Use Product Notes for Reports.


Catalogues, Stocktake Sections, Product Types and Manufacturers are additional collections that can be used to ‘band together’ products from different Departments, price lists etc. under a common theme, usually for reporting purposes.


However, what to do if all the existing collections are in use?


Use the Product Note. This is a store field where you can place your own information about a product.


To “band” products together using Product Note field

From the Main Menu:

  • 2 Stock Control, 3 Stock Maintenance, 1 Maintain Products in Bulk
  • Use some ‘rounding’ criteria to find your products
  • F12 [Accept Details] to create the initial list

To Add more or Remove some items

  • F2 [Edit List]
    • Edit list, search/scanning each item individually into the list or remove items from the bulk edit list using F10 Del Item.
    • Add more items to the list in bulk using different selection criteria
    • Remove items from the list in bulk using different selection criteria

Once all the required products are selected

  • Press F5 [Set P1 Opts]
  • A [Append to Note]- to add your common text/phrase to the end of the products existing note. 
  • Type <comma><spacebar> and type in any word e.g. “, Reporting17March”
  • F12 [Accept Details] twice then Y [Yes] to the change products prompt

Reporting

Now you can run the required report using the selection criteria Notes match.

In the Notes match field type in the EXACT text/phrase you used when setting the products up to be searched (i.e. “Reporting17March”).