Products Management

The "Products" item is found in the main menu, in the “Products” category.

Once the module is accessed a catalogue is displayed in list form.

The top bar on the left features the basic and advanced search tools.

Whereas the list/grid action functions are on the top right. These functions may be displayed or not, depending on the data displayed in the module or on the permissions set by the system administrator.

The main action functions are:

New Element
Allows you to enter a new element in the list.
 Allows you to export all the displayed data.
Show Favourites
This allows you to filter the list or grid by displaying only the elements already entered in favourites.
Display Mode
This allows you to choose from list, grid or catalogue view.
This allows you to filter the list or grid based on the classification elements.

The New Element function is only displayed if the module allows for data input but above all, based on user privileges.

Clicking on the input button will open a new window that allows you to complete the fields regarding the product.
Clicking on the product in the list will display the product tab.

The Add to Cart button in the product tab allows you to quickly enter the product in question in a products cart related to a new quote or order document. The number of products in the cart is displayed in the icon at the top left of the bar.
You can add or remove any products to or from the cart simply by clicking the plus and minus buttons next to them.

Clicking on the cart icon at the top left opens the new quote/order document tab.

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