CONTENTS

Questions related to service offering

1. I am using Netvisor's standard product management. When should I consider adopting extended product management?

A: Extended product management is designed for more demanding product and material management, but it is also suitable for smaller use due to its mass processing and reporting features. In extended product management, managing and updating large amounts of data is easy and clear. The service allows you to create product structures from model variations and composite products that support package sales and production control. The service also includes an inventory tool and barcode processing.

2. What does product structure mean in practice in Netvisor?

A: Product structures have two options: model variations and composite product structures.

  • Model variations are created based on attributes and the values given to them.
  • Composite product structures support package sales and own production.

In package sales, the system handles the products in the product structure under one composite product name in inventory bookkeeping during the sales transaction. In own production, during manufacturing entries the system reduces sub products, such as raw materials and components, from stock according to the structure.

3. How does extended product management support existing e-commerce implementations?

A: Several online stores use interface implementations against Netvisor, and the features of extended product management are designed to support companies' e-commerce implementations.

4. What is the use of barcodes in Netvisor in connection with product management?

A: The barcode in Netvisor contains only the product name information. Barcode processing does not include price, stock, order processing or invoice information.

  • The barcode can be reported in the product register and used as a search item.
  • In transaction processing, you can read the barcode with a barcode reader, and the system will find the correct product to be added to the transaction.
  • In Netvisor, barcodes can be printed as label sheets in pdf format to be placed on products.
  • Barcodes are drawn on the warehouse order printout, from which the warehouse worker can read them with a barcode reader for internal inventory processing.

5. Can other information besides the product code itself be included in the barcode?

A: Traditional price, stock, order or invoice information cannot be included in the barcode. However, Netvisor supports QR codes, so it is possible to include practically any characters in the product barcode. Additional information can be checked with a barcode reader.

6. I need to group and report products more extensively than just with product group processing. Is this possible?

A: Yes. There are two possibilities for grouping and reporting products:

  • A product can belong to only one product group, but a hierarchy can be built for product groups, which expands product processing.
  • You can create any number of grouping criteria in the product register and earmark products with them. A product can belong to several grouping criteria.

Grouping criteria can be used as search criteria in product search, allowing you to display the products of the desired group.

7. How can I utilize extended product management in inventory management?

A: Extended product management supports inventory processing in the following cases:

  • Inventory reporting is visible in the product listing in real time, so separate inventory reports do not need to be retrieved from inventory management. You can choose which inventory information is shown in the product listing.
  • Reporting of warehouse-specific balances is possible directly in the listing view.
  • The product listing can be used to collect the desired products and take them to inventory processing at once.
  • Products can be picked from the product listing for an existing inventory transaction.
  • In the inventory tool, the system calculates inventory changes for you in connection with inventory entries.
  • Composite product structures support production control so that, in connection with manufacturing entries, the system automatically processes inventory reductions of sub products, such as raw materials and components, into inventory bookkeeping.
  • Inventory reporting of model variations is possible on the inventory report according to their dimension attributes.

8. Is product versioning possible in extended product management?

A: It is. Multiple versions of products can be created.

  • Only one version can be in published status at a time.
  • Unpublished versions cannot be taken to transaction processing.
  • In the product register, you can choose to include unpublished versions in the listing or report only them.

9. Does extended product management support production control and planning?

A: Extended product management is designed to support production control, but it is not a full production planning system.

  • Composite product structures and automatic inventory reductions of sub products support production processes from the perspective of inventory bookkeeping.
  • Alert limit processing can be used to guide inventory replenishment processes in connection with production when the real-time inventory levels of raw materials and components are known.

10. Is extended product management needed for freight handling?

A: It is not needed. Freight handling is a feature of inventory management and also works with standard product management.

11. Is extended product management needed for event-based inventory processing (FIFO)?

A: It is not needed. Inventory valuation procedures are managed from the sales basic information, and event-based inventory processing also works with standard product management.

12. Can product rental and maintenance processing be managed in Netvisor?

A: Product and inventory management does not directly manage rental and maintenance processing. Netvisor's CRM service section offers project management tools that can be used to build task flows describing rental and maintenance operations.

In rental and maintenance operations, the challenge arises if serial number processing and product-specific tracking in stock are required for products:

  • In CRM processing, serial numbers can be recorded for tasks by project.
  • Inventory management does not have the capability to report products by serial numbers.

Questions related to service implementation phase

13. I would like to adopt extended product management?

A: Extended product management is included in the Professional package.

  • Extended product management is enabled in all new Professional packages.
  • Extended product management is enabled if you switch from a smaller package to Professional.
  • Existing Professional customers can get extended product management by contacting customer support.
  • Once extended product management is activated, it can no longer be turned off.

14. What should I consider during implementation?

A: Product management is ready to use so that you can get started quickly. If the company is an existing Netvisor user and has been using the standard product management that comes with accounts receivable, the product register and its data are converted directly to the new structure.

As a new user, before creating the product range, make sure that the following data has been added to the system as needed:

  • Product groups and, if necessary, a hierarchy for product groups (hierarchy is not mandatory).
  • Grouping criteria (not mandatory information, but recommended if you intend to use them for products).
  • Units.
  • For model variations, add to the register:
    • Attributes and their values from which the models are to be created.
  • Price groups (not mandatory information).
  • For composite product processing:
    • The composite product name and the sub products to be linked to it are first created as individual product names in the register.
    • The composite product structure is created from the composite product's product card by adding sub products to the structure.
    • The composite product and sub product can also be models, in which case the model structures must be created first.
  • Warehouses or storage locations via the inventory management service so that a default warehouse can be defined for the product (not mandatory).

For an existing customer company, the existing data is converted. During implementation, make sure the following items are added to the product register as needed:

  • Grouping criteria.
  • Model structures:
    • If you want to create a model structure from existing products, individual products cannot be directly formed into a model set if any transaction entries have been made for the products in the system.
    • In this case, a new version of the product must be created and the models created through the attributes and their values added to the system.
  • Composite product structures.

15. How can I import product information from another system into Netvisor?

A: Product information can be imported into Netvisor as a csv file using the data import tool found behind the company. Data import allows the same information as in standard product management. You can find more about importing product information here.

For importing data into extended product management, there is a separate Excel template into which the necessary data must be entered in the correct places. With the Excel template, it is also possible to import product structures and opening balances of stock by warehouse. You can ask for more information about data import during implementation from a Netvisor representative.

16. How can I easily create product structures (model or composite product structures) in the system?

A: Product structures can be created in two ways:

  • Manually in the interface.
  • Using an Excel template provided by a Netvisor representative, where the company describes the structures according to the instructions.

Using Excel for data import is separately billed case-by-case work due to the use of technical resources.

17. I need to create model variations in the product register. How should this be done, and what should I consider?

A: Model creation in Netvisor is done as follows:

  1. First add to the system the attributes intended for model variations (e.g. size, colour) and their values (e.g. XL, red) from the attribute management tool.
  2. Add to the product register the product name from which the models are to be created from the attribute values.
  3. Open the product card and go to the "Attributes and models" tab. Add the desired attributes with their values to the product.
  4. Select which values you want to use and let the system create the collection based on your selections.

18. I need to create composite products in the product register. How should this be done, and what should I consider?

A: A composite product structure can be of two types:

  • A warehouse item supporting the manufacturing process (stocked composite product).
  • A sales item supporting package sales (non-stocked product name).

The handling of sub products differs according to the "Stocked" setting selected on the product card.

  1. For a stocked composite product (manufacturing product), manufacturing entries are made, in which the quantity of the composite product is increased in stock and sub products are reduced from stock according to the structure.
  2. A virtual composite product (package name) is taken to sales processing without manufacturing entries. For the inventory transaction of the sales transaction, inventory-reducing entries are recorded directly from the sub products according to the composite product structure.

The composite product structure is created in the same way from sub products in both cases. The "Stocked" setting of the composite product name on the product card determines how the composite product behaves.

The composite product structure is created as follows:

  1. Make sure that both the composite product name and the desired sub products have been created in the product register as their own names.
  2. Open the composite product's product card and go to the "Sub products" tab.
  3. Search for and pick the sub products to the composite product's product card using the function on the tab.
  4. Set the picked products in the structure via the function on the tab:
    • At the same time, define how many pieces of the sub product are handled in stock when transactions are made for the composite product.
  5. Save the structure. The composite product is then ready for processing.

19. Can a composite product structure be created from multiple levels, e.g., semi-finished products have their own structure, which is linked to the main product?

A: Yes. The main product of the semi-finished product is linked as a sub product to the final product's composite product structure in the same way as other sub products. If necessary, you can build several levels.

20. Units (pcs, h, kg, etc.) are defined in extended product management either as decimal numbers or integers. Why should this choice be made?

A: The decimal/integer setting has two meanings. The setting determines:

  1. Whether products using this unit are handled in stock as whole units or whether inventory entries can also be made in decimal quantities.
  2. Whether product quantities are reported as integers or decimals.

Questions related to daily use of the service

21. I want to report the structure of a composite product. How is it done in the interface?

A: In the product listing, an icon is shown after the product name, from which you can display the sub product diagram of the composite product. This diagram shows only the top level of the sub product structure.

On the product card there is a corresponding icon after the product name. The diagram on the product card shows all sub product levels of the structure.

22. I want to get a report on products that have reached the alert limit as easily as possible. How does this happen in extended product management?

A: In the product listing view there is a menu for the data shown in the listing.

  1. Open the product listing.
  2. Open the menu for the data shown in the listing.
  3. Select "Show products that have reached the alert limit".

The function automatically filters the listing view to show only those products whose alert limit has been undercut in stock. From this list, you can take the desired products directly to procurement processing on a purchase order.

23. I need to get a copy of the products in the product register for external processing. Is this possible and how does it happen?

A: The product register can be printed in Excel format through the function found on the front page of the listing.

24. The "Manufacturing entry" is found in the processing basket menu. What is this function?

A: Manufacturing entry is a function that supports production processing. For stocked composite products, a manufacturing entry is made in which sub products are automatically reduced from stock according to the composite product structure when the product is manufactured.

25. I need to delete multiple products from the product register. How can I do this as easily as possible?

A: The processing basket has a function "Update product publication status".

  1. Add the products to be deleted to the processing basket.
  2. Open the "Update product publication status" function in the processing basket.
  3. Delete all products that are in the processing basket at the time of the function in a mass update.

26. I cannot edit the purchase price for products. What is the reason for this?

A: The most likely reason is that purchase price editing rights have not been set in the ledger rights.

  • By default, a new user has read-only rights to the purchase price.
  • With user administrator (KH) rights, the right level can be changed.

27. I cannot create supplier-specific procurement information for a product. What is the reason for this?

A: The reason is usually the same as for editing the purchase price. Purchase price editing rights have not been set in the ledger rights.

  • By default, a new user has read-only rights to the purchase price.
  • Supplier-specific procurement information includes, in addition to the supplier code and item, the supplier-specific purchase price, which is blocked by default for a new user.

28. How can I make the sub-products of a composite product visible on the sales order and invoice?

A: Sub products are not shown on the sales order or invoice line. The sales document uses only the composite product name.

Frequently asked questions

Q: When should extended product management be adopted?
A: Extended product management should be adopted when you need more demanding product and material management, product structures, model variations, composite products, efficient mass processing, reporting, an inventory tool or barcode processing.

Q: Can I use extended product management without separate inventory management?
A: Yes. Extended product management includes inventory reporting in the product listing, an inventory tool and composite product structures, but freight handling and inventory valuation (FIFO) also work with standard product management.

Q: How are product structures (models and composite products) created in Netvisor?
A: Models are created using attributes and values on the "Attributes and models" tab of the product card. Composite products are created by adding sub products on the "Sub products" tab of the composite product's product card and defining the quantities of sub products in the structure.

Q: How do I import product data and product structures into Netvisor from another system?
A: Basic product data can be imported as a csv file using the data import tool. For extended product management data, such as product structures and opening balances of stock, an Excel template provided by Netvisor is used.

Q: Why can I not edit the purchase price or supplier-specific procurement information?
A: Editing the purchase price and supplier-specific procurement information requires purchase price editing rights in the ledger rights. By default, a new user has read-only rights, and a user administrator can change the right level.

Q: Are the sub-products of a composite product visible on the sales order or invoice?
A: They are not. The sales document uses only the composite product name, even though in inventory processing the sub products are handled according to the composite product structure.

Keywords: extended product management, product structure, e-commerce, barcode, inventory management, versioning, production processing


 

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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