Products Module (Improved)

The Improved Products Module is a highly detailed, comprehensive system for managing your core inventory items. It handles complex product configurations including sales vs. production sizes, multi-tier pricing, deep categorization, and E-commerce metadata.

1. Accessing the Module

Navigate to Improved Products from the main menu. You can also view a simplified, ungrouped version by clicking the “Show Products Ungrouped” link at the top of the page.

The main interface is split into two primary tabs:

• Products Table: The main dashboard for viewing and managing existing products.
• Import Products: A dedicated utility for bulk uploading product data via CSV.

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2. The Products Table Tab

This tab provides a powerful, sortable, and searchable grid of all your products.

Table Controls & Actions

• Pagination & Visibility: Use the Show Rows dropdown to change how many items appear per page. The Column Visibility button allows you to hide or show specific columns to declutter your view.
• Export Options: Export the current table view to your clipboard via Copy, or download it as CSV or Excel files using the toolbar buttons.
• Global Search: Use the main “Search…” input to quickly find any product across all columns.
• Exact Match Toggle: Located in the footer, enabling “Exact Match Search” forces the system to only show results that perfectly match your search query, rather than partial matches (e.g., searching “Shirt” won’t return “T-Shirt”).

Table Columns & Inline Search

Each column features a dedicated search input in the header/footer for precise filtering:

• Id: The system-generated unique identifier.
• Company: The parent company the product belongs to.
• Name: The product’s main title.
• Sales sizes: Indicates the available variations for outbound sales.
• Production sizes: Indicates the variations tracked for manufacturing/inward processes.
• UserName: The user who created or last modified the entry.
• Action: Row-level action buttons (View, Edit, Delete).

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3. Creating a New Product / Project

Click the + New Product / Project button to open the comprehensive creation modal. This modal is divided into an always-visible header section and several collapsible accordions for advanced configurations.

3.1. Basic Details (Always Visible)

• Company: Select the company this product is registered under.
• Product/Project Type: Define if this is a physical Product or a service/milestone Project.
• Name: The primary name of the item.
• Description: A detailed text area for internal notes or product descriptions.

3.2. Sales Sizes (Accordion)

This section defines the variants you actually sell to customers.

• Sizes Selection: Select sizes from the dropdown. Use the + button to quickly create a new size if it doesn’t exist.
• Pricing Grid: For every size added, a table row appears allowing you to set specific pricing for that exact variant:
  • Rate: Standard selling price.
  • Spl. Rate: Special discounted rate.
  • Agency Rate: B2B or wholesale rate.
  • MRP: Maximum Retail Price.
  • Qty / Box: Default boxing configurations for sales.

3.3. Production Sizes (Accordion)

This section defines the variants used in manufacturing or purchasing, which may differ from how you sell them.

• Sizes Selection & Creation: Select or create production sizes.
• Production Size Group: Group similar sizes together for manufacturing routing.

3.4. Description & Attributes (Accordion)

• Tax & Categorization:
  • HSN: Harmonized System of Nomenclature code for GST calculation. (Use + Add Hsn for new entries).
  • Category, Parent Category, Sub Category: Deep hierarchical grouping.
• Physical Attributes:
  • Unit Type: Defaults to PCS (Pieces), but can be changed to Kgs, Ltrs, etc.
  • Color, Remarks, Note: Free-text fields for visual and internal tracking.
• Discounting Engine:
  • Sales Discount %: Standard percentage off.
  • Special Threshold & Rate: E.g., “If Qty > 100, apply 15% discount”.

3.5. Other Information (Accordion)

• Base Pricing: Global MRP, Special Rate, Agency Rate, and Approx Cost.
• Calculation Logic:
  • Sales Default Calculation: Dictates how the system computes the final price.
  • Calculate With Qty / Subtotal: Toggles for complex volume-based pricing.
• Inventory Parameters:
  • Custom Barcode: Assign a specific external barcode (EAN/UPC).
  • Average Daily Usage & Lead Time: Used for stock forecasting.
  • Safety Stock & Reorder Level: Triggers alerts when inventory drops below these thresholds to prevent stockouts.

3.6. E-Commerce Metadata (Accordion)

• (Note: This section requires the E-Commerce schema to be enabled in other_config. When active, it allows mapping product fields to online storefronts).

3.7. Images (Accordion)

• Upload a primary visual representation of the product using the Choose File input.

Click SAVE 💾 at the bottom of the modal to finalize the product creation.

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4. Bulk Importing Products

If you are migrating from another system or adding hundreds of items at once, use the Import Products tab.

1. Click the Download Sample link to get the exact CSV format required by the system.
2. Fill out the CSV file using spreadsheet software (Excel, Google Sheets). Ensure you do not change the header row names.
3. Drag and drop the saved CSV file into the designated upload zone.
4. Click Import. The system will process the file and populate the Products Table automatically.