Access the Product Page

On logging into your phpBMS system:

1. Scroll over the "Product" option in the top menu

2. Choose "Products" from the drop down menu.

Creating a New Product

You should now see the Products search page. There are two main sections to this page, the first is the light blue area on top complete with tabs reading "basic", "advanced", "load search", etc. The second is the table below that with "part number", "name", "type", "status" and "unit price" columns.

1. Select the plus sign button situated on top of the table section. If you are having problems finding it, hover you mouse over the page elements until you find the tooltip that pops up reading "new record".

2. A new page, the Product form will load. This page has six major areas: Identification, Cost and Weight, Shipping, Web, Attributes and Memo. The web section is relevant if you are configuring your phpBMS program to integrate with external programs.

3. Enter your new Product name into the field marked "Name". Repeat this for the other fields. Check boxes allow you to configure if things are taxable, prepackaged and/or oversized.

4. In the "attributes" section on the left, choose a Product Category from the drop down menu. If you have not yet configured your project categories, see ProductCategories for more information

5. At this time you can also choose the type and availability of your product, as well as leave any additional details or notes in the memo section.

6. Choose the "save" button from the left hand side. You will receive notification at the top of your screen "Record Created" if your password has been updated successfully.

Editing a Preexisting Product

1. From the table on the main Products page, highlight the product you would like to edit.

2. Select the pencil button immediately to the right of the button with the plus sign at the top of your table.

3. Edit the fields as desired

4. Choose the "save" button from the left hand side. You will receive notification at the top of your screen "Record Updated" if your password has been updated successfully.

Deleting a Preexisting Product

You also have the option to render a product "inactive" if you do not want to delete the product entirely from your system. Refer to InactivatingProducts for more details.

1. From the table on the main Product page, highlight the product you would like to edit.

2. Select the button with the negative sign on it, immediately to the right of the pencil button at the top of your table.

3. A pop-up will ask you to confirm if you wish to delete this product, choose yes if so.

4. You will receive notification at the top of your screen "1 Record Deleted" if your password has been updated successfully.