Who is this article for?

Users who are responsible for managing products.

Supplier Manager (SUPMGR) or higher permissions are required.

Product Types are mandatory for the creation of Product records. Product Types follow the same review processes as the Products they contain. This article shows you how to add them to the system and maintain their detail.

1. Accessing Product Types

2. Creating Product Types

3. Amending Product Types

1. Accessing Product Types

To access Product Types:

1. Go to Supplier Manager.
2. Select Supplier Manager.
3. Choose Product Types from the menu on the left.

This will present the Product Types list.

2. Creating Product Types

To create a new Type:

1. Click the New Product Type icon located to the right of the header bar.
   The New Product Type screen will be displayed.

2. Enter a Name for your Type.
3. Provide an optional Description.
4. Tick the Active box to make the Type selectable.
5. If the Owner is different from yourself, select the relevant Owner(s) via the dropdown box.
   The radio buttons below allow you to choose between a single user or a group.
6. Tick Allow Scheduling of Initial Review.
   Leaving this unticked will not allow reviews to be scheduled against this Type.
7. Assign review methods that will cascade down to Products associated with the Type.
8. Click Save.

Unable to modify a greyed out field?
Product Type ID field is unchangeable and defaults to a number in a sequence set by the module.

3. Amending Product Types

To edit an existing Product Type:

1. Select the relevant type from the Product Type list.
   This will reveal the related Product Type details screen
2. Amend any required fields.
3. Click the Save icon to confirm the changes.

Looking for a changelog?
You can view the full history of changes made by selecting the Audit Trail icon in the header bar.