Overview lists and forms

Product overview

This is a complete overview of all neutral products or services and positions with product number, pricing and supplier. All positions from the product lines are also included here. You can access documents, the struc­ture, class elements and data sheets as well as the usage of the products or services in cases directly via the product or the service.

Here you will find an overview of all neutral products or services, also categorized in classes.

  1. Select the Sales/Products/Products overview menu.
  2. Search specific records.
  3. Click on an entry in the Name field to open the corresponding form of the neutral product or the product class.

You will see the Category of the product, its Structure and its Use. Documents can be assigned to neutral products or services, which are listed as well. In the neutral product structure, a product or service is broken down and prepared for case-specific use in sales cases. The attributes specific to classes or technical data are also listed in product classes.

Note: If you open a neutral product, the Competitor products tab lists all competitor products competing with your products. These competitor products can be managed by means of the competitor management and are set in relation to your own products.

Procduct lines

This is a summary of several products or services under a product line (sector). This can be your product or ser­vice (for example, a bicycle of the Tourer 2000 type), or several products or services (ladies’ and mens’ bicycles). You can access documents via the product line and class elements, and data sheets of products or services via the structure.

To display products and services in sectors, open the Sectors form. You will see the top articles in sectors, grouped by sales-relevant aspects.

  1. Select Sales/Products/Product lines.
  2. Select the Load function to display all records.
  3. Switch to the Products/services tab to display positions with a neutral structure.
  4. Click on an entry in the Number or Title field to open the corresponding product form.
  5. Switch to the Documents tab to display product-relevant documents.
Info

Admin: Only your administrator or customizer can create sectors that you can use to configure case-specific products. Each product line can belong to exactly one superordinate product line. Please consider this when managing product lines in the administration area.

Classes

There is a form for Product/service classes. The term “product and service classes” acts as a placeholder. that is replaced with a specific position when case-specific products and services are configured as requested by the customer (class element). For example, a product or service class such as “Carrier” is replaced with a specific position like “weatherproof blue plastic box”. You can access classes and elements directly, and from them the product or service.

Here you are presented with an overview of all product and service classes.

You will see the Alternatives with technical data or class-specific attributes for the respective class. To neutral product and service classes, Docu­ments may be assigned that are listed as well. In addition, the Structure and the Use in cases is displayed.

  1. Select the Sales/Product-/Services database/Products/Services classes menu.
  2. Search for specific records.
Show/export picture

Opens an imported icon (graphic) in the corresponding application. It can then be saved (exported) locally.

Import picture

Opens the file selection dialog for replacing the imported icon (overwrite).

Delete picture

Deletes the imported icon from the record.