❑ I changed a product’s info, but this product has already been added to a case. What do I do now?

➢There are a few things you must do if you have made any kind of changes to the product information. If you have added this product to a case, you must re-add the case in order for the updated product information to take effect. If needed, it is okay to un-invoice the case just as long as it is within the statement period.

 

❑ I am trying to remake a product; however the option to remake is completely grayed out. How can I fix this so that I can remake this product?

➢ If you are trying to remake a product, but the option to remake the product is grayed out, you must check to make sure that this product is available for remake. Open the Application Settings and select Products/ Tasks Lists. Click on Products and select the product from the Product list. Once you have selected the product make sure that the option "Allow Remake Discount" is checked.

 

❑ How can I quickly increase all product prices, within a catalog, by 10%?

➢ Users are able to increase and decrease product prices globally for a selected catalog, by first opening the Application Settings. Then, open the Products/ Tasks Lists and select Catalog Products. Once you have selected a catalog, click on Global Price Change at the bottom of the window. Choose to either increase or decrease the product prices and enter the percentage you would like in the available field.

 

❑ How can I make sure a case cannot be invoiced if a particular product is added with a quantity of zero?

➢ To set this up, first open the Application Settings. Next, open Products/ Tasks Lists and select Products. Once you have chosen a product from the products list, enable the option “Don’t allow Invoice Case if Qty is zero”.

 

❑ How can I make sure that a product can only be used as a related product?

➢ To set up one of your products to be only used as a related product, first open the Application Settings. Next, open Products/ Tasks Lists and select Products. After selecting the particular product from the list, enable the option “Used for Related Product Only”

 

❑ How can I view all of the products that have been discontinued?

➢ To view the discontinued products, first open the Application Settings. Next, open Product and Tasks and select Products. Change the selected query to 'Discontinued Products', by   clicking on the query filter located on the top left menu panel.

 

❑ I entered a product into a case but there is no total populating - why is this?

➢ A possible reason this could be occurring is because you did not set the product's minimum quantity to one, so the product has a quantity of zero. When you do not set a minimum quantity to a product, it defaults to zero. To set the product’s minimum quantity to one, open the Application Settings. Next, open Products/ Tasks Lists and select Products. Find the product from the list, and enter the minimum quantity. Make sure to click Save Changes once you have made the modification so the change can take immediate effect.