Use Products to view and maintain the product records used across Sales, Purchasing, Warehouse, and job-related activities. Sales representatives, purchasing officers, warehouse managers, project managers, and finance users can use this page to find products and manage the way product information is presented in the list.
Before working with a product, use the available search and layout controls to ensure that the required information is visible. The Products page includes records such as stocked or standard products, with product descriptions and related classification information.
Settings
Configure the Products list layout before performing day-to-day searches or reviews. Layout settings control the arrangement of information displayed on this page; they do not create or change the underlying product records unless you use the available record actions.
Open Configurations, select Company, and then select Products.
Products — Configurations › Company › Products
New
To select the standard page arrangement, choose Standard Layout. Use this option when you want to return to the provided standard layout.
To create an additional layout, select Add Layout. Enter a value in Layout name, then use Columns Chooser to select the information you want to display.
Decide whether to retain or discard the layout changes:
Select Save to save a new layout.
Select Update Current to save changes to the layout currently in use.
Select Cancel to leave the layout action without saving.
Select Delete Current to remove the current layout.
Note: Use clear, purpose-based layout names so that users can identify layouts intended for purchasing, Warehouse review, or product searches.
Use icn icn-layoout or icn icn-settings when you need to access the available layout or page settings controls. The available screen labels identify these controls; use them only when you need to change the presentation of the Products page.
Workflow
Find an existing product or create a new record
Open Configurations > Company > Products and review the product list.
When you need to locate an existing record, enter a product-related value in Search. Review the returned product rows to identify the required record.
When the required product is not available in the list, select New to begin a new product record. Complete the information presented by the system, then select Save to retain the record.
If you decide not to continue with the new record, select Cancel rather than saving it.
Tip: Search for an existing product before selecting New. This helps prevent duplicate product records with similar descriptions.
Review or change the current product view
Determine whether the current list provides enough information for your task. For example, a purchasing officer may need a different column arrangement from a warehouse manager reviewing Stock-related products.
Select Columns Chooser to adjust the displayed information for the current layout.
Choose one of the following decisions:
Select Update Current when the revised columns should apply to the current layout.
Select Add Layout when the revised columns should be saved as a separate layout. Enter Layout name, then select Save.
Select Standard Layout when you need the standard arrangement instead of a custom view.
Select Cancel when you do not want to keep the layout changes.
Use icn-update to refresh the available product information when required.
Keep or remove a layout
Review the active layout and confirm that it is still needed.
If the layout should remain available, use Update Current after making any required column changes.
If the layout is no longer required, select Delete Current. Use this action carefully, as it removes the current layout rather than merely closing it.
Warning: Do not use Delete Current to remove a product record. This control is provided with the layout controls and applies to the current layout.
Contacts
The Contacts tab is the available tab view on the Products page. It displays product records in the current Products view, allowing you to search and review products using the configured list layout. Product entries in this view include product description and classification-related information, helping users distinguish between similar items.
Use Search to locate the relevant product record within this tab. The supplied controls do not identify an action that moves records into or out of the Contacts tab, so use this tab as the available product-list view and manage the displayed information through the layout controls.
Examples
A purchasing officer needs to find a gasket product before preparing a Buyout-related purchasing activity.
Open Configurations > Company > Products.
In Search, enter a distinctive part of the product description, such as the gasket size or material.
Review the matching product records in the list. If the current columns do not make the products easy to distinguish, select Columns Chooser.
Add the information needed for the purchasing review to the displayed columns. If this view will be useful again, select Add Layout, enter Purchasing Product Review in Layout name, and select Save.
If the required product is found, use the product information displayed in the list for the next operational activity. If it is not found, select New to begin creating a product record, then select Save when the information is complete.
Return to Standard Layout when the purchasing-specific view is no longer needed, or keep the saved layout for future use.
Tips
Tip: Create separate layouts only when a distinct group of users needs a different product-list view. Use Standard Layout for general review.
Note: Use Update Current only after confirming that the active layout is the one you intend to change.
Warning: Select Delete or Delete Current only after verifying the item shown as current on screen. These actions are irreversible from the controls listed on this page.
Troubleshooting
Symptom
Likely cause
Fix
The required product is not visible.
The list is not filtered to the correct description, or the desired product is not present in the displayed results.
Enter a more specific value in Search and review the results. If no suitable record exists, select New to begin a record.
The product list does not show the information needed for review.
The active layout does not include the required columns.
Select Columns Chooser, adjust the displayed columns, and select Update Current or save a new layout with Add Layout.
A layout change was made by mistake.
The current layout was updated unintentionally.
Select Standard Layout to use the standard page arrangement. For future changes, use Add Layout before saving a separate view.
A layout was removed unexpectedly.
Delete Current was selected while that layout was active.
Recreate the required layout with Add Layout, enter a new Layout name, select the needed columns through Columns Chooser, and select Save.
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