
Inspection documents	Inspection documents
Transfer reasons	Transfer reasons
Service types	Service types
Stock withdrawal and valuation	Stock withdrawal and valuation