| Purpose & Benefits |
|---|
| This function allows you to maintain data in TAS Product records. A page of records is displayed at a time allowing updates to multiple records at a time, like in a spreadsheet, for real ease of use. |
The Product information is already set up in various columns as shown below. On loading, the Maintain Products grid is filled with the 1st page of Product records:
Each row in the grid displays the details for one product record. You can edit most of the data on the grid itself. Each column is formatted so that you cannot enter incorrect data, e.g. text cannot be entered where a currency amount is expected. Data that cannot be modified are shown with a coloured background.
Using the ‘Sort By / Search’ dropdown box, the Product details can be sorted by:
- Product Code
- Product Group
- Description
- Bin Number
- Bar Code
- Usual Supplier
You can filter the list of Products displayed by Product Code, Product Group or whether Products are discontinued or not. To load ALL product records into the Grid click the ‘Show All’ tickbox at the top.
In addition to the Product code and Quantity In Stock drilldown (see below), two other drilldowns are provided:
- Quantity on Sales Order
- Quantity on Purchase Order
Double-click on the ‘Quantity On Sales Order‘ field and the ‘Stock Quantities on Sales Order‘ form opens. In addition to the Product Code, Description and Bin number, this lists the Sales Orders / Credit Orders the Product is on. The information displayed in the grid can be exported to Microsoft Excel by clicking the Export button.
Double-click on the ‘Quantity On Purchase Order‘ field and the ‘Stock Quantities on Purchase Order‘ form opens. In addition to the Product Code, Description and Bin number, this lists the Purchase Orders the Product is on. The information displayed in the grid can be exported to Microsoft Excel by clicking the Export button.
At the top there is a handy search button to help you find products based on partial text within code, group and description:
To ‘drill-down’ and edit a product record in more detail, especially if you are using the ‘ Trade‘ or ‘ Manufacture‘ option, hover the mouse over the desired product’s code (the mouse pointer changes to a ) and click once to bring up the Maintain Product form (see below).
Click Save to update the TAS Product file with your changes, Cancel to exit to the main form or use one of the navigation buttons on the right to populate the grid with another page of records. If you have modified and not saved any records, you are prompted to save before continuing.
To add a new Product, click the New button. This brings up a form for a single Product record, as if you had clicked the drill-down option.
By default all columns are displayed. The user can customise which columns to show and in which order by pressing the ‘ Show/Hide‘ button. This causes the ‘Show/Hide Items‘ form to be displayed, as shown below.
HINT: You can save these settings by clicking on the red ball in the status bar at the bottom right. When your settings are saved the ball turns green.
Having drilled-down on the Product Code, the selected Product record is available for editing. In the example below, we selected the PRODUCT01 product to edit in more detail – information is displayed in the 6 group areas shown.
Within the Code & Description section, you can see the Extended Description (you can enter up to 500 characters here) and Product Notes (you can add a virtually unlimited number of notes to each Product).
Within the Details section, you can see a variety of information – all self explanatory.
If you have the Trade option enabled, you can select the […] Drill-down button in the Locations section to set up Multiple Locations/Warehouses for the product.
Once you have made your changes click Save.