A product type is a way to further categorize a product. You can assign one type to a product or service. See Products and Services for details on the hierarchy Momentus uses with products and services.
Add a Product Type
- Click the Product Types link from the Main Menu. The Product Types screen opens.
- Click the Add button. The Add Product Type screen opens.
- Enter the following information:
- Description - Name of the type.
- Code - Unique alphanumeric value.
- Click OK.
Change a Product Type Description
You can change the description for a product type after you have created it. When you change the description for a product type, it updates wherever the product type is used. If you don't want to update the already existing product type data, then you must add a new product type using the steps in Add a Product Type.
- Click the Product Types link from the Main Menu. The Product Types screen opens.
- Select the type to edit.
- Right-click and select Edit. The Edit Product Type screen opens.
- Update the description.
- Click OK.
Inactivate a Product Type
If you no longer use a product type but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a product type inactive, you can no longer assign it to a product or service.
- Click the Product Types link from the Main Menu. The Product Types screen opens.
- Select the type to make inactive.
- Right-click and select Edit. The Edit Product Type screen opens.
- Check the Retire check box.
- Click OK.
Delete a Product Type
If you no longer use a product type and don't want to keep a record of it, you can delete it. You cannot delete product types assigned to a product/service. You cannot undo the delete process.
- Click the Product Types link from the Main Menu. The Product Types screen opens.
- Right-click on the type to delete.
- Select Mark for Delete.
- Click the Save button.
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