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Managing Products

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Managing the Products List

Use the Products List view to help you manage and maintain a simple inventory of all the products and services you have to offer your client base.

Learn how to Set up Products and Add Products to a Sales Project

This powerful view allows you to see all your Products at a glance, with lots of useful ways to view the information. This view works just like all the other List Views in Membrain.

 Products_List_view.JPG

 

Pre-defined Filters

First, choose from the options at the top of the view to specify the overall information you are looking for. Choose to show Products by

  • Status: Active, Archived or both active and archived products
  • Sort By or Group By: Price, Fixed vs Recurring Products, and other interesting data points such as Last used date, or last used by person.

Configure your View

Then, use the Cogs_icon.PNGconfigure icon in the Name Column to find even more options and choose which specific data you wish to see.

From here you can select multiple fields to show, and reorder them by dragging them up or down the list to the right-hand side.

Configure_Product_List_view.JPG

Maintaining the Product list

Once you have a product list up and running, there will come a time where products become outdated and are no longer part of your business's offerings. 

In this case, you can archive a product, ensuring that this product is no longer available to select as a product in any new Sales Projects, while at the same time still allowing historical reporting on this product where it was part of a Sales Project in the past.

Archiving products

Follow these steps to archive a product from the product list

  1. Select the product you would like to archive from the list, by clicking on its name
  2. A description window appears
  3. Click on the Archive Button at the bottom of the window, and click OK to confirmArchive_product.png

Unarchiving products

The same procedure applies when you want to Unarchive a product and bring it back into the current, active list of products in your database

  1. Select the product you would like to unarchive from the list, by clicking on its name
  2. A description window appears
  3. Click on the Unarchive Button at the bottom of the window, and click OK to confirm

Deleting products

You may find you need to permanently delete a product from the list.  Perhaps it was entered incorrectly, or you simply don't want to have any record of it in the database.

You can delete Active or Archived products by following these steps:

  1. Select the product you would like to delete from the list, by clicking on its name
  2. A description window appears
  3. Click on the Delete Button at the bottom of the window, and click OK to confirm
Deleted Products cannot be reinstated, and are permanently deleted from the database. All related data about the product will also be deleted.
Top tip! Use the Archive option if you want to be able to run historical reporting on this product

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