Products: Difference between revisions

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This screen provides all details of the Service Products in the ''CALIDUS'' eSERV system.
This screen provides all details of the Service Products (Parts) in the ''CALIDUS'' ePOD system.


{{Note}} Typically, this static data is part of the data imported into the system from external TMS system (for example ''CALIDUS'' TMS) and would not require any further maintenance. However, if the external system does not pass this information in, or ''CALIDUS'' ePOD/eSERV is being run as a stand-alone system, this screen can be used.
{{Note}} Typically, this static data is part of the data imported into the system from external ERP or CRM system (for example Dynamics NAV) and would not require any further maintenance. However, if the external system does not pass this information in, or ''CALIDUS'' ePOD/eSERV is being run as a stand-alone system, this screen can be used.  




This page provides functionality to View, Create and Edit Service Products.
This page provides functionality to View, Create and Edit Service Products.


Users are able to filter data by:
The screen allows users to filter data by:
* Product Code
* Product Code - the part ID.
* Product Group
* Product Group - typically used as a Make that the part is used for. General parts can have the group left blank.
* Description
* Description
* Status
* Status - a drop down list of Active or Inactive. Only Active products may be used be engineers.
 
Once the filter information is entered and the '''Search''' button is pressed, all matching parts are displayed in a table below.


[[File:EPOD-ServiceProducts1.PNG|600px|border]]  
[[File:EPOD-ServiceProducts1.PNG|600px|border]]  
<br />''Service Products Search Panel and Results table''<br />


When the criteria in entered and the '''Search''' button is pressed, the screen displays a grid:
Alternatively, clicking '''Create Excel Spreadsheet''' will export the service products data - functionality differs per browser used to access the Admin system, the likely result being that the resulting file will be offered for download.


[[File:EPOD-ServiceProducts2.PNG|600px|border]]
A single line is displayed per part found.


A single line is displayed per Service Product found.
<!-- Each column can be sorted by clicking on the column header - clicking again will reverse the sort sequence.
-->
Details shown are:
* Code - the part ID.
* Group - typically used as a Make that the part is used for. General parts can have the group left blank.
* Description
* Model - a model that the part is used for. Typically part of a group. General parts can have the model left blank.
* Weight - a unit weight.
* Status - Active or Inactive. Only Active products may be used be engineers.
* Quantity - the quantity of the part available to the engineers.


<!--
== Uploading Parts ==
The screen allows parts to be uploaded through a spreadsheet template file. This can be obtained by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.


The items in the grid can be edited by clicking the '''Select''' then '''Edit''' buttons.
Parts data may then be entered into the template and saved, external to the application. Alternatively, this template may be generated from an external system. Regardless, this data may then be uploaded into the system by selecting the file (using the '''Choose File''' selector on the screen), then clicking '''Upload Excel Spreadsheet'''


[[File:EPOD-ServiceProducts3.PNG|600px|border]]
The success or failure of the upload will be indicated in a message on the button panel at the top of the screen and detailed results may be downloaded using the provided '''Download Results Spreadsheet''' button.
-->


== New Parts ==
The screen allows new parts to be created, by pressing the provided '''New''' button at the top of the screen.


The data that may be edited here is:
[[File:EPOD-ServiceProducts4.PNG|600px|border]]
* Model
<br />''New Service Product Pop-up''<br />
* Product Group
 
* Status (through a drop-down list)
The following details may be entered:
* Quantity
* Product Code - the part ID.
* Weight
* Model - a model that the part is used for. Typically part of a group. General parts can have the model left blank.
* Product Group - typically used as a Make that the part is used for. General parts can have the group left blank.
* Status - a drop-down list of Active or Inactive. Only Active products may be used be engineers.
* Quantity - the quantity of the part available to the engineers.
* Weight - a unit weight.
* Description
* Description


A '''Save''' button is provided to save edited values.
A '''Save''' button is provided to save the entered data. Clicking '''Close''' will discard the new part.  


A '''Delete''' button is provided to delete the Product selected.


Changes may be discarded by clicking the '''Close''' or '''Cancel''' buttons.
 
== View/Edit Parts ==
The parts can be viewed and edited by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the part.
 
[[File:EPOD-ServiceProducts3.PNG|600px|border]]
<br />''View/Edit Service Product Pop-up''<br />
 
The part may be edited by clicking the provided '''Edit''' button.




The following fields may be edited here:
* Model - a model that the part is used for. Typically part of a group. General parts can have the model left blank.
* Product Group - typically used as a Make that the part is used for. General parts can have the group left blank.
* Status - a drop-down list of Active or Inactive. Only Active products may be used be engineers.
* Quantity - the quantity of the part available to the engineers.
* Weight - a unit weight.
* Description


A '''New''' button is provided on the header to allow the user to enter new Service Products.
When this is pressed, the screen allows the user to enter the details:


[[File:EPOD-ServiceProducts4.PNG|600px|border]]
A '''Save''' button is provided to save the edited values.


This will be validated that this Service Product Code are not a duplicate for a site. If so, an error will be displayed and the data will not be saved.
A '''Delete''' button is provided to delete the part.


A '''Save''' button is provided to save the data, while the '''Close''' button will discard the new Service Product.
Changes may be discarded by clicking the '''Close''' or '''Cancel''' buttons.




[[Category:UG 291094 EPOD Admin User Guide|300_120]]
[[Category:UG 291094 EPOD Admin User Guide|300_120]]

Revision as of 14:17, 14 July 2016

This screen provides all details of the Service Products (Parts) in the CALIDUS ePOD system.

Note Note: Typically, this static data is part of the data imported into the system from external ERP or CRM system (for example Dynamics NAV) and would not require any further maintenance. However, if the external system does not pass this information in, or CALIDUS ePOD/eSERV is being run as a stand-alone system, this screen can be used.


This page provides functionality to View, Create and Edit Service Products.

The screen allows users to filter data by:

  • Product Code - the part ID.
  • Product Group - typically used as a Make that the part is used for. General parts can have the group left blank.
  • Description
  • Status - a drop down list of Active or Inactive. Only Active products may be used be engineers.

Once the filter information is entered and the Search button is pressed, all matching parts are displayed in a table below.

EPOD-ServiceProducts1.PNG
Service Products Search Panel and Results table

Alternatively, clicking Create Excel Spreadsheet will export the service products data - functionality differs per browser used to access the Admin system, the likely result being that the resulting file will be offered for download.

A single line is displayed per part found.

Details shown are:

  • Code - the part ID.
  • Group - typically used as a Make that the part is used for. General parts can have the group left blank.
  • Description
  • Model - a model that the part is used for. Typically part of a group. General parts can have the model left blank.
  • Weight - a unit weight.
  • Status - Active or Inactive. Only Active products may be used be engineers.
  • Quantity - the quantity of the part available to the engineers.


New Parts

The screen allows new parts to be created, by pressing the provided New button at the top of the screen.

EPOD-ServiceProducts4.PNG
New Service Product Pop-up

The following details may be entered:

  • Product Code - the part ID.
  • Model - a model that the part is used for. Typically part of a group. General parts can have the model left blank.
  • Product Group - typically used as a Make that the part is used for. General parts can have the group left blank.
  • Status - a drop-down list of Active or Inactive. Only Active products may be used be engineers.
  • Quantity - the quantity of the part available to the engineers.
  • Weight - a unit weight.
  • Description

A Save button is provided to save the entered data. Clicking Close will discard the new part.


View/Edit Parts

The parts can be viewed and edited by clicking the Select button against the line in the table. The screen will display a pop-up showing all the details of the part.

EPOD-ServiceProducts3.PNG
View/Edit Service Product Pop-up

The part may be edited by clicking the provided Edit button.


The following fields may be edited here:

  • Model - a model that the part is used for. Typically part of a group. General parts can have the model left blank.
  • Product Group - typically used as a Make that the part is used for. General parts can have the group left blank.
  • Status - a drop-down list of Active or Inactive. Only Active products may be used be engineers.
  • Quantity - the quantity of the part available to the engineers.
  • Weight - a unit weight.
  • Description


A Save button is provided to save the edited values.

A Delete button is provided to delete the part.

Changes may be discarded by clicking the Close or Cancel buttons.

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