# Product stages ## Product stages Product stages is the reference list for the stage names used by purchasing and procurement records. Maintain the names here so the purchasing workflow can use the same stage vocabulary. | If you need | Go to | |---|---| | Review the fields and list layout | [Understand the Product stages screen](#understand-the-product-stages-screen) | | Open the list | [Find the Product stages list](#find-the-product-stages-list) | | Add or change a stage | [Maintain Product stages](#maintain-product-stages) | | Choose a path when an action is unavailable | [Choose the available maintenance path](#choose-the-available-maintenance-path) | | Continue with purchasing workflow records | [Purchase jobs procurement chain](doc:purchase-jobs-procurement-chain) | | Continue with Warehouse configuration | [Warehouses](doc:configuration-warehouse-view) | Start with [Before you start](#before-you-start). ## Before you start Product stages maintenance is available only when the page's access and subscription conditions allow the list or its maintenance actions to appear. Prerequisites - Know the stage name you want to maintain. - Have access to the Warehouse configuration area. - If the subscription does not include this feature, the page shows a subscription option instead of the list. - Edit and delete actions depend on their access conditions. - Import and export actions depend on their separate access checks. The list contents, initial rows, and applicable access permissions are specific to the account using the application. Work from the headers and controls that appear after the page opens. When these conditions are in place, find the Product stages list. ## Find the Product stages list Open the Product stages page to review its list and maintenance actions. Prerequisites - Have access to the Warehouse configuration area. Steps 1. Open the Product stages page. 2. Check where you landed and follow the matching instruction. | If you see | Then | |---|---| | The Product stages list | Continue to the next section. | | A different page | Open the Product stages page again. | | A page without controls | Open the Product stages page again. | ![Check that the Product stages list and its controls are visible.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/48a474559dad410770fcdeb81cb1cba9.png) **Result:** The Product stages page is open. Continue with [Understand the Product stages screen](#understand-the-product-stages-screen). ## Understand the Product stages screen The Product stages screen is a list with one configured reader-facing field, **Stage**, and a popup form for maintaining that field. ### Fields | Field | List | Form | Required | Type | |---|---|---|---|---| | **Stage** | Shown | Editable in popup | Yes | Text | | DisplayOrder | Hidden | Not shown | No | Not specified | | Id | Hidden | Not shown | No | Not specified | | CompanyId | Hidden | Not shown | No | Not specified | The list is configured with one visible column, **Stage**. The other three fields support the record but do not belong in the reader-facing form. The list configuration does not declare row filtering, header filtering, or paging. The grid does not provide inline add, edit, or delete operations; use the popup actions described in [Maintain Product stages](#maintain-product-stages). The columns used by the shared list come from the page's saved configuration. Work from the headers visible on your list rather than expecting hidden system fields to appear as editable columns. The list appears only when the subscription includes the feature. The **New** action also depends on the page's new-entry setting. The edit icon appears only with edit access, and the delete menu appears only with delete access. ## Maintain Product stages ### Add or edit a stage Create a new stage or change an existing stage name from the Product stages list. Prerequisites - The Product stages list is open. - The list shows **New**, or an edit or delete icon beside the relevant row. - For a new entry, have the stage name ready. Steps 1. Choose the entry you want to maintain. | Entry | Action | |---|---| | New entry | Select **New** to open the new-item popup. | | Existing entry | Select the control beside the relevant row that opens the edit popup. | 2. In the popup, enter the stage name in **Stage**. 3. Select **OK** to submit the popup. 4. Check the entry type and follow the matching outcome. | Entry type | Look for | |---|---| | New | `Data saved Successfully` | | Edited | `Data updated Successfully` | ![Identify the Product stages list before opening a maintenance action.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e8db9011e06f3a16d8c8accd4dee2508.png) To close the new-item or edit popup without submitting it, use its close icon. **Result:** The application saves the new or edited stage and displays the corresponding success message. ### Remove a stage Remove a stage when it is no longer needed and the list contains more than one item. Prerequisites - The Product stages list is open. - The delete action is available. - The list contains more than one item. Steps 1. Open the row's delete menu from the delete icon. 2. Select **Delete** in the confirmation menu. 3. Confirm that the item is removed and look for `Data Deleted Successfully`. The delete menu also provides **Cancel**. Select **Cancel** to close the menu without deleting the item. **Result:** The list no longer shows the selected stage and displays the remaining entries. ### Import or export list data Import or export list data from the toolbar above the list when the corresponding access-controlled control is available. Prerequisites - The Product stages list is open. - Import or export access is available for your account. Steps 1. Choose the action you need. | If you need | Then | |---|---| | Import list data | In the toolbar above the list, select the import control, complete the displayed import options, and look for `Data Importing completed`. | | Export list data | Select **Export**. | **Result:** The selected import or export flow is open, and a completed import displays `Data Importing completed`. If you need another maintenance action, continue with [Choose the available maintenance path](#choose-the-available-maintenance-path). ## Choose the available maintenance path The available path depends on whether the list is included, which access checks succeed, and how many entries it contains. | If you need | Use this path | |---|---| | View the list | Continue when the subscription includes the feature. | | Add an entry | Select **New** when it is shown. | | Change an entry | Select the control beside the relevant row that opens the edit popup when edit access is available. | | Remove an entry | Select the delete icon beside the relevant row when delete access is available and more than one item exists. | | Import data | Use the import control when it is visible in the toolbar. | | Export data | Select **Export** when it is visible in the toolbar. | Prerequisites - The Product stages page is open. Steps 1. Select the control named in the row for the action you need. 2. Follow the result shown in that row. **Result:** You are on the maintenance path supported by the surface and list conditions shown on screen. If a message stops the action, continue with [When maintenance goes wrong](#when-maintenance-goes-wrong). ## When maintenance goes wrong Use the message text below to choose the next action. | What you see | What it means | What to do | |---|---|---| | `This Field Is Required` | A required field is empty. | Enter a value in **Stage** and submit the popup again. | | `Stage is required` | **Stage** is empty when validation runs. | Enter a value in **Stage** and submit the popup again. | | `Just '_' '-' And '.' Characters Accepted` | The stage name contains a character rejected by the field rule. | Edit **Stage** and use only the accepted characters. | | `Related to Saved data, Can't be deleted` | The item cannot be deleted because saved data is related to it. | Keep the item and use the related saved data path instead. | | `Failed to Delete` | The delete request failed. | Leave the item in place and retry the delete action after checking access. | | `Must have at least one item` | The list contains only one item. | Keep the remaining item; deletion requires more than one item. | | Product stages list not visible | The list did not open. | Open the Product stages page again. | | Page without controls | The list controls did not open. | Open the Product stages page again. | When you see `Are you sure you want to delete this item?`: The delete confirmation menu is open. Select **Delete** to remove the item. Select **Cancel** to close the menu. After resolving a message, continue with [Know what is next](#know-whats-next). ## Out of scope The following message and flows belong to shared configuration components rather than to the Product stages entity itself. | Message or flow | What it belongs to | |---|---| | `Forbidden characters detected. Please remove them and try again.` | Shared input handling. | | `Export to Excel` | Shared generic export flow. | | Importing options | Shared import flow for configuration pages. | ## Know what is next After maintaining the list, continue with the [Purchase jobs procurement chain](doc:purchase-jobs-procurement-chain) to work with those records. For related Warehouse configuration, open [Warehouses](doc:configuration-warehouse-view). The list values and downstream use depend on the configuration available to your account.