Product Settings

This guide describes how to manage product settings in Netvisor, including product groups and units. The guide is intended for users who have not previously used product settings.

CONTENTS

• Product groups
• Units

You can open product settings by selecting Products > Product settings.

If extended product management is not enabled for the company, the Product groups view will open. From the same view, you can also access the Units tab.

Product groups

In the Product groups view, you manage the grouping of products. The view shows existing product groups and the functions for editing and deleting them, as well as creating new product groups.

In product group management, perform the following actions as needed:

• Edit
  • Select Edit when you want to change the name of a product group.
  • Enter a new name for the product group.
  • Select Save when the changes have been made.
• Delete
  • Select the Delete checkbox when you want to delete a product group.
  • Note that a product group cannot be deleted if products are linked to it or the product group is in use.
  • In that case, move the products to another product group before deleting.
  • The Delete option is only visible for product groups that do not contain products.
  • If the product group does not have any transactions, it can be deleted.
  • Confirm the deletion when the system asks whether you want to perform this action.
• Create a new product group
  • Select Create a new product group when you want to add a new product group.
  • Give the product group the desired name.
  • If necessary, add a description for the product group.
  • Select Save.
  • You can also add a product group in the product listing view by selecting the Create new button and then New product group.

Units

On the Units tab, you manage the unit information that can be selected for products. The unit information becomes selectable for the product. If the default units are not sufficient, new units are created through this view.

Manage units as follows:

• Add the desired units by entering the unit information in the view.
• Select Save after you have added a unit.
• Delete a unit with the Delete button if the unit is not in use.
• Note that a unit in use cannot be deleted.
• Change the name of a unit with the Edit option.

Frequently asked questions

Question: How do I access product settings in Netvisor?
Answer: Select Products > Product settings. If extended product management is not enabled, the Product groups view opens directly, from which you can also access the Units tab.

Question: Why can’t I delete a product group?
Answer: A product group cannot be deleted if it is in use or if products are linked to it. Move the products to another product group to enable deletion. The Delete option is only visible for product groups that do not contain products and that do not have any transactions.

Question: How do I create a new product group?
Answer: Select Create a new product group, give the product group a name, add a description if necessary, and select Save. You can also create a product group in the product listing view by selecting Create new > New product group.

Question: How do I add new units for a product?
Answer: Open the Units tab in product settings, add the desired units, and select Save. The new units become selectable for products.

Question: Why can’t I delete a unit?
Answer: A unit in use cannot be deleted. Make sure that the unit is not linked to products before deleting it.

Keywords: Product settings, product groups, units, product management

Did you find it helpful? Yes No