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Conga Support

Editing Product Information

You can easily edit the information captured for a product to update pricing, quantities, descriptions, and product names and numbers.

A product's information is edited from the Product Profile, which is accessed from the Products browse screen in a Contract Profile.

  You can also edit a product from the Product Grid.

A

Products link

Click to display the Products browse screen.

B

Product records

Locate the product whose information you want to update, and click on its product record to display the Product Profile screen.

C

Edit button

Click to display the Product Profile in edit mode.

D

Product Name field

If you want to edit the name of the product, type over (or augment) the existing text.

E

Product Description field

If you want to update the product's description, type over (or augment) the existing text.

Note: If the text you enter exceeds the viewing area of the field, click the Expand link to display a window that will allow you to view the text in its entirety.

F

Product Quantity field

If you want to change the quantity of the product, type over the existing quantity. You can also use the arrows to increase or decrease the quantity.

G

Product Price field

If you want to change the price of the product, type over the existing price. Do not enter a $ sign.

H

Product Unit of Measure list

If you want to change the product's unit of measure, make a different selection in the list.

Important: If the unit of measure you need is not in the list, type the new measurement unit directly into the field to add it to the list.

I

Product Number field

If you want to change the product number, type over (or augment) the existing text.

J

Product Classification list

If you want to change the product's classification, click on the list arrow to display a Product Classifications window with a searchable list of standardized products and services.

K

Search option

To quickly locate a product, type the product name (or part of the name) in the Search field, and click the icon. To clear the filter, click on the icon.

L

Product Classification record

Click on the new product record to select it. The Classification list box is populated with your selection. To clear a product from the list box, click on its icon.

M

Submit button

Click to select the new product classification, and close the window. The Product Classifications field is populated with your new selection.

N

Save button

Click to edit the product's information.

 

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