The Products page contains a list of all of your products. You can search for an existing product in the table, add a new product, or access more information about a specific product. Products include items or services that you charge frequently or would like to notate in your invoices. New products become visible on this page once new invoices are made, or if you add a new product to the portal. You can also add products manually to the page.
To access the Products page, click Products under Forms in the left navigation panel.
Partial view of the Products page, including the Products Table and the ADD PRODUCT button.
Products Page Features
Click here to view the features of the Products page.
Products Table
The Products table contains a list of all products, and includes the following information in the default setting:
Products Table Column Name
Description
Name
The name of the product.
Price
The price per unit.
Code
The optional code assigned to the product.
Description
An optional description of the product.
Products Table Action
The Products table supports adding a product, removing a product, and accessing more information.
To add a new product to the table:
Click the ADD PRODUCT button located in the top right corner of the page to open the Add Product lightbox.
Enter the descriptive information.
Click ADD to add the new product.
To remove a product from the table,
Click the TRASHCAN icon on the right side of the table to open the Delete lightbox.
Click CONFIRM to delete the product.
To access more information about a product listed in the table, click any information in the row of a specific product to open the Product Details page.
Customize Your Products Table View
You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
Expand the section below to view a complete list of the data that you can display on the Products table:
Click here to view Products table customizations.
Product Data
ID
Date Created
Created by
Date Modified
Modified By
Name
Price
Code
Description
Commodity Code
Custom
Unit of Measure
Status
Product Details (M)
The Product Details page contains editable details about a product listed on your Products page.
To access the Product Details page:
Click Products under Forms in the left navigation panel.
Locate the specific product in your Products table.
Click any information for that product to open the Product Details page.
Partial view of the Product Details page, including the Product Details form.
Product Details Features
Click here to view the features of the Product Details page.
Product Details Form
The Product Details form contains the following information about a specific product:
Product Details Form Field Name
Description
ID
The ID number associated with the product.
Login
The ID number associated with the login information for the merchant.
Name
The name of the product.
Price
The price per unit for the product.
Code
The optional code assigned to the product.
Description
An optional description of the product.
Product Details Form Action
To edit any portion of the Product Details form:
Click the PENCIL icon in the top right corner of the page.
Edit any information in the form.
Save your edits by clicking the CHECKMARK icon in the top right corner of the page or cancel and lose your changes by clicking the X icon.
Related Pages
Click the links or items on the page to access any of the following pages:
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