Go to “Products & Services” > “Show Products & Services“. All the products and services in the system is listed here with below information.
- Update: The time when the product added or later updated.
- Status: Status of your product as Saleable, Under Development, Planned, Not Saleable.
- Product/Service Id: Generally, starts with a “P- “and followed by a number.
- Name: Short name of the product.
- Reorder Needed: When to reorder the product.
- Unit Price: The selling price.
- Min. Price: The minimum selling price.
- Purchase Price: Purchase price of the product.
- Vat/Tax Percent: Sales tax or VAT percent for the product or service.
- Barcode: Barcode of the products.
By right clicking the mouse you will be provided a list of actions to perform.
- Find: You can find data by this option.
- Sort: You can sort data by clicking over a field or column.
- For Date type column: Sort Oldest to Newest and Sort Newest to Oldest.
- For Text type column: Sort A to Z and Sort Z to A.
- For Numeric type column: Sort Smallest to Largest and Sort Largest to Smallest.
- Filter: Put your mouse over a column and right click, you can filter data based on this selected column by Filter By Selection. You can filter by excluding this column by choosing Filter Excluding Selection.
- Between: You can search data based on a column values by this option.
- View This Product/Service Details: This will open a detail windows of the selected product or service.
- Edit This Product/Service: This will open the detail window where you could edit a product or service.
- Export to Excel: Export the products or services data to Excel format to further analyze or to share.
Video Tutorial: Show Products & Services, Export to Excel