Skip to main content
Conga Support

Products Link

The Products link in a Contract Profile is used to display a Products browse screen, which stores all the products that are covered by a contract.

To access the Products browse screen, open a Contract Profile, and scroll to the Links section of the screen.

A

Products link

Click to display the Products browse screen. The link is appended by a number, indicating the number of product records stored in the profile.

B

Product records

View the list of products that have been added to Contract Profile.

Note: To view additional information for a product, click on the product record to display its Product Profile. From the profile, you can also edit product information and delete the product.

C

Sort option

If you want to change the sort order of the data in a column, click on the column heading to toggle the sort order.

D

Column Display option

If you want to filter the display of information in a screen, click on the arrow image468.png icon to the right of any column to display the Sort/Column menu, and select Columns to display a list of available fields. Select the fields you want displayed in the browse screen by clicking in the check box to the left of the field.

Note: It is recommended that you leave the Product Classification field displayed in the browse screen.

E

Reorder and Resize Columns

  • To resize a column, mouse over the right or left border of the header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • To move a column to a different location in the browse screen, click on the column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the icon displays during the move.

F

New Product button

Click to add a product to the product grid.

G

Edit Product Grid button

Click to display a screen that allows you manage the products stored in the Product Grid.

Note: The Product Grid allows you to edit (or delete) more than one product from a single location. The grid is a convenient alternative to editing (or deleting) products individually from their Product Profiles.

H

Product fields

To edit the Product Name, Description, Unit of Measure, Quantity, Unit Price, and Product Number fields, click in the field to activate it, and type over the existing text.

I

Product Classification list

To change the product classification, click on the list arrow to display the Product Classifications window. Remove the existing product classification from the Classifications list box, locate the correct product classification, and click on it to select it. Click the Submit button to change the classification and close the window.

Note: It is recommended that you use the Search option since the Product Classification list is lengthy.

  • Was this article helpful?