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

You can open the view by selecting Products > Product listing.

Product listing functions

1. Show columns

With this selection, you define which fields are shown in the product listing. After making changes, you must update the view so that the selected fields become visible.

  • Select the desired fields to be shown in the product listing from the Show columns function.
  • From the Group selection, choose the basis on which products are grouped in the list (for example, product group groups products by product group).
  • Press Update view to apply the changes.

2. Show in listing

With this selection, you define under which conditions products are shown in the listing. With the selections, you can exclude, for example, non-sellable products. If a product is not found in the listing, the reason is usually some filter condition that excludes the product.

  • Open the Show in listing selection.
  • Select the conditions based on which products are shown (for example, sellable products, non-sellable products).
  • Press Update view to apply the filters.

3. Filter by keyword

Enter the search criteria for the product you are looking for in the search field. 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.

  • Enter the desired keyword or several keywords in the search field.
  • Use an exact search by placing the string in quotation marks, for example "keyword". In this case, the string must be found in the product as is, otherwise the product will not be shown in the list.
  • Broaden the search by entering several strings separated by spaces, for example search word. In this case, all products where the words search or word appear are listed.
  • Press Update view to refresh the search results.

4. Update view

With this button, the product listing is updated to match the changes made to search criteria, filters, and keywords.

  • Press Update view whenever you change search criteria, filters, or the keyword so that the desired information is shown.

5. Restore defaults

With this button, the system default settings are restored if the product search criteria or filters have been changed.

  • Press Restore defaults when you want to remove your filters and restore the default settings of the product listing.

6. Add selected to process basket

With this selection, the selected products are moved to the process basket, where you can make bulk changes to products, such as inventory.

  • Select in the product listing the products you want to move to the process basket.
  • Select Add selected to process basket.
  • Open the arrow button next to the Add selected to process basket button when you want to:
    • update the information below in bulk (for example, sales price with a multiplier, such as a multiplier of 1.2 increases the price by 20%)
    • move the selected products to offers, orders, or invoices
    • define a price group for products for customer-specific pricing (note that the same price group must also be defined on the customer's Additional information edit tab)
    • choose whether to update main product information to models (all information, base price, name, or price group).

Management links

The general functions of the page are shown in the top right corner of the product listing page.

1. Create new

With this selection, you create a new product or product group.

  • Select Create new when you want to add a new product.
  • Select Create new when you want to add a new product group.

2. Settings

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

  • Select Settings when you want to:
    • define or edit grouping criteria
    • define product attributes
    • manage product groups
    • define units
    • define possible price groups.

3. Number of products

With this selection, you define how many products are shown on the search page. If there are more products than the selected number, pagination and the number of pages are shown in the view.

  • From the Number of products selection, choose how many products are shown on one page.
  • Use pagination to move to the next pages if products are on several pages.

4. Save as Excel file

With this selection, the product listing search results are saved to an Excel file.

  • Select Save as Excel file when you want to export the visible product listing 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 process basket menu looks like in the image below. The number of products selected to the process basket is shown in parentheses.

A product is moved to the process basket by selecting the square in front of the product row for the products you want to move to the process basket.

  • Select from the square in front of the product row the products you want to add to the process basket.
  • Confirm adding to the process basket with the product listing functions (for example Add selected to 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.

  • Press the + button at the end of the product row to add the product to the process basket.
  • Press the - button at the end of the product row to remove the product from the process basket.

Process basket functions

In the process basket, you enter the desired changes in the top row, and with the arrow button at the end of the row, you copy the changes to all products in the process basket. A product is removed from the process basket with the red - button at the end of the row. The "Save changes" button saves the changes made.

  • Enter the desired changes in the top row of the process basket.
  • Press the arrow button at the end of the row when you want to copy the changes to all products in the process basket.
  • Press the red - button at the end of the row to remove an individual product from the process basket.
  • Press Save changes when you want to save all changes made to the products.

Update products menu

  • Basic information
    • With this selection, you edit in bulk the unit of products, stockability (whether the product is stockable), activity (setting only applies to model items), EAN codes, product group, and grouping criteria.
    • In the process basket, select Update products > Basic information when you want to:
      • change the unit of products
      • define whether products are stockable
      • define whether model items are active
      • set EAN codes in bulk
      • change the product group of products
      • add grouping criteria to products.
  • Price information
    • With this selection, you update in bulk the purchase price and sales price, define whether the product price is gross or net, change the vat percentage, and define the minimum sales price and commission percentage.
    • In the Lock price section, you 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. Locking price information means that the user overwrites the model price information themselves, and the system does not automatically calculate the price from the main product or from the values of the model attributes to the models.
    • The Calculate price from sub products selection means that the product is a composite product consisting of several sub products. If this selection is used, the price of the composite product becomes the price of the different sub products multiplied by how many of the same sub product is used in the production of the composite product.
    • In the process basket, select Update products > Price information when you want to:
      • update purchase prices
      • update sales prices
      • define gross or net pricing
      • change the vat percentage
      • define the minimum sales price
      • define the commission percentage
      • lock the unit price or purchase price
      • enable the Calculate price from sub products function for composite products.
  • Stock information
    • With this selection, you update the default stock for products (note: this does not change the stock of existing products in stock management), default shelf location, batch processing (stock valuation method), alert limit, product country of origin, and possible customs code.
    • In the process basket, select Update products > Stock information when you want to:
      • define the default stock
      • define the default shelf location
      • change batch processing (stock valuation method)
      • set the alert limit
      • define the product country of origin
      • define the customs code.
  • Weight and packaging information
    • With this selection, you provide the net and gross weight for products and the weight unit (for example kg). In addition, you provide the product length, width, and height. The volume is calculated based on this information.
    • In the process basket, select Update products > Weight and packaging information when you want to:
      • define net and gross weight
      • define the weight unit
      • enter length, width, and height, based on which the volume is calculated.
  • Publication status
    • In this view, you choose whether the product is published. From the same view, you can also delete the product.
    • More 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.
    • In the process basket, select Update products > Publication status when you want to:
      • define whether the product is published
      • delete the product according to the instructions.
  • Accounting information
    • In this view, you choose accounting accounts for products for domestic, EU countries, and non-EU countries. In addition, you provide the accounting stock account and possible default cost object 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 at the same time for all models of the product.
    • In the process basket, select Update products > Accounting information when you want to:
      • define accounting accounts for domestic sales
      • define accounting accounts for sales to EU countries
      • define accounting accounts for sales to non-EU countries
      • define the accounting stock account
      • define the default cost object for the product.

Perform for products selection

  • Inventory
    • With stock management inventory entry, you correct the correct quantity of the product in stock management.
    • There is a separate Inventory guide.
    • In the process basket, select Perform for products > Inventory when you want to make an inventory entry for the selected products.
  • Production entry
    • Production entry refers to the assembly or manufacturing of a product. For example, the product is a table that is manufactured from four legs and one tabletop. These products are in the product register as table legs and tabletop (sub products), but with the production entry, they are formed into the product table (composite product).
    • There is a separate Production entry guide.
    • In the process basket, select Perform for products > Production entry when you want to record the production of a composite product from sub products.

Export products selection

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

  • Sales offer
  • Sales order
  • Sales invoice
  • Purchase order
  • Stock transaction
  • Select Export products in the process basket and the desired transaction type when you want to move the selected products to a sales, purchase, or stock transaction.

Print button

For products that have either a primary or secondary barcode entered, you can print barcode labels 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. Press the Proceed button to print 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 own printer settings and alignment 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 save the process basket. After this, the basket can be selected from the "Load process basket" selection.

  • Select Save process basket when you want to keep the current contents of the process basket for later use.

Load process basket

From this selection, you find the process baskets that have been saved.

  • Select Load process basket and the desired saved basket when you want to use it again.

Delete process basket

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

  • Select Delete process basket when you want to remove a saved process basket from the list.

Empty process basket

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

  • Select Empty process basket when you want to remove all products from the current process basket.

Frequently asked questions

Question: Where can I find the product listing in Netvisor?
Answer: Open the product listing by selecting Products > Product listing.

Question: Why do I not see all products in the product listing?
Answer: Products may be missing from the listing if there are filter conditions in the Show in listing selection that exclude products. Check the filters and press Update view.

Question: How can I search for a product by name or code?
Answer: Enter a keyword in the search field (for example name, product code, or barcode) and press Update view. You can use quotation marks for an exact search or several keywords separated by spaces.

Question: How do I make bulk changes to products?
Answer: Add products to the process basket from the product listing, open the process basket, and use the Update products menu options (for example Basic information, Price information, Stock information) and Save changes.

Question: How do I perform inventory for products?
Answer: Add the products to be inventoried to the process basket, select Perform for products > Inventory, and follow the separate Inventory guide.

Question: How do I print barcode labels for products?
Answer: Add products that have a primary or secondary barcode defined to the process basket, select Print, define the print format, language, number of labels, and the barcode to use, and press Proceed to print the labels in PDF format.

Question: Which barcode types does Netvisor support in label printing?
Answer: Netvisor supports in 1D format the barcodes EAN8, EAN13, EAN13 + EAN2, EAN13 + EAN5, and Code128, and in 2D format the QRCode barcode.

Question: How can I save and later use the same process basket?
Answer: Select Save process basket to save the current basket. Later you can select Load process basket and open the saved basket. If needed, you can delete or empty the basket with the Delete process basket and Empty process basket functions.

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

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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