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Adding a Product to the Grid

You can add a product to a Contract Profile using the Product Grid, or from the Products browse screen. The benefit of adding a product via the Product Grid is that the information for all other products is readily visible to ensure duplicate products are not added.

  If you add a product to the Grid, the new product is also added to the Products browse screen. Similarly, you can add a product to the grid via the Products browse screen.

A product is added to the Product Grid from the Products browse screen in a Contract Profile.

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A

Products link

Click to display the Products browse screen.

B

Edit Product Grid button

Click to display the Product Grid.

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C

Product Name field

Enter the name of the product.

D

Product Description field

Provide a description of the product.

E

Product Unit of Measure list

Make a selection in the list that most accurately quantifies the way in which the product is measured.

     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.

F

Product Quantity field

Enter the quantity of the product.

G

Product Price field

Enter the price of the product. Do not enter a $ sign.

H

Product Number field

Provide the number assigned to the product. This can be either the manufacturer's product number or the number assigned to the product by your company.

I

Product Classification list

Click the list arrow to display a Product Classifications window with a searchable list of standardized products and services. The products in the window are classified using a five digit code (e.g., 915-06) where the first three numbers are assigned to a broader category of products and the last two numbers are assigned to a subcategory.

J

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 the icon.

Note: You can reverse the sort order of the product codes by clicking on the Classification Code heading, and reverse the alphabetical listing of the product classes by clicking on the Classification Name heading.

K

Product Classification record

Click on the 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.

L

Submit button

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

M

Save button

Click to add the product to the grid.

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