Product Management Guide
This guide shows you how to create, manage, edit and delete products.
Content of the instructions:
Create a product
Location in the system
Navigate to the "Settings" section of the admin dashboard.
Go to the "Products" tab.
Create a single product
Press the "+ Product" button.
Fill in the information in the field that opens:
Save the information. The product is now available as a basis for charging tasks.
Copying a product
Open an existing product (in the settings or by using the search function).
At the top, select "Copy".
Edit the desired fields in a new window.
Save the new product.
Edit a product
Go to "Settings > Products".
Select the desired product from the list or search in the search field (e.g. by name or code).
Open the product details.
Make any necessary changes.
Save.
Bulk editing of products
Go to the "Products" page.
Click the "Edit" button.
Select the products you want to edit from the list.
Click "Edit" again .
In the "Mass Edit" window, specify the desired changes.
Press the "Edit" button to confirm the changes.
Deleting or archiving a product
Filing
Open the product edit window.
Click "Archive" if the product is already in use on an invoice, shift or as a basis for charging a task.
Archiving prevents new use, but retains the product in reporting.
Abolition
If the product has not been used as a basis for charge, invoices or shifts:
A "Delete" button will be displayed.
Click "Delete" to permanently delete the product.
Mass import and export
Imports
Go to the "Products" tab.
Click "Import" and select an Excel or CSV file.
Export of products
Click on the "Excel" button at the top of the menu.
The products are exported in Excel format as a downloadable file.
Read more about mass import and export of products
Link
Mikäli sinulla herää kysymyksiä, voit olla yhteydessä Kohon asiakaspalveluun sähköpostitse osoitteessa: asiakaspalvelu@kohosales.com, voit myös halutessasi jättää arvostelun artikkelille alapuolelta.