Products

To effectively manage products, you'll need to add them to the ERP system. This guide provides step-by-step instructions to help you navigate the process.

Step 1: Access the Products Module

Log in to the ERP system and navigate to the Products module, usually found in the main menu. This module is where you'll manage and store information on all products you want to use in the system.

Step 2: Create a New Product Record

Click the Create button located in the top-right corner of the screen. This opens a new record form.

Fill out the required fields in the form, including essential information such as product name, category, specifications, and any additional details your organization requires.

After completing all the necessary fields, click Create again to finalize the record. Your product is now saved and available for use in the system.

Step 3: Edit Product Information

To update details of an existing product, go to the table view in the Products module.

Locate the product you want to edit by looking for its ID in the table, then click on it.

Select Edit to make any necessary changes. Modify the information as needed.

Once you've finished editing, click Save to apply and store your changes.

Step 4: Viewing Products in Table or Card View

You have the option to view products as a table or as cards.

• The table view displays all products in a structured, row-by-row format for quick overview and detailed sorting.
• If you've added images to your products, you can switch to card view, which presents each product as a visual card. This is helpful for easily identifying products based on their appearance.

Note: To switch between table and card view, look for the three lines in the top left corner of the screen within the Products module.