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Refer to the following Cheat Sheets for further information:


Accessing Product Maintenance

StepTask

 Watch the YouTube video:

1

Click  then type Product Maintenance.

2Search for & maintain existing products or create new products.


How to create a new Product

StepTask

Watch the YouTube video here: 

1

Click  then type Product Maintenance.

2

Click

3

Add the Product ID* & Barcode* as needed.

*these can be automatically populated by Frameworks.

4Add the Product Type & Product Description.
5

Add the Customer Description as needed.

(info) These are used for shelf & product labels.

6

Add the Product Group & Product Sub Groups as needed.

7Select the relevant UOM.
8

If a timber tally or lm type product & you want to turn on length validation, tick Length Tally and/or tick Length Validation.

9Select whether GST is to be charged on the product in the GST Code field.
10Add the Settlement Discount details, minimum GP% requirements (Min GP% field) & rounding information (Round Decimals To field).
11Add the Standard Cost of the product.
12Add the Gross Profit % or Unit Sell price of the product.
13

Click .


How to create a new product via the 'Copy' function


StepTask
1

Click  then type Product Maintenance.

2Search for the product by typing in relevant search criteria into the Search field, then click the <Enter> key.
3

Select the button on the right-hand side of the product line. This open a 'Copy product' popup box.

4Enter a new unique Product ID, change any other fields as required.
5

Click .


How to maintain a Product

StepTask

Watch the YouTube video here: 



1

Click  then type Product Maintenance.

2

Search for the product by typing in relevant search criteria into the Search field, then click the <Enter> key.

3

Click the relevant Product ID link to update the product.

* these can be automatically populated by Frameworks.

4

Click the relevant section of the product to update it.

This includes Key Details, General Information, Timber / Sheet Information, Alternate Codes, Product Branch information (branch, branch stock & branch pricing information), Product & Volume Discounts & Product Supplier information.

5

Click to update the product detail.

6

Click .


How to delete a Product

StepTask
1

Click  then type Product Maintenance

Note: By default all records are loaded.

2

Search for the product by typing in relevant search criteria into the Search field, then click the <Enter> key.

3

Click .

(info) If stock exists, or there are outstanding quotes or Sales Orders or an active stocktake exists, you are unable to delete the product.

4

Click .


How to Mass Update Products via CSV Import

The import function allows users to export current Product data out of Frameworks via excel, manipulate the data, then re-import via a .csv import option to mass update the Product file.

StepTask
1

Click  then type Product Import

2

Available fields that can be maintained are:

(info) fields are all master level data not supplier level data

Select the field/s you wish to maintain (multi select using Ctrl + click)

3

Tick Download Template Only (No Data) to export just a template with no data (just header row), this will grey out the Product To/From and Product group To/From fields.

Alternatively leave unticked, and select a Product range and/or Product Group range to export.

4Click "Download Template". Frameworks will generate a .csv file with the required data as selected above.
5

To re-import the Product data, click . The File Upload pop up screen will be displayed.

6Select File to upload, then click "Upload"
7

Tick "Report Only" to generate report only of changes without applying updates to the Product file. Otherwise leave unticked to mass update products AND generate a report of the applied changes.

8

Click to run the scheduled task to import the CSV.

9

Once the scheduled task has completed 2 files will be generated for review:

productMainImport.htmlLists all the product lines imported including success status and any errors incurred during the import
errors.csvIs a .csv output of all Product data that failed to load

Any errors will need to be corrected in the .csv file then re-import the .csv file again using the same process as above.