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Manage Families

Back Office - How To

This outlines How To Manage Families in Back Office.

 

How To?      ▲ ▼

 

How To Add A Family?      ▲ ▼

In Back Office, do as follows:

  • Access the Families option in the Products menu.
  • Select the New option.
  • This will add a new row to the grid of the FAMILIES section on the left-hand side of the screen. The new row will automatically be given and ID and a default description of New Family NN, where NN is the ID.
  • Select the Description field and enter an appropriate description. For example, Alcoholic Beverages.
  • Tab out of the field and select the Save option to save the changes.

 

How To Assign Products To A Family?      ▲ ▼

In Back Office, do as follows:

  • Access the Families option in the Products menu.
  • Ensure the Family to which items/products are to be assigned to, is selected in the grid of the FAMILIES panel on the left-hand side of the screen. For example, select the newly added Family, Alcoholic Beverages.
  • In the Available Products section, limit the number of items/products displayed in the grid to those that will be assigned to the newly added Family, Alcoholic Beverages. This can be done by making use of the filters and find fields options available above the grid.
  • Using the Buttons (+,-,> and <), move/select the items/products to be assigned to the newly added Family, Alcoholic Beverages, to the Products In section on the right hand side of the screen.
  • Select the Save option to save the changes.

 

How To Delete A Family?      ▲ ▼

In Back Office, do as follows:

  • Access the Families option in the Products menu.
  • Ensure the Family to be deleted, is selected in the grid of the FAMILIES panel on the left-hand side of the screen. For example, select the Family, Alcoholic Beverages.
  • Select the Delete option to save the changes.
  • At the confirmation prompt, select Yes to confirm the deletion of the selected Family.
  • The selected row will be removed from the grid of the FAMILIES panel on the left-hand side of the screen.

 

How To GET STARTED?      ▲ ▼

  • Review About and ensure the steps outlined HERE are addressed.

 

How To Unassign Products From A Family?      ▲ ▼

In Back Office, do as follows:

  • Access the Families menu option in the Products menu.
  • Ensure the Family to which items/products are to be unassigned from, is selected in the grid of the FAMILIES panel on the left-hand side of the screen. For example, select the newly added Family, Alcoholic Beverages.
  • In the Products In section on the right-hand side of the screen, limit the number of items/products displayed in the grid to those that will be unassigned from the newly added Family, Alcoholic Beverages. This can be done by making use of the filters and find fields options available above the grid.
  • Using the options (+, -, > and <), move/select the items/products to be unassigned from the newly added Family, Alcoholic Beverages, to the Available Products section.
  • Select the Save option to save the changes.

 

End of article      ▲