Products

This screen will allow you to add/edit products and maintain their inventory.  The list you see upon navigating to the Products screen is your local product list.  These are the items that you have made available for selection on cases.  You are able to add products from the Halcyon Master Product Library, as well as manually entered products.

Manage Suppliers

The manage suppliers button will navigate you to the Supplier Maintenance page, where you can set suppliers to Active or Inactive, you can also add your own suppliers.  Some suppliers are designated with a star icon, this means that they have products in the Halcyon Master Product Library.  

Adding New Products

Click the Add Products button to add products, this will load the Add Products pop up.

The table contains our master library of products from a variety of suppliers. You can search by supplier, category, or subcategory in the drop-downs, or you can type the name or model number into the search bar. To add a product, simply type in your cost and price for that product, and click the Add button. That product will then disappear from the Product Library table and appear in your products.

Only products from suppliers you have set to active will appear. If you were expecting to see products from a certain supplier and they're not appearing, check in the Supplier Maintenance page and make sure that supplier is active.

If you need to add a product that we don't have in our library, simply click the Add Other Product button on the top right and the Add Other Product pop up will appear.

Use the form in this modal to input any product you'd like. For information about the categories and subcategories you have to select from here, check out the Manage Product Subcategories help documentation.

You'll notice three options below the pricing information. If you want the system to keep track of your inventory for you, just mark the switch for "Inventoried?". If you mark the switch for "Use Serial Numbers?" you will be required to enter a serial number for each individual product when you go to inventory it. (Note that the system will automatically deprecate inventory as you assign it. You will have to enter new inventory as it's received on the Product Maintenance page, covered below.) If you mark the switch that says "Show on MPL?" this will include the product on your Merchandise Price List, which you can generate as a form.

Images

Products from our product library automatically save with images, but you can also add images to products that you inputted manually. Simply click the upload image button next to the product's name in the main product table.

Adding Multiple Products

If you wish to add multiple products, select "Add Multiple Products."  This will take you to a different screen.  Here, you will select a Supplier, Product Category, and Subcategory.  You will also select the data fields that you wish to enter.  When finished, select "Create Product Entry Table" and you will see a table like this:

Enter the necessary information, and select "Add Another" to add additional rows to the table.  Once finished, select "Add These Products" to add them to your local product library.  If you wish to add images to these products, this must be done individually from the main products screen.

Product Maintenance

To edit an existing product, simply click on its row in the products table, and you will navigate to the Product Maintenance page.

Click the trash can icon to delete the product. Click the edit icon to edit the product. Click the Add Inventory button to add inventory for a product.

Maintain Inventory

Click the Add Inventory button to add inventory for the product. Enter the quantity to add, the date ordered, and the date received. If you are maintaining serial numbers, enter the serial number(s) for the inventory that you are adding. Click "Save" to complete. To delete a product from your inventory, simply click the trash can icon in its ID row.

Inventory Transfer

If you are configured with multiple locations it is possible to transfer inventory between your linked locations.  Please see the help article on Inventory Transfer for more information.