One way to manage the Products in your database is through the Product Grid screen. This screen allows you to see multiple Products in your database in a grid format. From this screen you can add, edit, copy, and delete any Product in your database.
You cannot manage Packages on this interface. Use the Product Explorer interface to edit Packages.
You can filter your Products using the Manufacturer, Category, Type, Phase and Search tabs on the left-hand side of the screen. You also have the options “Display discontinued products” and “Display only unapproved products”.
Along the top of the grid you have the following option buttons: [Add Product], [Edit Product], [Copy Product], [Delete Product], [Add and Remove Columns, Groups], [Sort], [Print], [Export], [Update Price], and [Open in I/O Studio], [Google Product Search].
...... Add a new Product to your MasterTable database
...... Edit an existing Product
...... Copy an existing Product
...... Delete an existing Product
...... Refreshes the Groups displayed in the grid. This button is inactive until you choose to group the products in your grid, see the next option.
...... Add and Remove Columns, Groups - this option allows you to modify the grid layout. This opens a form:
...... Sort - you can sort up to three levels deep, ascending or descending
You can also access the Columns/Grouping, Refresh Groups, and Sort options by right-clicking any column heading. When you right-click a column heading, you will see some additional functions:
Right Click Command | Description |
AutoFit Column | Resizes the selected column to the width of the longest string |
AutoFit Rows | Resizes all rows to the same height |
Sort Ascending | Sorts the selected column by value: lowest to highest (alternative = left mouse click once in a column heading) |
Sort Descending | Sorts the selected column by value: highest to lowest (alternative = left mouse click once in a column heading) |
...... Print - prints the contents of the Product Grid
...... Export - this allows you to export the contents of the Product Grid to an Excel spreadsheet.
...... Update Price - this option allows you to update multiple Products at one time
Example: You want to change the markup on all of your Sonance outdoor speakers to 40%.
Use the tabs to select: Manufacturer = Sonance, Category = Speakers, Type = Outdoor. The Product Grid will filter based on the criteria.
Our MVP data partners have asked that we not show cost data if possible.
Select the products you want to update. To select multiple products use standard Windows selection controls by holding down <Shift> or <Ctrl> on your keyboard while selecting with the mouse.
Click . The Update Price form will open:
Select what Price Type you are updating and enter a Markup as a percentage (40 = 40%) then click [Update]. See Product Price for more information.
...... Open in I/O Studio – this will launch the I/O Studio for one or multiple products selected in the grid.
...... Opens a browser and runs a Google Product Search on the selected products.
You can also access many of the functions described above by right-clicking any row in the Product Grid. When you right-click a row, you will see some additional functions:
Right Click Command | Description |
View Extended Data | Resizes the selected column to the width of the longest string |
Web Specs | Resizes all rows to the same height |
Expand All | This expands all [+] symbols displayed in the PDM (groupings) |
Collapse All | This collapses all [+] symbols displayed in the PDM (groupings) |