Overview: Analytics allows operations managers to manage their product catalogue so that they can ensure all items are current, correctly grouped, and readily accessible for operational needs.
Start from: the Analytics dashboard
Navigate to Configuration > Products.
The Products screen displays a central table containing all available products. Each row represents a product, and columns display its core details:
Code: The unique identifier used in the system.
Product: The product's name.
U: The unit of measurement (e.g., "l" for litre, "ud" for unit).
Shrinkage: Indicator of product shrinkage behaviour (if applicable).
Action: Options available:
Edit: Modify the product’s details.
Groups: Assign or update product groups.
Delete: Remove a product entry
Filtering and search
Use the filter bar above the table to narrow down the product list:
Language: Choose the product name language.
Type: Filter by Sale Items and Raw Materials.
Group: Filter by predefined product groups.
Family / Subfamily: Filter to specific classifications.
Search in the table: Search directly for a product by keyword or code.
These tools allow you to easily locate specific entries and manage them at scale.
Add a product entry
Select New at the bottom of the table.
Complete the required fields in the product creation form, such as the code, family, unit, and name.
Select Accept. Your new product will now appear on the list.
To edit or group a product, click the corresponding Edit or Groups buttons in the Actions column.
Note: You can also delete products in bulk by selecting the red X button at the top right corner of the table.
Import products
Select the Excel icon. This will download a template file.
Fill out the Excel file with your products’ details.
Back in the products screen, select the Import button.
Select the file you have edited and upload it.
The product grid will now be updated with the new imported products.