ITarian

Mass Management of Products

 

You can edit / delete / import / export / de-duplicate various product records at once. You can do this when you are updating details that are common to a set of product records. For example, you may have a category of products which need stock information to be revised as per available stock.

Tip: If you want to update the details of a single sales product record: Open the 'Products List', click the product name then click the 'Edit' button. See 'Managing Products' for more details.

The interface allows you to:

• Edit product records

• Delete Product records

• Import / export product records

• Find duplicate product records

To edit common details of several product records

• Click 'All' > 'Products' (under 'Marketing and Sales') to open the 'Products List' interface

• Select the product to be edited

• Click 'Actions' and choose 'Edit'

The 'Mass Editing Products' pop-up will appear:

This interface contains four tabs:

• Products Details - Allows you to specify subject, contract name and more. See this table for descriptions of the fields in the 'Products Details' tab.

• Address Details - Allows you to enter the values for billing and shipping addresses in the selected product records. See this table for descriptions of the fields in the 'Address Details' tab.

• Terms & Conditions - Allows you to provide a common 'Terms & Conditions' for the selected product records.

• Description Details - Allows you to enter a common description for the selected product records.

Click 'Save'.

Delete product records

Product records that are no longer required can be removed.

• Click 'All' > 'Products' (under 'Marketing and Sales') to open the 'Product List' interface

• Select the product to be deleted

• Click 'Actions' and choose 'Delete' button.

• Click 'Yes' in the confirmation dialog to remove the record(s)

Import / export product records

Export:

• Click 'All' > 'Products'

• (Optional) Select the product you wish to export

• Click 'Actions' > 'Export'

• Choose whether to export selected records, all visible records, or all records

• Click 'Export Products'

• Product are exported in .csv format

Import:

• Click 'All' > 'Products'

• Click 'Actions' > 'Import'

• Browse to the file containing your product records

• Specify the format of your file

• Click 'Next' to begin the import.

See 'Import and Export Records' for more information.

Find duplicates

• Click 'All' > 'Products' (under 'Marketing and Sales') to open the 'Products' interface

• Click 'Actions' and choose 'Find Duplicates'

• Click in the 'Available Fields' box and choose the invoice related fields from the drop down. 'Ignore empty values' means the CRM will not consider matching blank fields to indicate a duplicate

• Click 'Find Duplicates'

The 'Duplicate Products' page will be displayed.

• To delete a duplicate product record, select it and click the delete button on the top left.

• To merge duplicate records, select them from the 'Merge Select' column and click 'Merge'

The 'Merge Records In > Products' dialog will be displayed:

• The selected 'Record #' is the primary record. Select other record to change the primary record

• Select the column values that should be retained in the merged primary record. Please note you can select only one column value for the merged record

• Click 'Merge'. The records will be merged and displayed in the 'Products List' page as per the selected column values