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 excellent for smaller use due to its excellent mass processing and reporting features. In extended product management, managing and updating large amounts of data is easy and clear for the user. Additionally, the service allows for the creation of product structures from model variations and composite products that support package sales and production control. The service also includes an easy-to-use inventory tool and barcode processing.

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

A: Product structures have options such as model variations, which are created based on attributes defined by the user and the values given to them. Additionally, it is possible to create composite product structures in Netvisor that support both package sales and own production. In package sales, the system can handle the products in the product structure under one composite product name in inventory accounting during the sales event. In own production, manufacturing entries can be made in the system, where the system can reduce sub-products, such as raw materials and components, from inventory according to the structure.

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

A: We have several e-commerce platforms that have made interface implementations against Netvisor, and the features of extended product management are designed with companies' e-commerce implementations in mind. 

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. It is not possible to include price, inventory, order processing, or invoice information in barcode processing. The barcode can be reported in the product register, where it can be used as a search item. In Netvisor's event processing, there is support for barcodes so that the user can read the code with a barcode reader, and the system finds the correct product to add to the event based on this. Barcodes can also be printed as label sheets in pdf format to be placed on products. For internal inventory processing, barcodes are drawn on the warehouse order printout, from which the warehouse worker can read the correct product with a barcode reader.

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

A: Traditional price, inventory, order, or invoice information cannot be included, but Netvisor also supports QR codes, so it is possible to include practically any characters in the product barcode, allowing additional information to 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 this. In Netvisor, a product can belong to only one product group, but hierarchies can be built for product groups, which bring new dimensions to product processing. Additionally, the user can create any number of grouping criteria in the product register, which can be used to earmark products. A product can belong to multiple grouping criteria in Netvisor. Grouping criteria can be used as search criteria in product search, allowing the desired group's products to be displayed.

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 clearly presented in the product listing in real-time, so separate inventory reports do not need to be retrieved from inventory management. The user can choose what information from the inventory is displayed in the product listing
  • Reporting of inventory-specific balances is possible directly in the listing view
  • The product listing can be used to collect desired products and take them to inventory processing at once
  • Products can be picked from the product listing for an existing inventory event
  • Extended product management includes an inventory tool where the user does not need to calculate inventory changes during inventory entries themselves, but the system does it on behalf of the user
  • For production control, extended product management offers composite product structures, where during manufacturing entries, the system can automatically handle sub-product inventory reductions, such as raw materials and components, in inventory accounting
  • Inventory reporting of model variations can be seen on the inventory report according to their dimension attributes

8. Is product versioning possible in extended product management?

A: It is possible. Multiple versions of products can be made in Netvisor. Only one version can be in published status at a time, and unpublished versions cannot be taken to event processing. In the product register, the user can choose to include unpublished versions in the listing or report only them

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

A: Netvisor's extended product management is designed to specifically support production control, but it is not a full-fledged production planning system. Composite product structures and automatic inventory reductions of sub-products support the company's production processes from the perspective of inventory accounting. Netvisor's alert limit processing can also guide inventory replenishment processes during production when real-time inventory situations 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 works with standard product management as well.

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 works with standard product management as well.

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

A: Not directly in product and inventory management, but Netvisor's CRM service section offers tools for project management, which can be used to build task flows describing rental and maintenance operations. However, the challenge in rental and maintenance operations arises if serial number processing and product-specific tracking in inventory are required for products. In CRM processing, serial numbers can be recorded for tasks by project, but 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?

We have added Extended Product Management as part of the Professional package. Extended Product Management will be available in all new Professional packages, and if a customer switches from a smaller package to Professional. Existing Professional customers can get Extended Product Management by contacting our customer support. Once Extended Product Management is activated, it cannot be turned off.

14. What should I consider during implementation?

A: Product management is ready to use, allowing the customer company to quickly get started. If the customer company is an old user of Netvisor and has been using the standard product management that comes with the sales ledger, the product register and its contained information are directly converted to the new structure.

A new user should ensure that the following items are added to the system as needed before creating the product range:

  • Product groups and hierarchy built for product groups (hierarchy is not mandatory)
  • Grouping criteria (not mandatory information, but good to have in advance if intended to be used with products)
  • Units
  • For model variations, the register has added:
    • Attributes and values for them, from which models are intended to be created
  • Price groups (not mandatory information)
  • For composite product processing, the composite product name and sub-products to be attached to it are first created as individual product names in the register, after which the composite product structure is created from the composite product's product card by adding sub-products to the structure (Note: both composite product and sub-product can also be models in the system, in which case model structures should be created first)
  • Warehouses or storage locations are created through the inventory management service so that a default warehouse can be assigned to the product (not mandatory)

For an old customer company, existing information is converted, so during implementation, only the following items should be added to the product register as needed:

  • Grouping criteria
  • Model structures
    • If existing products are to be made into a model structure, individual products cannot be directly formed into a model set if any event entries have been made for the products in the system
    • In this case, a new version of the product should be made first, and models should be created through the attributes and 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 only the same information as in standard product management. You can find more about importing product information here.

For importing data into extended product management, a separate Excel template has been created, where the customer company must enter the necessary information in the correct places. This also allows for the import of product structures and initial inventory balances by warehouse. You can inquire more about data import during implementation with a Netvisor representative.

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

A: The customer company has two options here. Structures can be created manually in the interface or using an Excel template provided by a Netvisor representative, where the company must describe the structures according to the instructions. Using Excel for data import is separately billed work for the customer 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:

  • Attributes intended for model variations (e.g., size, color) and their values (e.g., XL, red) must first be added to the system from the attribute management tool
  • Then, a product name is added to the product register, from which models are to be created in the system from the attribute values
  • Model variations are created from the product card's "Attributes and Models" tab by adding the desired attributes with their values to the product
  • Then, the user selects which values to use, and the system creates the collection based on the user's 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, either a warehouse item supporting the manufacturing process or a sales item supporting package sales (non-stocked product name) in the product register. The handling of sub-products differs according to the stocked setting selected from the product card in the system.

  1. Manufacturing entries are made in the system for stocked composite products (manufacturing product), during which the quantity of the composite product is increased in inventory, and sub-products are reduced from inventory according to the structure
  2. A virtual composite product (package name) does not have similar manufacturing entries as a stocked composite product, but it is taken directly to sales processing, and inventory-reducing entries are made for sub-products in the sales event according to the composite product structure.

The composite product structure is created in the same way from sub-products in both cases. The distinguishing factor is only the "Stocked" setting of the composite product name on its product card, which determines which type of composite product is involved.

The composite product structure is created as follows:

  • The product register must have both the composite product name itself and the desired sub-products created as their own names. These cannot be added to the register reasonably during structure creation, so they must be ready
  • The composite product card has an "Sub-products" tab
  • The tab has a function to search and pick sub-products for the composite product card
  • When the desired products are picked, they must be set in the structure through the function found on the tab
    • During setting, it is determined how many pieces of the sub-product are handled in inventory when events are made for the composite product
  • When the structure is saved, the composite product is 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, it can. The main product of the semi-finished product should then be linked as a sub-product to the final product's composite product structure, as described in the previous section. Multiple levels can also be built as needed.

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 and determines the following:

  1. Whether products using this unit are handled in inventory as whole units or whether inventory entries can 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 added after the product name, from which the sub-product diagram of the composite product can be displayed. This diagram only reports the top level of the sub-product structure. Additionally, the product card has a corresponding icon after the product name, from which the diagram can be displayed. This diagram depicts 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: Instead of retrieving a traditional inventory report, the extended product management product listing view has a menu for displaying listings. The menu has an option "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 exceeded in inventory. From this list, desired products can be easily taken 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: This is a function supporting the customer company's production processing. Manufacturing entries must be made in Netvisor for stocked composite products, where sub-products are automatically reduced from inventory 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." Products in the processing basket at the time of the function can be mass-deleted in this section.

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

A: Most likely, the user does not have purchase price editing rights set in the ledger rights. By default, a new user has read-only rights to the purchase price. This right level can be changed with the user administrator (KH) rights.

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

A: This is likely due to the same reason as mentioned in the procurement processing above. The user does not have purchase price editing rights set in the ledger rights. By default, a new user has read-only rights to the purchase price. Supplier-specific procurement information includes the supplier code and name, as well as 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 no longer displayed on the sales order or invoice line. The sales document uses only the composite product name.

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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