Overview

The Product Overview page lets you quickly view or assign a product's associated attributes, including Units, Rules, Stations, Recipes, and Labels. Click the Pricing link at the bottom of the page to manage pricing details, or use the Compare Products report to view similar products and correctly assign required properties.

After adding item(s) from the catalog and clicking Save Changes, you will automatically be redirected to the Product Overview page for the first newly added item.

Requirements

Pay close attention when entering Group information into required fields. Any variation from the formatting shown on the Comparison Report will separate the product from your other items.

Case Sensitivity: Entries must match exact capitalization.

Accuracy: Double-check spelling, spacing, and punctuation before saving.

Navigation:  Location>Administration>Catalog>Products>Edit Product>Overview

Compare Products 

1. Click Compare Products at the bottom of the product overview page.

2. Select the category that matches the category of the product you are adding. 

3. Choose a product with the same properties as the item that you are adding.

   • It may be necessary to choose multiple products to complete the new product's properties.

4. Add Items.

5. Print report or open in new tab to reference.

6. Use the displayed properties in the popup window to assign your new product.

Units, Rules, Stations, Recipes, Labels, and Pricing are listed on the product overview page with an +Add button.  

1. After clicking the +Add button, an edit window will be displayed with available options.

2. Select the properties that match the information from the product overview target item.

3. Save Changes  

4. Some sections will require you to +Add multiple attributes to complete.

Pricing will redirect you to the Product Pricing tab.

• Make sure you note the item's price before editing.

Composition - provides details set in the product composition and is not editable on this page.

• Bill of Materials

  • List of items and ratios of products used to produce this item.

• Where Used

  • If this item was being used to produce another item, the details would appear here.

Best Practices

• Always assign units first to avoid having to go back and edit Properties again.

• It is recommended that you run the Comparison report again once you have completed the above to check for errors.

• The Product Comparison report can also be generated via Reports>Other Reports>Product Comparison.

• If you are adding a large number of items, it is easier to assign the properties directly.    
  • Administration>Catalog for
    • Units, Rules, Groups and Labels
  • Administration>Production for    
    • Stations and Recipes
    • Recipes (Advanced) is for our accounts utilizing Advanced Production.