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Product Items

Last updated: Thu, 27 Apr 2017 19:06:24 GMT
iOFFICE Knowledge Center

Product Items

The Product Items section allows you to view and/or modify product items.

 

Note: You must have administrator privileges to perform any of these options.

 

productitemsadmin.png

Figure: Product Items Screen

 

The following table describes the major sections of the screen. 

Field Description

[add product item]

Allows you to add a product item.

Product

Allows you to view the product name. This can be edited in the Products section. 

Item Category

Allows you to view the item category. This field can be edited in the Item Category section. 

Product Item

Allows you to view the product item. This field can be edited in this section. 

(edit)

Allows you to edit a product item. 

 

Editing a Product Item

In order to edit a product item, perform the following steps:

 

  1. From the Product Items screen (Admin>Copy>Product Items), click the (edit) link on the product item you want to edit. The Edit Product Item screen opens. 

 

editproditemsadmin.png

Figure: Edit Product Item Screen

 

Note: In order to edit either the Product Name or the Item Name, you will need to go to the specific admin section: Product Name and Item Name.

 

  1. Determine whether the product item should be active or not.

  2. Determine whether notes are required or not.

  3. Determine whether a quantity is required.

  4. Determine whether or not additional items are needed. If needed, you may assign (or remove) them from the Unassigned section to the Assigned section by using the add (productitemsrightarrow.png) or remove (productitemsleftarrow.png) arrows. Any items added to the Assigned section may be moved up or down by using the up/down arrows.

  5. Click the Update button to save your changes to the product item. 

 

Note: To cancel the product item update, click the (back) link in the upper-right area of your screen.

Adding a Product Item

If you want to add a product item, perform the following steps:

 

  1. From the Product Items screen (Admin>Copy>Product Items), click the [add product item]. The Add Product Item screen opens. 

 

addproditemadmin.png

Figure: Add Product Item Screen

 

  1. Select the Product Name from the drop-down options. You may add or edit product names here: Product Name.

  2. Select the Item Name from the drop-down options. You may add or edit item names here: Item Name.

  1. Determine whether notes are required or not.

  2. Determine whether a quantity is required.

  3. Determine whether or not additional items are needed. If needed, you may assign (or remove) them from the Unassigned section to the Assigned section by using the add (productitemsrightarrow.png) or remove (productitemsleftarrow.png) arrows. Any items added to the Assigned section may be moved up or down by using the up/down arrows.

  4. Click the Add button to save your changes to the product item. Click the Done button to add your product item.

 

Note: To cancel the add product item process, click the (back) link in the upper-right area of your screen.

 

 

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