Products

Your products are the goods that your organization sells.

In order to access your products page, click on the "Products" link underneath inventory on the leftmost menu of your screen.

Clicking this button will lead you to the products page, which looks like this:

The dropdown menu on the upper left side lets you organize your products by what warehouse they're located in.

You can click on an available warehouse from this dropdown menu and then it will only show you products in that warehouse.

The arrows in the image below point to the following features:

• The blue arrow points to the section where you can modify the number of rows that are displayed for your products. Options include 10, 25, 50 or 100 products being displayed at once.
• A search bar is present where the red arrow is pointing. This can be used to search for a product by name.
• Importing products through an Excel file can be done by clicking the button that the green arrow points to.
  • Once this button is clicked, a menu will appear in which you can download the Excel template for importing purposes or import it into QuickTrack RFID.

• The orange arrow points to the filter button, where you can sort your products by Status (All, Active, Inactive, Low Quantity and Excess Quantity), Categories, Packages, Price Range and Product Added On (the time range in which the product was added).
  • Press the "Cancel" button if you decide that you don't want to apply a filter and click the purple "Show Results" button to apply it. If you have multiple filters selected and you wish to get rid of all of them, click the "Clear All" button in the top right corner.

Once you've applied your desired filters, a green dot will appear on the "Filters" button to let you know that they're currently being applied.

Product Creation

• To create a product, follow the black arrow and click on the purple button that says "Create Product".

• Once you've clicked on that button, you'll be lead to the "Create Product" page.
• Any section that has a red asterisk (for example, Product Name) next to its name is a field that must be filled out in order to create a product.
• If the section doesn't have an asterisk then it isn't required, but you can still fill it out if you wish to do so.
• Click the "Add Package" button in the bottom left corner to add the product you're currently creating to a package.

• After clicking that button, a menu will show up where you can choose the packages that you would like to include the product in.

• Click the checkmark to the left of any packages you have to include the product into that package.
• You can create a new package for the product you're making by clicking on the "Create New Package" button on the left side of the menu above.
• Click the "Cancel" button to stop adding your product to a package and click the purple "Done" button to confirm adding the product to a package.

• To stop making a product, click the "Cancel" button on the bottom right of the screen. To add the product you've created, click on the purple "Add Product" button.

• After adding a product, you'll see a green notification in the upper right corner that says "Product saved successfully."

Editing a Product

Once a product has been created, it can be edited through the use of the "three dots" button to the far right of that product's information .

After you click on this button, a menu will appear that gives you four different options for editing your product.

• View Details: Click on this button to view all of the information about your product, from general information like the name and product description to inventory details, categories, the product image and pricing.
• Edit Details: Use this to change the details of your product. Once you've made any necessary changes, click on the purple "Save" button on the upper-right corner of your screen. If you no longer wish to make changes, click on the "Cancel" button.

If the detail edit was successful, a green notification will appear in the upper-right corner of the screen that says "Product Saved Successfully".

• Mark Inactive: Marking a product as inactive serves as a soft delete for the product. When you click on this option, a menu will appear asking you to confirm your selection. Click "Mark Inactive" to continue or the "Cancel" button to stop. Once you've marked a sample as inactive you'll see a green notification in the upper-right that says "Product status changed successfully". Products can be activated with the same method you use to mark them as inactive, but instead you'll click on "Mark Active".

• Reserve Quantity: You can reserve an amount of your products by using this feature. Once you've clicked on the "Reserve Quantity" button, you will be asked to provide the quantity you wish to reserve and a reason for doing so. Click the purple "Submit" button to confirm your reservation or the "Cancel" button if you wish to stop.

If the reservation was successful, you'll see a green notification in the upper-right corner of the screen that says "Quantity reserved successfully".