The Upsilon Products option allows you to manage all aspects of your companies Product base. The module includes options for specifying multiple product units of sale, product categories, Bill Of Materials, Product Suppliers and product transaction history.
For further help on the grid and form options click the respective tab pages below.
Upsilon Products grid allows you to browse, filter and sort the product records that you have created within the Upsilon Products module.
Toolbar
| Toolbar Item | Description |
|---|---|
 |
The Quick Search option can be used to quickly filter the grid. NOTE: Fields searched by the Quick Search option are Product Code, Description, and Location. |
 |
Add New record. |
 |
The search button can be used if a more detailed search is required. Using this option the grid can be filtered by any value in any field. |
 |
The Export button is used to export the grid records to an external, downloadable data file. Supported file formats are MS Excel, CSV and XML. At time of export there are also options to specify which columns are included in the exported data along with other file type specific options. |
 |
The Settings button can be used to customise the column layout of the grid by adding or subtracting grid columns. The status of the grid can also be saved so that the required grid status can be loaded again at a later time. |
 |
Refresh the grid. |
 |
Calls context sensitive help system. |
The Upsilon Products form allows you to edit, save or delete the selected product record.
Toolbar
| Toolbar Item | Description | |
|---|---|---|
|
Add new record. NOTE: When in Add mode the form toolbar buttons will be replaced with Add and Cancel buttons. Add will add the new record and Cancel will return the form to Edit mode. | |
 |
Save the form. | |
 |
Delete the current record. NOTE: The system will not allow deletion of a Product Record if it has product transactions records, component (BoM) records, product supplier records, units of sale records or is used within the quotations, sales orders, invoices, credit notes, pro-forma invoices, purchase orders or debit note modules. | |
 |
Duplicate | Duplicate the current product. |
|
Call the context sensitive help system. | |
 |
Return to calling grid. | |
Mandatory Fields
| Field Name | Notes |
|---|---|
| Product Code | The Product Code field Is editable only upon adding new records and must be unique within the Products option. |
| Category Code |
Lookup from the Product Categories option. |
Tab Pages
| Tab Name | Description |
|---|---|
| Product | The Product tab is where basic information relating to the currently selected product can be edited. |
| Unit Of Sale |
The Unit Of Sale tab allows you to specify one or more units of sale for the currently selected product record. The selected Units Of Sale are then available when products are added to document items such as Quotes or Sales Orders. |
| Balances | View the current balance for each branch created in the Branch Information option. |
| Suppliers | View and update any product supplier records created for this product. |
| BOM | Specify product components. |
| History | View a complete transaction history of all product movements for the currently selected product record. |
| Documents | The Documents tab lists all document items (quotes, sales orders, invoices, credit notes, pro-forma invoices, purchase orders and debit notes) which have been created in the documents module for the current product record. The most recent records are displayed first. |