Difference between revisions of "Maintenance - Adding Products to the System"
(Created page with "Product Categories Optisoft Cash comes pre-configured with a number of standard product types that are accessible from the Sell button in the till. ==Adding Product Catego...") |
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Adding a new product category will create a new first level button on the Sale Item screen. | Adding a new product category will create a new first level button on the Sale Item screen. | ||
Click on the | *Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left hand corner of the screen. | ||
Go to Maintain > Cash > Product Categories to open the Product Type maintenance screen. | *Go to Maintain > Cash > Product Categories to open the Product Type maintenance screen. | ||
http://91.151.213.84/wiki/images/optisoft/cash/maintainproducttypes.jpg | |||
*Type in the name for the new product type in the Button Text box. | |||
*Use the Cash Category dropdown box to assign a cash category to the new button | |||
*Use the Button Colour dropdown box to assign a colour to the new button. | |||
*Click the http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg button to save the new product category. | |||
Type in the name for the new product type in the Button Text box. | |||
Use the Cash Category dropdown box to assign a cash category to the new button | |||
Use the Button Colour dropdown box to assign a colour to the new button. | |||
Click the | |||
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Click on the | *Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left hand corner of the screen. | ||
Go to Maintain > Cash > Product Categories to open the Product Type maintenance screen. | *Go to Maintain > Cash > Product Categories to open the Product Type maintenance screen. | ||
Click on the Built-In Lists button to provide a list of the product categories on the system. | *Click on the Built-In Lists button to provide a list of the product categories on the system. | ||
We will select Examination here and then click . This will bring up the existing Examination product category for editing. | *We will select Examination here and then click http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg. This will bring up the existing Examination product category for editing. | ||
http://91.151.213.84/wiki/images/optisoft/cash/maintainproducttypes.jpg | |||
Click the | Click the http://91.151.213.84/wiki/images/optisoft/cash/paymenttypeaddbutton.jpg button to open the Sub Category dialogue. | ||
http://91.151.213.84/wiki/images/optisoft/cash/maintainproductsubtypes.jpg | |||
Type in the name for the new product type in the Button Text box. | *Type in the name for the new product type in the Button Text box. | ||
Use the Cash Category dropdown box to assign a cash category to the new button. This can be the same cash category as the parent button or an entirely different one. | *Use the Cash Category dropdown box to assign a cash category to the new button. This can be the same cash category as the parent button or an entirely different one. | ||
Use the Button Colour dropdown box to assign a colour to the new button. | *Use the Button Colour dropdown box to assign a colour to the new button. | ||
Click on the | *Click on the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button to add the sub-type, it will now appear in the list on the payment method. | ||
Click | *Click http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg to save the changes. | ||
==Editing Product Categories== | ==Editing Product Categories== | ||
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You can edit the existing product category’s properties, rename its button etc. | You can edit the existing product category’s properties, rename its button etc. | ||
You can add sub-types to a product category, this will create a new second level button underneath the existing product button. This can be used to group similar products together. | You can add sub-types to a product category, this will create a new second level button underneath the existing product button. This can be used to group similar products together. | ||
*Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left hand corner of the screen. | |||
*Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen. | |||
*Click on the Built-In Lists button to provide a list of the product categories on the system. | |||
*Select the product category to edit and click the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button. | |||
http://91.151.213.84/wiki/images/optisoft/cash/maintainproducttypes.jpg | |||
Update the category as required and click | *Update the category as required and click http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg to save the changes. | ||
===Editing Product Sub-Categories=== | ===Editing Product Sub-Categories=== | ||
Click on the | *Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left hand corner of the screen. | ||
Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen. | *Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen. | ||
Click on the Built-In Lists button to provide a list of the product categories on the system. | *Click on the Built-In Lists button to provide a list of the product categories on the system. | ||
Select the product category that contains the sub-type you wish to remove and click the | *Select the product category that contains the sub-type you wish to remove and click the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button. | ||
http://91.151.213.84/wiki/images/optisoft/cash/maintainprodcuttypes.jpg | |||
*Select the sub-type in the list box at the bottom of the product category screen. | |||
*Click the http://91.151.213.84/wiki/images/optisoft/cash/paymenttypeeditbutton.jpg button to open the Sub Category dialogue. | |||
Select the sub-type in the list box at the bottom of the product category screen. | |||
Click the | |||
http://91.151.213.84/wiki/images/optisoft/cash/maintainproductsubtypes.jpg | |||
Make the required changes and then click the button | *Make the required changes and then click the button | ||
Click the | *Click the http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg button to save the changes. | ||
==Deleting Product Categories== | ==Deleting Product Categories== | ||
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Click on the | *Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left hand corner of the screen. | ||
Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen. | *Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen. | ||
Click on the Built-In Lists button to provide a list of the product categories on the system. | *Click on the Built-In Lists button to provide a list of the product categories on the system. | ||
Select the product category to delete and click the | *Select the product category to delete and click the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button. | ||
http://91.151.213.84/wiki/images/optisoft/cash/maintainproducttype.jpg | |||
*Click on the http://91.151.213.84/wiki/images/optisoft/shared/deletebutton.jpg button to delete the product category. | |||
Click on the | |||
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Click on the | *Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left hand corner of the screen. | ||
Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen. | *Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen. | ||
Click on the Built-In Lists button to provide a list of the product categories on the system. | *Click on the Built-In Lists button to provide a list of the product categories on the system. | ||
Select the product category that contains the sub-type you wish to remove and click the button. | *Select the product category that contains the sub-type you wish to remove and click the button. | ||
Select the sub-type in the list box at the bottom of the product category screen. | *Select the sub-type in the list box at the bottom of the product category screen. | ||
Click the | *Click the http://91.151.213.84/wiki/images/optisoft/cash/paymenttyperemovebutton.jpg button, and you will see a (d) next to the product. | ||
http://91.151.213.84/wiki/images/optisoft/cash/removeproductsubtype.jpg | |||
Click on the | *Click on the http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg button to remove the product sub-type. |
Revision as of 15:58, 9 March 2012
Product Categories
Optisoft Cash comes pre-configured with a number of standard product types that are accessible from the Sell button in the till.
Adding Product Categories
You can add a new product category button to the list or you can also add a sub-category to an existing product type.
New Product Category
Adding a new product category will create a new first level button on the Sale Item screen.
- Click on the in the top left hand corner of the screen.
- Go to Maintain > Cash > Product Categories to open the Product Type maintenance screen.
- Type in the name for the new product type in the Button Text box.
- Use the Cash Category dropdown box to assign a cash category to the new button
- Use the Button Colour dropdown box to assign a colour to the new button.
- Click the button to save the new product category.
New Product Sub-Category
Adding a new product sub-category will create a new second level button underneath an existing product category button. This can be used to group similar product types together.
In our example we will add a new sub-category to our Examination product category.
- Click on the in the top left hand corner of the screen.
- Go to Maintain > Cash > Product Categories to open the Product Type maintenance screen.
- Click on the Built-In Lists button to provide a list of the product categories on the system.
- We will select Examination here and then click . This will bring up the existing Examination product category for editing.
Click the button to open the Sub Category dialogue.
- Type in the name for the new product type in the Button Text box.
- Use the Cash Category dropdown box to assign a cash category to the new button. This can be the same cash category as the parent button or an entirely different one.
- Use the Button Colour dropdown box to assign a colour to the new button.
- Click on the button to add the sub-type, it will now appear in the list on the payment method.
- Click to save the changes.
Editing Product Categories
You can edit the existing product category’s properties, rename its button etc.
You can add sub-types to a product category, this will create a new second level button underneath the existing product button. This can be used to group similar products together.
- Click on the in the top left hand corner of the screen.
- Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen.
- Click on the Built-In Lists button to provide a list of the product categories on the system.
- Select the product category to edit and click the button.
- Update the category as required and click to save the changes.
Editing Product Sub-Categories
- Click on the in the top left hand corner of the screen.
- Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen.
- Click on the Built-In Lists button to provide a list of the product categories on the system.
- Select the product category that contains the sub-type you wish to remove and click the button.
- Select the sub-type in the list box at the bottom of the product category screen.
- Click the button to open the Sub Category dialogue.
- Make the required changes and then click the button
- Click the button to save the changes.
Deleting Product Categories
You can delete a product category from the till so that it no longer appears. If you delete a first level product category then all of the sub-types of that product will also no longer appear.
Deleting Product Types
- Click on the in the top left hand corner of the screen.
- Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen.
- Click on the Built-In Lists button to provide a list of the product categories on the system.
- Select the product category to delete and click the button.
- Click on the button to delete the product category.
Deleting Product Sub-Types
- Click on the in the top left hand corner of the screen.
- Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen.
- Click on the Built-In Lists button to provide a list of the product categories on the system.
- Select the product category that contains the sub-type you wish to remove and click the button.
- Select the sub-type in the list box at the bottom of the product category screen.
- Click the button, and you will see a (d) next to the product.
- Click on the button to remove the product sub-type.