Products is the module for your product catalogue: the products themselves, the price groups you offer to customers, and the attribute definitions you track against products.
What you can do
- Create and maintain product records, attach vendors to a product, and upload product images and certificates. See Products.
- Set up group pricing for products and link customers to a price group. See Price Groups.
- Define product attributes and enter their values against individual products. See Attributes.
- Keep a list of product brands and see which products use each one. See Brands.
Access and permissions
You need a signed-in OCTO Ops account with a verified email address, an active membership in the selected organization, and the Products module enabled for that organization.
Products is governed by permission groups with four submodules — Products, Price groups, Attributes and Brands. Products, Price groups and Attributes each offer View (all / own), Create and Edit (all / own). Brands also offers Delete (all / own), because it is the only one with a delete screen. "Own" means records you created. Owners and Admins have every permission. Product lists used as pickers in other modules (quotations, orders, purchasing) show every product.
Recommended setup sequence
- Set up your Brands so they are ready to link to products.
- Define your Attributes first, if you want to track them, so they're available to value when you create or edit a product.
- Create your Products.
- Attach vendors to a product from its profile, once your Vendors exist in Purchasing.
- Set up Price Groups once you have products to price, and link customers to them.
Current limitations
- There is no screen for managing product categories. A category can be picked on the product form, but there's nowhere in the application to create or edit one.
- No status options are set up for products, so the Status column and field are normally decorative.
- Products, Price groups and Attributes have no Delete control; only Brands can be deleted.