Products
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Layout
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| Products
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| The main product screen is like most of the screens on the SoftBooking system: organised with a list of all the products on the main part of the screen to the right and with a sidebar to the left, which is where the main functions on the screen can be completed. In addition to this main product screen, each product also has a file where all the products details are stored.
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| Product main screen
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| The main product screen is simply a list of all the products the salon has. This list is further split into two lists; active and inactive products, the system is defaulted to show active products but the inactive list can be accessed by clicking the tab labelled show inactive products which is located at the very top of the main grid. To open a product file double click on the product you wish to see. This will open up the selected product file.
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| If you click your right mouse button over the main product grid a dropdown list will appear, this gives you the following options: Set product groups - you can use this option to multi-select and assign the same product group to the selected products. To use this function you first need to multi-select the files you want to apply the new product groups to. Then press the set product group(s) option. This will bring up another dropdown list with all the existing product groups, just click one of these product groups and the selected products will be re-assigned; Set supplier(s) - you can use this option to multi-select and assign the same supplier to the selected products. To use this function you first need to multi-select the files you want to apply the new supplier to. Then press the set supplier(s) option. This will bring up another dropdown list with all the existing suppliers, just click one of these suppliers and the selected products will be re-assigned; print preview – this shows the data in a printable format; autofit – this realigns the data columns; Show group header - this allows you to add a grouping function to the main grid. This option allows you to group columns by any of the column headings, to group by a column heading simply drag the column heading into the blue bar above it; expand groups - this shows all products ungrouped; collapse groups - this shows the products grouped; open in Excel; open in XML; select all; refresh - updates data.
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| Sorting
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| You can sort the list of products by any of the column heading on the screen, for example, name or price. To sort press your left mouse button once on the column you wish the list to be sorted by, this will sort the column into alphabetical order, numbers will show first. To see the products in reverse order simply press your left mouse button once to put it in alphabetical order and then a second time to see it in reverse order.
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| Filtering
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| The filtering function allows you to show or hide products from the main list so if for example you only wished to see products on the list which have a discount, you would use the filter function to filter out, those products without a discount. To do this you press the small arrow on the column heading of the data you wish to filter by, a dropdown list will appear in which all data is shown. So using the discount example, suppose there are some products with no discount and some with 10% discounts, the dropdown list will just show 10%, if you click on this, the product list will show only products with a 10% discount. If though there are products with no discounts, with 5% discounts and with 10% discounts and you wish to see all products with discounts regardless of % value, you would need to do a custom filter. A custom filter simply enables you to filter data within a range, or to include or exclude certain data. To do a custom filter you would again simply click on the small arrow on the title line of the column you wish to filter, then select custom from the dropdown menu. A new screen will open, from this screen you can choose a variety of options, so using the discount example, to see the products with both 5% and 10% discounts you would choose 'is greater than' from the first box by clicking on the arrow and picking it from the dropdown menu, then type '4' in the second box, then click on the 'and' button, then in the third box select 'is less than', and type 11 in the fourth box. Alternatively you could select 'equals' in the first box and type '5' in the second box, then selecting 'and' button and 'equals' in the third box and typing '10' in the fourth box.
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| To remove a filter, that is to say, to restore all products to the list you can simply press the X which will appear at the bottom of the product list in a grey box.
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| The Sidebar
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| The sidebar is split into five separate menus, which are titled:
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| General Options
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| The general options menu has the following options: Add new product; Deactivate product; Delete product; Buy now and Stock control entry. If you wish to add a new product to the system click the left mouse button on the Add new product text line, this will open a blank product file. Products which are no longer sold in the salon should be deactivated, this means they will no longer be purchasable or orderable and will be removed from your current sales and stock lists, while all the information about the product and the history of the product will be retained on the system, product with a sales history cannot be deleted but can be deactivated. To delete a product file, highlight the product you wish to delete and click on the Delete product text line, you will be asked to confirm you wish to delete the client. If you are viewing the products and a client wishes to purchase one from the list you can highlight the appropriate product by single clicking the left mouse button on it, then click on the Buy now text line, this will bring you through to the Walkin screen.
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| Search
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| Grid Options
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| The grid options menu is common on almost all screens on the system and allows the following tasks to be completed: print preview – this shows the data in a printable format; autofit – this realigns the data columns; show group heading - if you select this option a bar will appear above the main grid, you can drag any column heading into this bar, the data on the main grid will then be grouped by the column heading you have dragged into the top bar; show customize – this brings up a list that allows you to customize the information displayed on the main screen, so if for example you wished to view the product cost price on the main grid, you would click on the show customize text line, this will bring up a box with all the fields of information stored about product, to add cost price, find cost price from the list and single click and hold the left mouse button, then drag the cost price box up to the main grid column headings, when you see to green arrows, release your mouse button, the new column will be added, to remove a column from the main grid again single click and hold the left mouse button on the column heading you wish to remove, drag this down to the show customize box and release the mouse; hide customize – this just hides the customize box; open in Excel – this allows the data to be exported into Microsoft Excel; open in XML – this allows the data to be exported into an XML format; select all – this selects all the clients on the main grid and final refresh, which refreshes or updates the information on the main grid.
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| Show List by
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| Sort by
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 See also:
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| Extended grid functions
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