Managing the Product Catalog

The Product Catalog consists of a number of Products. You can create, edit, delete products or perform workflow actions with products using the same methods as for any other Alloy Navigator Express objects.

To access this module, select Purchasing > Product Catalog from the navigation menu.

• To add a Product:

  1. Click New > Product Catalog Item on the Module menu.

  NOTE: You can also create a Product while configuring a Purchase Order.

  2. On the General tab and Asset Categorization tab, fill out the mandatory fields and other fields that you consider necessary to specify the new Product details.

  3. When you have finished , click Save to save the details or click OK to save and quit the window.

• To edit a Product:

  1. Double-click a product record in the grid

  2. In the Product window, change the details that you want to update and click SAVE.

• To delete a Product:

  • Select a Product in the Product Catalog and click Action > Delete on the Module menu.

Product window

The top pane of the Product window displays the ID, name, and status of the Product.

Below the top pane, the following tabs are available:

• General tab

• Asset Categorization tab

• Purchase History tab

• Custom Data tab (optional)

• Notes tab

• Attachments tab

Using the Module menu of a Product window with an active status you can perform the following actions:

• Mark a Product record as Inactive:

  1. Click Actions > General > Make Inactive.

  2. In a separate window, provide details and click SUBMIT.

  After you perform this action, the Status field of the Product changes to Inactive. You can activate an inactive Product record by performing Make Active action.