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See also: Add New Products - Edit Existing Products
The Product Edit window provides a number of fields that you may optionally store data in. The only required field on this window is the Description field. However, you will want to fill in other fields like price, and stock if applicable.
First, let us look at the Command List bar.
Button | Action |
---|---|
Save | Whenever you edit or add a product you want to be sure to save your changes! |
Delete | Deleting a product totally removes the product record from the database. This does not affect previously created invoices. |
Sync Cost | By default, the product cost of an invoice item is set to the cost value of that product when you create an invoice, and the total cost of the invoice is calculated based on that cost. However, you can use this button to update all invoice items related to the product and to set their cost value to the product's current cost. |
Category | This button displays the Product Category window where you can add, edit, and delete product categories. |
Report | This button displays the Reports window where you can create new reports. |
Refresh | Reload data from the database. This command is used basically in a network environment where multiple users open the same database. You can use this button to refresh data modified by other uses. |
Below is a description of some important fields on the Product Edit window.
Field Name | Description |
---|---|
Category | The category field helps you organize products. Click the Product Category button on the Command List bar to manage categories. |
Product ID | The ID value uniquely identifies a product. This value is generated automatically if left blank. |
Description | The product's description is the only required information you must enter. It is a free-form text field. |
Status | Potential values are Active and Inactive. Only active products will be displayed when you click the Select Product icon button on the Invoice worksheet. |
Is a service | Check this box If you do not maintain a physical inventory for the product. |
PDF Book
Documents
- 1Quick Start Tutorial
- 2How Invoice Manager for Excel Works
- 3Before Using a Template
- 4Template File Format
- 5Install and Upgrade
- 6Settings: Template
- 7Settings: Taxes
- 8Settings: Misc. Data
- 9Settings: Database
- 10Settings: In-cell Lookup
- 11Settings: Print
- 12Settings: Extract / Email
- 13.Customers
- 13.1Add New Customers
- 13.2Edit Existing Customers
- 13.3Customer Detail
- 14.Products
- 14.1Add New Products
- 14.2Edit Existing Products
- 14.3Product Detail
- 15.Invoices
- 15.1Create New Invoices
- 15.2Edit Existing Invoices
- 15.3Invoice Detail
- 16.Payments
- 16.1Add New Payments
- 16.2Edit Existing Payments
- 16.3Payment Detail
- 16.4Batch Payment
- 17Reports
- 18.Common Tasks
- 18.1Search Bar
- 18.2Data List Window
- 18.3Share Database
- 18.4Migrate Access Database to SQL Server
- 18.5Email Reports
- 18.6Share Files Using OneDrive
- 18.7Add-ins Appear in Excel
- 18.8Customize Invoice Template
- 18.9Custom Fields
- 18.10Advanced Database Customization
- 18.11Import External Data
- 18.12Share Database
- 18.13Install and Upgrade
- 18.14Migrate Access Database to SQL Server
- 18.15Share Files Using OneDrive
- 18.16Backup Scheduler
- 18.17Set Number of Lines
- 18.18Frequently Asked Questions
- 19License Key
- 20Cell Name Reference
- 21License Agreement