Product Lines

 

Introduction

Product Line allows you to add all Product Lines manufactured by your organization (or an Organization’s Suppliers). Product Line refers to a line of the same parts that have slightly different characteristics (i.e., wheels, markers, cases, acids). Some other names for Product Lines include: Product Types, Item Groups, Product Groups, Commodity Codes, Product Family, etc. Each Part Number configured in the SmartSolve© application must be attached to a Product Line.

 

User Rights

The following Rights must be assigned to a user to manage or view Product Lines:

Rights

Description

PDL_MANAGE

Allows administrator to Add new object, modify existing object, or delete object.

PDL_VIEW

Allows user to access object to View and select.

 

Please see Rights Groups to assign Rights Groups to users.

 
Global vs. Local

·         Global Product Lines will be inherited by all Local Organizations. 

·         Local Product Lines will only be viewed and used within that Local Organization.

 

How to Create Product Lines

1.     From the SmartSolve© tabs select Admin > Setup. From Product select Product Line.

The Product Line list displays.

2.     Select Action > Add from the main menu (or right click).

3.     Enter Code and Name of your Product Line.

4.     Click the Save button.

The new Product Line has now been added to the Product Line list and the Detail of the Product Line displays.

 

Please see Failure Mode Setup

 

Please see the Designer Guide if you wish to modify existing Product Line field controls or add additional field controls

 

Managing Product Line Data

The following options are available within Product Line objects and can be managed accordingly by an administrator:

 

How to Edit Product Lines

1.     From the SmartSolve© tabs select Admin > Setup. From Product select Product Line.

The object list displays.

2.     Click the  icon to switch to Local view (if applicable).

3.     Select the check box of the Product Line to edit, then select Action > Edit from the main menu (or right click).

4.     Edit any information for your Product Line.

5.     Click the Save button.

All changes should now be reflected in the list.

 

How to Delete Product Lines

Product Lines can only be deleted from SmartSolve© if the Product Line has not currently been attached to any SmartSolve© records.

1.     From the SmartSolve© tabs select Admin > Setup. From Product select Product Line.

The object list displays.

2.     Click the  icon to switch to Local view (if applicable).

3.     Select the check box of the Product Line to delete, then select Action > Delete from the main menu (or right click).

4.     Click the Save button.

The object has now been removed from the system.

 

How to Deactivate Product Lines

Please see Managing Setup Deactivation to Deactivate Product Lines.