How to get there
- Click the Edit product lines button on the top right of the the Product lines page
- Or Click the Org Settings on the top right of your navigation and click product lines.
Editing your product lines
Once you are on your the Org Settings page, you are able to:
- Edit the products in your product lines
- Update product line settings: Desired Days on Hand, Lead Time, Lookback Period, and Case Sizes.
- Batch update product line settings
- Archive product lines
Note: Any updates made to these product lines will be made for all of your locations.
Adding and removing products in a product line
Click into a product line on the settings page and you will be taken to the first tab to Edit products.
You can add or remove filters to refine your products.
Tips on filtering your product line down to the correct products:
- Use the left side filters when possible
-
If your POS Category and Subcategory filters are accurate and maintained - adding these filters can be very useful.
- Be sure to stack "Matches" and "Does not match" search terms to narrow down to a single product line.
Product line settings
Navigate to the settings tab when editing a product line to adjust the following:
-
Desired days on hand
How many days of this product do you want to have on hand? The product line will flag as low stock when you are below this quantity. -
Lead time
-
Lookback period
-
Case size
Case size quantity will be applied to all product in the product line -
What days should this report run?
Product line report data runs overnight - Select Mon-Fri to have accurate data on each report daily. - Send emails when report runs
This will send an email with all of the report data each day the report runs. This can be sent to and viewed by any user outside of your organization. NOTE: This can get noisy, so be conscientious of how many emails you send.
