This guide explains how to manage products using Netvisor's product listing feature. The guide covers more efficient use of product listing by selecting the information to be displayed, using search criteria, and managing product information in the process basket.

CONTENTS

• Product listing
  • Product listing functions
• Management links
• Process basket
  • Process basket functions

Product listing

Product listing can be found by navigating to: Products > Product listing

Product listing functions

1. Show columns: From this selection, you can choose which fields are displayed in the product listing. If you make changes to the visible fields, remember to press the "Update view" button.

From the Group selection, you can choose the basis on which products are displayed in the product list. For example, the selection "product group" groups products by product group.

2. Show in listing: From this selection, you can decide under what conditions products appear in the listing. With these selections, you can exclude non-sellable products, for example. If a product is not found in the listing, the most likely reason is that some search criteria exclude that product. 

3. Filter by keyword: You can enter the search criteria for the product you are looking for in the view. Products can be searched with the following criteria: name, product code, model name, barcode, vendor's product code, product group, grouping basis, default stock, or shelf location. 

To search for an exact match, place the entered string in quotation marks, e.g., "keyword" -> In this case, the string must be found in the product as is, or it will not be displayed in the list. 

You can expand the search by entering multiple strings in the search field, separated by spaces. In this case, all products are searched where the strings separated by spaces appear in the product, e.g., search word -> In this case, all products containing the words search or word are listed.

4. Update view: If you make changes to the search criteria or search with the desired keyword, the Update view button will bring the desired information into view. 

5. Restore defaults: If you have made changes to the product search criteria or filters, you can use this button to bring the system's default settings back into view. 

6. Add selected to process basket: From this selection, you can move selected products to the process basket, where you can make changes to products in bulk, such as performing inventory.

From the arrow button next to the button, you can update the information below in bulk or move selected products to offers, orders, or invoices. You can change the sales price of products with a multiplier, e.g., a multiplier of 1.2 increases the price by 20%. With the price group, you can define a customer-specific price for products. In this case, the price group must also be defined on the customer's additional information edit tab.

If you want to update the information of main products for models, you can choose here whether to update all information, base price, name, or price group. 

Management links

The general functions of the page can be found at the top right of the page.

1. Create new: With this selection, you can create a new product or product group.

2. Settings: From this selection, you can define product grouping criteria, attributes, product groups, units, and possible price groups. 

3. Number of products: With this selection, you can decide how many products are displayed on the search page. If there are more products than fit in the selected search quantity, pagination is displayed next to it, and how many pages of products should be listed. 

4. Save as Excel file: With this selection, you can save the product listing search results to Excel. 

Process basket

Except for moving products to sales, purchase, or stock processing, all functions for products are performed in the process basket.

The basket menu looks like the image below, with the number of selected products shown in parentheses.

A product is moved to the process basket by selecting the square in front of the product row, indicating which products are moved to the process basket. 

Products can also be moved to the process basket using the + button at the end of the row. Similarly, the - button removes the product from the process basket.

Process basket functions

In the process basket, you can enter desired changes in the top row, and from the arrow button at the end of the row, you can copy changes to all products in the process basket. You can still remove a product from the process basket using the red - button at the end of the row. The "Save changes" button saves the changes made. 

Update products menu 

• Basic information 
  • With this, you can edit the unit of products in bulk, whether the product is stockable, active (setting only applies to model items), you can set EAN codes in bulk, change the product group of products, or add grouping criteria to products. 
• Price information
  • You can update the purchase price, sales price, whether the product price is gross or net, change the vat percentage, and define the minimum sales price, commission percentage. In the Lock price section, you can choose whether to lock the unit price or purchase price of the product. In this case, no changes are made to the prices through background calculation. Price information lock = The user wants to overwrite the model's price information themselves, and the system does not automatically calculate the price from the main product or the values of the model's attributes for the models
  •  Calculate price from sub products selection means that the product is a composite product consisting of several sub products. If it is selected that the price is calculated from the sub product, the price of the composite product becomes the price of different sub products * how many of the same sub product goes into the production of the composite product. 
• Stock information
  • With this, you can update the default stock for products (note: this does not change the stock of existing products in stock management). You can define the default shelf location, change batch processing (stock valuation method), set the desired alert limit, provide the product's country of origin, and possible customs code.
• Weight and packaging information
  • You can provide the net and gross weight for products. Additionally, you can provide the desired weight unit, e.g., kg. You can provide the product's length, width, and height. The volume is calculated based on this information. 
• Publication status
  • From the view, you can choose whether the product is published. From this view, you can also delete the product. Detailed instructions for deletion can be found in the Product deletion guide. (Note: Product items containing transactions remain on existing sales, purchase, and stock transactions after deletion).
• Accounting information
  • From the view, you can choose accounting accounts for products for domestic, EU countries, and non-EU countries. Additionally, you can provide the accounting stock account and possible default calculation target for the product. Note! Accounting information is not updated for products individually in the process basket, but the change made is always updated for all products brought into the process basket. Accounting information is managed at the main product level, so accounting information is updated simultaneously for all models of the product

Perform for products selection

• Inventory
  • With stock management inventory entry, you can correct the correct quantity of the product in stock management. There is a separate Inventory guide.
• Production entry
  • Production entry refers to the assembly/manufacturing of a product. For example, the product is a table. This is manufactured from four legs and one tabletop. These products are in the product register as table legs and tabletop (these are so-called sub products), but with the production entry, these can be formed into the product table. (this is a composite product). There is a separate Production entry guide.

Export products selection

With this selection, you can export products to the following transactions.

• Sales offer
• Sales order
• Sales invoice
• Purchase order
• Stock transaction

Print button 

For products that have either a primary or secondary barcode entered, you can print using the label printing function.

Note. Label printing prints the barcodes of ALL products that have been moved to the process basket, so product selections should be made already in the product listing

1. Select print format
2. Select print language
3. Select the number of labels per product item
4. Select whether to print the primary or secondary barcode
5. "Proceed" button prints the barcodes according to the settings in PDF format

Note! Netvisor only offers standard and fixed-size labels that can be selected in the process basket. The user must ensure their printer settings are correctly aligned if labels are not printed correctly with automatic printing.

Barcode support in Netvisor

Netvisor supports the following barcodes in label printing, and these are printed linearly in 1D format:

• EAN8
• EAN13
• EAN13 + EAN2
• EAN13 + EAN5
• Code128

The following barcodes are printed as a matrix in 2D format

• QRCode

Note! If barcode standards other than those listed above are used, they will not be printed in the label printing function. 

Save process basket: With this selection, you can save the process basket. After this, the basket can be selected from the "Load process basket" selection.

Load process basket: From this selection, you can find the process baskets that have been saved.

Delete process basket: With this selection, you can delete a previously saved process basket.

Empty process basket: With this selection, you can empty the process basket of products.

Keywords: Product listing, process basket, product settings, inventory, barcodes

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