Products that have been added to the products database are visible and searchable using the product view in CompleteEmpire. Use the Summary view to review the product related activity and attach documents relevant to the property.
To review the product summary.
- Main Menu click {Product Sales}>{Products}
- Select the product from the list to view.
- Click [View Summary] in the Quick Action toolbar.
- Product Work Area Summary Header - Product name and category.
- To proceed to the Edit view you click the [Edit] button .
- Product Summary View - Shortcuts to the relevant area of interest within the work area. See below
| Bookmark | Description |
|---|---|
| Details | Product details |
| Prices | Prices and price history |
| Packaging & Units | Product packaging details |
| Unit Conversions | Editable table of product conversions between shipping, retail and consumer package styles |
| Compositions | Specific to production environments with potential to allocate product resources between storage facilities |
| Opportunity Activity | Upload images that will be used for the product web pages in a linked (API) online website |
| Documents | Lists attached documents for the current product with search and filter options |
| Notes | Add any notes relevant o the product |
- Product name - Product name, number, category , market type details
- Product Description - Detailed breakdown of the product, product use and all relevant safety information.
- Set an email address to be notified when a online purchase is made.
- [Edit] - open the edit view to edit or add a new product price, start and end dates.
- [Edit] - open the edit view to edit or add a new product price, start and end dates.
- [Edit] - open the edit view to edit or add a new product price, start and end dates.
- [Edit] - open the edit view to edit or add a new product price, start and end dates.
- Any new opportunity (s) for this product will be posted here.
To add documents to the work there are three options:-
- [Attach Documents(s) from the DMS]
- [Select files] to open a new file browser window to add external documents to to the work of the account. Or...
- Drag and drop into the marked box
- Search the DMS - enter at least 3 characters and filter using tags to locate your files and attach to the work for the account.
- To search within the attached documents:-
- Search within documents that have been attached to the work for the account.
- Filter using tags that have been added to the document attached to the work for the account
- [Search] - to search within documents that have been attached to the work for the account.
- [Clear Search] to clear the search criteria, text and tags.
- Sort filtered results by file name or upload date.
Notes
- [Edit] - open the edit view to edit or add a note.
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