The article outlines the steps to use all functionality available in the Product Catalogue Tab.
TABLE OF CONTENTS
Product Catalogue Functionality
Follow the steps below
1. From Sync Home Click on the Shortcut button for 'Product Catalogue'
2. Use filter parameters as required
3. Click the Edit icon to open up the product window for further review or edits
4. Click the Open icon to open the job window for further review or edits
5. Click the batch edit icon to make batch edits for all selected products
- Use CTRL or SHIFT on your keyboard to multi select products
OR
- Click & drag over products to select
6. Click the copy icon to copy product and paste into Sales Order/PPO etc
7. Click refresh icon to refresh screen and view most recent changes
8. Click 'Create Sales Order' button to create and order for all selected products
- Use CTRL or SHIFT on your keyboard to multi select products
OR
- Click & drag over products to select
9. Click between list view or tiles in bottom right corner
10. Click Details to view further info on selected product
* Access to Product Catalogue is permission controlled. Contact Sync support for further support if you do not have access.
Editing functions are available by right clicking on selected products as well
NB. For a quick tutorial watch below
Batch Edit Functionality
The below items are available for batch edit across multiple selected products
For further detail on batch editing click here
1. Job Customer: Select from available options
2. Product Customer: Select from available options
3. Product Cost Vendor: Select from available options
4. Due From Date: Specify Sales order window start
5. Due To Date: Specify Sales order window end
6. Production Date: Specify production start date
7. Selling Price: Specify wholesale price
8. Retail Price: Specify retail price
9. Product Type: Select from available options
10. Tracked: Yes/No (typically used for ecomm product integration)
11. Mobile Sales: Yes/No (make product available on B2B)
12. Range: Select from available options
13. Department: Select from available options
14. Brand: Select from available options
15. Buyer: Select from available options