Work With Products

Overview

The Work With Product window is used to search for, create, and manage products in bizwizIQ® Order Manager.

Products are organized into Product Families and may contain multiple Product Details representing different sizes, colors, styles, or configurations.

From this window, you can add new products, modify existing products, duplicate products, merge duplicate records, and access product inventory information.

Searching for Products

The search options at the top of the Work With Product window allow you to quickly locate products.

Field	Description
Status	Filter products by their assigned status.
Type	Filter products by product type, such as Finished.
Family	Display products belonging to a selected Product Family.
Name	Search for products by name.
Supplier SKU	Search using the supplier's SKU.
Retail SKU	Search using the retail SKU.
Show only Track Inventory	Display only products configured for inventory tracking.

How to Search for a Product

Open the Work With Product window.
Enter a product name or SKU, or select one or more search filters.
Click Search.
Review the matching products displayed in the list.
Select the desired product and click Modify to open its information.

The product list displays the Name, Family, Type, Status, and Inventory Tracking indicator for each product.

The bottom of the window displays the number of products loaded compared with the total number of products.

Product Management Functions

The buttons on the right side of the window provide the following functions.

Button	Description
New	Create a new product.
Modify	Modify an existing product.
Duplicate	Create a copy of an existing product.
Delete	Delete the selected product.
Merge	Combine duplicate product records into one product.
Print	Print product information.
Close	Close the window.
Refresh	Refresh the displayed product list.
Display Inventory Details	View inventory information associated with the selected product.
Bulk Pricing Adjustment	Access tools for adjusting prices across multiple products.

Adding a New Product

Click New.
The Maintain Product window opens.
Enter the product's general information.
Assign the appropriate Product Family and Supplier.
Add the individual Product Details.
Click Save.

Modifying a Product

Locate the product using the search options.
Select the product.
Click Modify.
Update the appropriate information.
Click Save.

Duplicating a Product

The Duplicate function simplifies creating new products that are similar to existing products.

For example, if a supplier introduces a new tumbler similar to one already in Order Manager, you can duplicate the existing product and update the necessary information.

Select the product to duplicate.
Click Duplicate.
Review the copied product information.
Update the product name, SKUs, pricing, and other applicable information.
Save the new product.

Important: Review the duplicated information carefully to ensure the new product has the correct details.

Merging Duplicate Products

The Merge function is used to combine duplicate product records into a single product.

This helps maintain an organized product database and reduces duplicate product entries.

How to Merge Products

Locate and select the duplicate product.
Click Merge.
Follow the prompts to select the product records to combine.
Review the selected products.
Complete the merge operation.

Important: Verify that the correct products are selected before completing the merge. The merge may affect product references and related information.

Bulk Pricing Adjustment

The Bulk Pricing Adjustment function provides access to tools for adjusting prices across multiple products.

This is useful when supplier costs change or when selling prices need to be updated for a group of products.

See Bulk Pricing Adjustments for additional information.

Display Inventory Details

Click Display Inventory Details to access inventory information.

This function is useful for reviewing inventory associated with products configured for inventory tracking.