Quick Update - Products Follow
The Quick Update page for products will allow you to instantly update a large variety of information about your products.
- Select Quick Update from the Products section of the main menu.
- Using the drop-down menus and the search bar you will be able to look through all of your products. You will be presented with a table menu with several editable fields. Information present but not editable is highlighted below in red:
- Product - the name of the product
- Group - the Product Group that the product is located in
- Product Code - the supplier's product code associated with that item
- Supplier - the supplier for that item
- Pack-Size - the pack size of that item
- Tax% - the percentage of tax applied to this product
- Cost and Cost Unit - the cost and the particular cost unit of that item
- Yield% - the percentage yield of that product
- Hotel Charge? will only appear if the option is switched on for your location.
- Using the option Select Columns to Update provides the user with a further menu that can be used to customize the Quick Update fields.
- Four available fields are the maximum. To add further fields you will need to untick some of these options and add the new ones, then click on Apply.
- Additional fields you can also adjust using Quick Update are:
- Bin - the bin number for that item, if you use a bin numbering system.
- Minimum Order Qty - the minimum order quantity for that product. This information will appear on your order pages.
- Par Level - the par level required to be kept in stock of this product. This information will appear on your order pages.
- Default Units:
- Stock Count - the default stock count unit for this item
- Usage - the default usage unit for this item
- Order - the default order unit for this item
The delete symbol can be used to archive the product. This page autosaves, so any changes you make will be instantly applied.
- If you would like to view the information in a .CSV format, click on Export.
- Clicking Print will show you an easy-to-read page for printing.
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