The Company Products Summary Screen

The Company Products summary screen contains a list of all products that can be used in the application, including recipes created in the Recipe setup screen. The list of products can be filtered by any of the columns, the display of which can be customized. Company products can’t be used at a location until they are set up as location products, which can be done for one or more products using the Assign Storages function. The Copy function can be used to create a new product by copying an existing product record. Users can also print product labels from this screen.

{Concepts Note}: If a product is linked to one or more Concepts, it will only be available if the current application user (at corporate) or location (non-corporate) is linked to one or more of the same Concepts. If a product is not linked to any Concepts, it will be available to all users/locations. See "Concepts" for more information.

Screen Controls

Product #, Name, PLU, or Category Search field – Click into the field and enter the name, number, PLU, or category (subcategory or microcategory) of the product you want to locate.
Product Name hyperlink – Opens the detail screen for the selected product.
Export (Printer) – Exports the list of products displayed to the selected format; options include PDF, Excel, CSV, and CDP. {Notes}: The 'CDP' option will export the product details for those displayed on screen in the 080 text file format; filter options will be respected. If the export data exceeds 10mb, a zip file containing multiple text files will be generated.
Filters (Funnel) – Opens the Filter pop-up. {Note}: This screen can be filtered by any column, or to display just 'Products', 'Recipes, or 'All' (default view).
Add – Opens a blank Company Product Details screen for creating a new product.
Filter By Attributes – Opens the Filter by Attributes window.
Copy (2 pages) – Creates a new company product by copying the selected existing product.
Auto-Generate (Page +) – Create multiple company product records at once, based on "Size" and "Color" setup, using a basic product record as a template. (Only visible if at least one Size and Color have been defined and the Audit preference for "Company Products and Recipes" is not enabled.)
Nutrition Classes (folder) – Links products to one or more nutritional attributes.
Delete (Trash Can) – Deletes a newly created Company Product. Only visible if the Audit preference for "Company Products and Recipes" is not enabled
Pagination – Each page displays up to 75 products; use the controls to view other pages or refresh the current page.

Screen Columns

Click any column header to sort by the data in that column; defaults to Product Name in ascending order. Users select which columns to view and can click and drag column headers to rearrange the columns.

Product Number – Entered on the Company Product tab. This must be unique and may be system-generated. If the preference to "Automatically Create Company Product Number" is enabled, the number will be assigned based on the scheme defined in the Numbering screen.
Product Name – Entered on the Company Product tab; this must be unique.
Unit – The Inventory Unit entered on the Company Product tab.
Category/Subcategory/Microcategory – The Category/Subcategory/Microcategory selected on the Company Product tab.
Active – The screen displays "Active" products by default. The drop-down column filter can be used to display 'All', 'Active', or 'Inactive' products.
Product Type – Selected on the Company Product tab.
Master Order Type – Selected on the Purchasing tab.
UPC – If entered on the Company Product tab; will print on Inventory count sheets.
Attached Image – Indicates whether the product has an image attached on the Optional tab.
Attached Files – Indicates whether the product has any files attached on the Attachments tab.
Department – Indicates whether the product is assigned to a department on the Departments tab. (Not visible if the "Use Single Company Department" preference is enabled.)
Assign Storages – Check the box for each product for which a storage location should be assigned at one or more locations.
PLU – The PLU number entered on the Recipe tab; used to deplete the recipe or its components via POS sales.