Presage/User Guide/Product Management Screen - Revision history

Gevans: /* Products/Ingredients Tab */

2016-05-12T19:09:38Z

Products/Ingredients Tab

← Older revision		Revision as of 14:09, 12 May 2016
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	Click Apply to save your changes.		Click Apply to save your changes.


			[[File:PresageProductSpecifications.png\|center\|800px]]

	==Suppliers Tab==		==Suppliers Tab==

Gevans: /* Products/Ingredients Tab */

2016-05-12T19:08:49Z

Products/Ingredients Tab

← Older revision		Revision as of 14:08, 12 May 2016
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	7. Click '''Apply'''.		7. Click '''Apply'''.

			===Specifications Tab===

			In the Specifications tab, you can view and edit specifications tied to a product. Specifications are choices or thresholds set up for analysis options.

			Existing specifications will be listed with the Analysis name, the Option, Plant (if applicable), and then threshold information, such as "Unacceptable when Above 2" or "Acceptable when 'Pass'". Editing specifications works the same as it does in the [[Presage/User_Guide/How_to:#How_to_set_up_a_threshold.\|Analysis Management Screen]].

			To create a new specification, simply select the Analyis and Option, then enter the threshold constraints as you would in the [[Presage/User_Guide/How_to:#How_to_set_up_a_threshold.\|Analysis Management Screen]].

			To remove a specification, click the red X to the right of the table. This will delete the specification entirely from your database.

			Click Apply to save your changes.

	==Suppliers Tab==		==Suppliers Tab==

Gevans: /* Product Management Screen */

2016-05-12T17:26:49Z

Product Management Screen

← Older revision		Revision as of 12:26, 12 May 2016
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	==Suppliers Tab==		==Suppliers Tab==

	Under the Suppliers tab, you can store contact information about your suppliers, associated ingredients to a supplier, and store attachments.		Under the Suppliers tab, you can store contact information about your suppliers, associated ingredients to a supplier, and store attachments. Click Add to add a new supplier; to remove a supplier, select them in the Supplier list, then click Delete.

	===Supplier Detail===		===Supplier Detail===

	To view information about a specific supplier, select them from the Supplier List (1). The Supplier Detail tab allows you specify if this supplier is used at your plant (2), or if they are an active supplier (3). You can also fill out contact information, such as address, contact name, email, and so on (4).		To view information about a specific supplier, select them from the Supplier List (1). The Supplier Detail tab allows you specify if this supplier is used at your plant (2), or if they are an active supplier (3). You can also fill out contact information, such as address, contact name, email, and so on (4).


			[[File:PresageSupplierDetail.png\|center\|800px]]

Gevans: /* Suppliers Tab */

2016-05-12T17:16:16Z

Suppliers Tab

@@ Line 102: / Line 102: @@
 ==Suppliers Tab==
-You can use the Suppliers tab to manage supplier information.
+Under the Suppliers tab, you can store contact information about your suppliers, associated ingredients to a supplier, and store attachments.
 ==Recipes Tab==

Gevans at 16:31, 12 May 2016

2016-05-12T16:31:12Z

← Older revision		Revision as of 11:31, 12 May 2016
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	==Product Management Screen==		=Product Management Screen=

	=Products/Ingredients Tab=		==Products/Ingredients Tab==


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	==How to add a product.==		===How to add a product.===

	1. Click on '''Product Management''' under the ''Main Menu''.		1. Click on '''Product Management''' under the ''Main Menu''.
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	==How to delete a product.==		===How to delete a product.===

	1. Click on '''Product Management''' under the ''Main Menu''.		1. Click on '''Product Management''' under the ''Main Menu''.
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	==How to inactivate a product.==		===How to inactivate a product.===

	1. Click on '''Product Management''' under the ''Main Menu''.		1. Click on '''Product Management''' under the ''Main Menu''.
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	==How to assign a product to a plant.==		===How to assign a product to a plant.===

	1. Click on '''Product Management''' under the ''Main Menu''.		1. Click on '''Product Management''' under the ''Main Menu''.
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	5. Click '''Apply'''.		5. Click '''Apply'''.

	==How to attach an image to a product.==		===How to attach an image to a product.===

	1. Click on '''Product Management''' under the ''Main Menu''.		1. Click on '''Product Management''' under the ''Main Menu''.
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	7. Click '''Apply'''.		7. Click '''Apply'''.

	=Recipes Tab=
			==Suppliers Tab==

			You can use the Suppliers tab to manage supplier information.

			==Recipes Tab==

Uislamova: Created page with "==Product Management Screen== =Products/Ingredients Tab= Product Management is where ingredients and products can be managed. In this screen, users can keep an up-to-date glo..."

2015-10-26T17:13:54Z

Created page with "==Product Management Screen== =Products/Ingredients Tab= Product Management is where ingredients and products can be managed. In this screen, users can keep an up-to-date glo..."

New page

==Product Management Screen==

=Products/Ingredients Tab=

Product Management is where ingredients and products can be managed. In this screen, users can keep an up-to-date global list of products and assign and remove products and ingredients to and from each plant.

Click ''Show Products'' for the Product list. Click ''Show Ingredients'' for the Ingredient list.

[[File:PresageProductMngt.png|center]]

Click on the link below to watch a VIDEO TUTORIAL for Products/Ingredients Tab.

[http://www.youtube.com/watch?v=8eo_ybiuNhc/ Add and Edit Products and Ingredients]

==How to add a product.==

1. Click on '''Product Management''' under the ''Main Menu''.

2. Select the appropriate plant from the ''Plant:'' drop-down menu.

3. Click an existing line in the ''Product List''.

4. Click the down-arrow next to the '''Add...''' button.

5. Select an appropriate position for the new product: above, next to, or below.

6. A new selected line appears in the list. Fill in the appropriate fields: ''Name'', ''Category'', ''Description'', and make sure to check the appropriate boxes: ''Product is in use at the plant'' and ''Active Product''.

7. Click '''Apply'''.

==How to delete a product.==

1. Click on '''Product Management''' under the ''Main Menu''.

2. Select the appropriate plant from the ''Plant:'' drop-down menu.

3. Click an existing line in the ''Product List''.

4. Click '''Delete'''.

Note: Deleting a product means all data attached to it will also be deleted from the historical samples. An alternative is to ''inactivate'' the product.

5. A pop-up appears warning about the above note. Click '''OK'''.

6. Click '''Apply'''.

==How to inactivate a product.==

1. Click on '''Product Management''' under the ''Main Menu''.

2. Select the appropriate plant from the ''Plant:'' drop-down menu.

3. Click an existing line in the ''Product List''.

4. Uncheck the box next to ''Active Product''.

5. Click '''Apply.'''

Note: To see this inactivated products, check the box next to ''Show inactive products'' directly below the ''Products'' tab.

==How to assign a product to a plant.==

1. Click on '''Product Management''' under the ''Main Menu''.

2. Select the appropriate plant from the ''Plant:'' drop-down menu.

3. Click an existing line in the ''Product List''.

4. Check the box next to ''Product is in use at plant "X"''.

5. Click '''Apply'''.

==How to attach an image to a product.==

1. Click on '''Product Management''' under the ''Main Menu''.

2. Select the appropriate plant from the ''Plant:'' drop-down menu.

3. Click an existing line in the ''Product List''.

4. Click on the '''Attachments''' tab.

5. Click '''Add'''.

6. Select an image and click '''Open''' on the pop-up.

7. Click '''Apply'''.

=Recipes Tab=

Recipes are managed in this tab. Recipes screen is designed similar to the Analysis Management screen.

[[File:PresageRecipes1.7.png|center]]

Enter the recipe name under '''Name''' in the left box.

Check '''Global''' if this recipe is used in more than one plant.

Enter the '''Category''' to group the recipes. You will be able to filter by the Category in the Sampling History screen.

Ingredients measurements are based on the '''Batch Volume'''. In the Work Order screen, ingredient measures will be automatically calculated based on the Production Volume entered.

'''Product Created''' give the drop-down of the products from the Products list in the previous tab to select from.

Use '''Instructions''' field to enter notes.

Move on to the box to the right '''Ingredients/Directions'''.

Type in the ingredients OR select ingredients from the drop-down box in each row and use the first column for general steps.

'''Ingredient Volume''' is based on the '''Batch Volume'''.

Enter the '''Units'''.

Select '''Ingredients''' from the drop-down list if they are listed in the Ingredients list.

Select the '''Value Type'''. In the Work Order screen, there will be a column where users can enter the exact values as a verification step.

Move on to the box on the bottom.

Similar to Analysis Management, this is where thresholds are set up.

In the Work Order screen, click on the tab '''Production'''.

[[File:PresageWorkOrderProduction.png|center]]

Click '''Add''' to add a new recipe to a work order.

Enter the '''Production Volume''', remember this is associated with 'Batch Volume'. For example, if the Batch Volume is 1, and Production Volume is 1.5. Then all ingredient quantities will be multiplied by 1.5 to give the correct measures for the volume user is working with.

In ''Value'' column, users can enter the actual quantities they are using and be able to compare to the ideal quantities configured in the Recipes screen.

Click on the link below to watch a VIDEO TUTORIAL of the Recipe Screen.

[http://www.youtube.com/watch?v=-_YKTAfVzhw/ Create Recipe Tutorial]