A product type is used to further categorize a product. Each product or service can be assigned one type. For more information on the hierarchy Momentus uses for products and services, see Products and Services.
In this article,
- Add a Product Type
- Change a Product Type Description
- Inactivate a Product Type
- Delete a Product Type
Add a Product Type
- Navigate to the Product Types page and click Add. The Add Product Type window 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.
- Navigate to the Product Types page and select the type to edit.
- Right-click and select Edit. The Edit Product Type window 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.
- Navigate to the Product Types page and select the type to make inactive.
- Right-click and select Edit. The Edit Product Type window opens.
- Check Retire.
- 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.
- Navigate to the Product Types page and right-click on the type to delete.
- Select Mark for Delete.
- Click Save.
Comments
0 comments
Please sign in to leave a comment.