The Products screen allows to you add and amend products for a particular client.
Code is a unique 5 character code which is required for every product. It can consist of letters or numbers.
Description is a 50 character description of the product. It can consist of any characters with the exception of single or double quotes.
Section is a reference to one of the sections defined in the Sections table. Click on the down-arrow to see a list of the sections available.
Size Code is a reference to one of the sizes defined in the Sizes table. Click on the down-arrow to
see a list of size codes available.
The count and size columns in grey are for information only. You cannot change them.
Cost This is the cost (exclusive of VAT) of the item. It would be the cost of a tin of coffee, a litre of milk or a dozen eggs.
Client Product Code can be used if you want your stock reports to show the client's product codes, rather than the StockManager product codes
There are different ways to find a product, instead of just scrolling through the list. Further down, the search options are described but the easiest way is to use the filter. Press the F3 function button and the cursor will move into the filter box at the top-left. Now type in part of a product description, and the list will be filtered to show only the products that match the filter. Press F3 again to remove the filter.
![]() Select the correct section and the program will give you the next available product code that corresponds with other products in that section. You can manually amend the product code to be whatever you want. If the codes of products in that section are not consistent, e.g. starting with the same letter, then a suggested code cannot be found. "No code found" will be shown. If you have chosen a 'Master Outlet', there is a tick box option to indicate whether the Master outlet will be checked. An auto-generated product code will not conflict with the Master. If you type one in that does conflict, you'll be warned. Continue on and type in the description and all other appropriate data for the product. You don't have to add data in all boxes - it can be amended later on. Click on the Add Product button to add it and you will be returned to the Section box ready to type in the details for the next product to add. The product you added will automatically be configured as a Live product. Click on the Close button to return to the Products screen.
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To Delete a Product, click in any of the boxes on the line for that product and then click on
either the Delete Record icon at the top of the screen.
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To delete a number of products, click on the Delete Products button and you'll be given a screen where you can select which products you want to delete. Then click on the Delete button. You will not be able to delete any products that have got any stock levels, e.g. purchases/credits/transfers.
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![]() Click on the outlet list to show the outlets, select the relevant outlet and then click OK.
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The products will then be added into the current outlet and they will be automatically configured as a Live products.
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![]() Click in the product you want to export and then click on the Export Product Button. Select either a specific outlet, All Outlets or one of the available groups and then click OK. The product will then be added into the other outlet. It will be automatically configured as a Live product.
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![]() Click on the list and it will drop down automatically and then you can select the option you want. Each option has a Control-Key alternative so you can use the keyboard instead of using the drop-down list. |
To Find a Product press F8 (the function key F8). You will be prompted to type in the characters or numbers you wish to find. You will be able to find product code, description, cost, etc. Type them in and press Enter. If the product found is not the one you want, you can find the next occurrence of the characters by pressing F9. You will not be prompted for the characters and the next product found will be highlighted. To return to the previous product that matches, press F10. |
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![]() You will need to select the outlet whose products you want to display. A search-screen window will be displayed as shown on the right.
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![]() You also have the option to remove old/inactive products from the current audit, as well as historical.
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The Product Search option lets you enter part of a product description and it will then search all the outlets
in StockManager. You'll be shown a list of the outlets and a list of the products whose descriptions contained the string you typed in.
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The Down after Enter button makes for easy use of a numeric keypad. Whilst you can use the down-arrow key to move down to the next product, it is often easier to press Enter. Click on the button to change mode and click on it again to change back to move across after pressing the Enter key.