Products Page User Guide

Overview

The Products page provides comprehensive product management capabilities for creating, editing, and managing product catalogs, including product information, variants, pricing, and inventory integration.

Key Features

1. Product Search & Filtering

• Search Bar: Real-time search across product names, SKUs, descriptions, and other product details
• Advanced Filters: Access via filter icon (🔍) to apply complex filtering
• Filter Options:
• Status: Filter by Active, Inactive, or other product statuses
• Sort By: Choose from available columns (ID, Name, SKU, etc.)
• Order: Ascending or Descending
• Category: Filter by product categories
• Vintage: Filter by product vintage years
• Created Date: Filter by creation dates or date ranges
• Price Range: Filter by price ranges

2. Product Table View

The main table displays product information with the following key columns:

Core Columns

• ID: Unique product identifier
• Name: Product name and description
• SKU: Stock Keeping Unit
• UPC: Universal Product Code
• Vintage: Product vintage year
• Status: Current product status (Active/Inactive)

Product Details

• Category: Product category classification
• Brand: Product brand information
• Price: Current product price
• Cost: Product cost information
• Weight: Product weight specifications
• Dimensions: Product size dimensions

Inventory Integration

• Current Stock: Current inventory levels
• Warehouse: Primary warehouse location
• Reorder Point: Minimum stock level for reordering
• Last Updated: Last modification date

3. Product Management Actions

Available Actions (Permission Dependent)

• Create Product: Add new products to the catalog
• Edit Product: Modify existing product information
• Delete Product: Remove products from the catalog
• View Details: Access complete product information
• Add to Warehouse: Add products to specific warehouses
• Import Products: Bulk import products via CSV/Excel
• Export Products: Download product data

Bulk Operations

• Multi-Select: Select multiple products for batch operations
• Bulk Edit: Modify multiple products simultaneously
• Bulk Delete: Remove multiple products
• Bulk Export: Download selected products

4. Product Creation & Editing

Comprehensive product management with detailed forms:

Product Information

• Basic Details: Name, description, SKU, UPC
• Categorization: Category, brand, type
• Physical Properties: Weight, dimensions, vintage
• Pricing: Cost, selling price, margin calculations

Product Variants

• Variant Management: Create and manage product variations
• Size Options: Different sizes or specifications
• Color Options: Various color variations
• Packaging: Different packaging options

Inventory Settings

• Stock Management: Initial stock levels
• Reorder Points: Minimum stock thresholds
• Warehouse Assignment: Primary and secondary warehouses
• Supplier Information: Vendor and supplier details

5. Product Import/Export

• Import Templates: Download CSV templates for bulk import
• Data Validation: Automatic validation of imported data
• Error Handling: Detailed error reports for failed imports
• Export Options: Multiple export formats (CSV, Excel, PDF)
• Custom Fields: Include/exclude specific product fields

6. Column Management

• Customizable Columns: Show/hide columns based on your needs
• Frozen Columns: Key columns remain visible when scrolling
• Column Widths: Automatically optimized for different screen sizes
• Sorting: Click column headers to sort data

7. Product Detail View

Click on any product to access detailed information:

Product Summary

• Complete Information: All product details in one view
• Image Gallery: Product photos and images
• Documentation: Product specifications and documents
• History: Product modification history

Inventory Integration

• Stock Levels: Current inventory across all warehouses
• Movement History: Stock in/out transactions
• Reorder Alerts: Low stock notifications
• Supplier Information: Vendor details and contact info

Pricing Information

• Cost Structure: Detailed cost breakdown
• Pricing History: Historical price changes
• Margin Analysis: Profit margin calculations
• Competitive Pricing: Market price comparisons

8. Pagination & Navigation

• Page Size: Adjust number of products per page
• Navigation: Previous/Next page buttons
• Page Numbers: Direct navigation to specific pages
• Total Count: View total number of products

Usage Workflow

Basic Product Management

1. Use search to find specific products
2. Apply filters to narrow down product lists
3. Click on product names for detailed information
4. Use action buttons for product operations

Creating New Products

1. Click "Create Product" button
2. Fill in basic product information
3. Add product variants if needed
4. Set inventory and pricing details
5. Save and activate the product

Bulk Product Operations

1. Select multiple products using checkboxes
2. Choose bulk action from the toolbar
3. Configure bulk operation settings
4. Confirm and execute the operation

Product Import

1. Download the import template
2. Fill in product data following the template
3. Upload the completed file
4. Review validation results
5. Confirm import for valid records

Advanced Filtering

1. Click the filter icon (🔍) to open advanced filters
2. Set your filtering criteria (status, category, dates, etc.)
3. Click "Apply" to filter results
4. Use "Reset" to clear all filters

Tips & Best Practices

Product Management

• Use consistent naming conventions for products
• Maintain accurate SKU and UPC codes
• Keep product descriptions detailed and informative
• Regular review of product status and pricing

Data Organization

• Use categories effectively for product grouping
• Maintain consistent product information
• Regular cleanup of inactive products
• Keep supplier information up to date

Import/Export

• Always use the provided templates for imports
• Validate data before importing
• Keep backup copies of exported data
• Test imports with small batches first

Navigation

• Use frozen columns to keep important data visible
• Utilize search for quick product lookup
• Save frequently used filter combinations
• Use keyboard shortcuts for faster navigation

Permissions

• Available actions depend on your user permissions
• Contact your administrator if you need additional access
• Some features may be read-only based on your role

Troubleshooting

Common Issues

• No Products Shown: Check if filters are applied
• Missing Columns: Check column visibility settings
• Can't Edit Product: Verify you have update permissions
• Import Errors: Check data format and required fields

Getting Help

• Use the search functionality to quickly find products
• Apply filters to narrow down large datasets
• Check product history for detailed information
• Contact support if you encounter persistent issues

Keyboard Shortcuts

• Enter: Apply search or confirm actions
• Escape: Cancel current action
• Arrow Keys: Navigate through table cells
• Tab: Move between form fields
• Ctrl+F: Focus search bar
• Ctrl+N: Create new product (if available)

This guide covers the main functionality of the Products page. For specific features or advanced usage, consult your system administrator or refer to additional documentation.

Updated on: 23/09/2025