Products Order By
You can manage how your products are displayed on your orders, documents and Showroom. You can specify whether you want them displayed by
- Product name
- Product identifier, or
- Manually control what is displayed 1st, 2nd or 3rd (e.g. by what is the most popular).
To access this feature, go to Settings>Products setup from the drop down menu on the top right of your screen.
As you can see from the above, you are presented with three options indicated by the grey radial buttons plus a "Group by Category" check box. The combination of these are described in this Article.
Select the Product Name radial button if you would like your reports and other documents sorted in alphabetical order by the name of the product (e.g. "Stitchex Caps", "Stitchex T-Shirts, "Swim Suits") as illustrated below.
Product Identifier works the same way as Product Name except that it uses the product identifier you used when you setup the products and sorts them numerically by Product Identifier (e.g. B002, B003, B004, etc.) instead of alphabetically.
Group By Category
Use Group By Category with Product Name, Product Identifier or Manual to further manage how your documents are displayed. In the example below of the same order, Figure A shows purely a consecutive sorting by Product Identifier (e.g. B002, B003, B004, etc.). Figure B shows an example where "Group By Category" is also enabled (checked). The Group By Category lists all "caps" together, then lists them in sequence by Product Identifier. Then, lists all T-shirts together, then list them by Product Identifier.
Manual Display Order
The Manual Display Order allows you to drag and drop the products in the sequence in which you want them displayed. If you switch to a Product Identifier or Product Name display later, the system will remember the "Manual Display Order" you setup later if you decide you want to switch back. To "drag and drop" your Manual Display Order, perform the following:
- Navigate to Products from the main vertical left menu.
- Select the cogwheel (gear) drop down menu in the top right corner.
- Select "Edit manual order".
The next screen displays your products in which they will be displayed to your customers on your eCommerce store. To rearrange them:
- Left click on the product you want to move
- While holding the left mouse button, "drag" it to the place you want to move it
- When your cursor is where you want your product, release your left mouse button.
As you can see below, these products could be listed in a random order as you specify (not by name, category or identifier.)