The Product List

The Product list is a list that shows all or a selection of products in the Product register. The Product list is used to select which products one wants to look more closely at or used when selecting products that are to be included in quotations, sales orders or purchases.

To speed up the registration of products, you can choose to register the amount directly when picking a product from the list. For this, in the User settings for Products select the checkbox Register amount directly when adding products to a purchase/quotation/order.

How do you change how the product list is sorted?

By default, the Product list is sorted by product number. You can easily change how the list is sorted by clicking on each column’s heading. The list will then be sorted by the selected heading. The selected column is displayed in bold text.

How do you change which products are displayed in the list?

By default, All products (not inactive) will be displayed when the product list is opened. You can select which products you want to be displayed within the product list, from the pull-down list in the top right corner, and in this way limit the number of products displayed. For example, you can choose to only display Campaign products, Stock items, Product bundles, inactive products or a specific product group.

However, if you want to set some permanent display criteria, you can do so via the User settings for the product list. You can simply open it directly from the product list. Here you can select to display e.g. variations or your supplier's product number.

In addition to these settings you can choose for purchases that the product list only display products linked to the supplier selected for that purchase. You find this setting in the User settings for Purchases, tab Functionality.

Tip! You can export a number of lists and tables to Excel via a right-click menu. You can create a filter for a list, then right-click - and have this selection exported to a report, which opens directly in Excel. Please note that the file is a temporary one. If you would like to keep the report, you will need to save it.