There are several actions you can perform in a Product. We will take a closer look at them in this article.
To see all the options, go to the detailed Product card » three dots.
Duplicate
As the name implies, you use duplicate to create another, identical Product in Raynet. This is useful if, for example, you need to create a group of Products with very similar parameters.
The Name, Validity, Price details, Description and Custom fields are duplicated.
You only need to add the Product Code. After creating a Product, you can add a new Image and Attachments.
Change code
This option may be useful if you need to change your Product code. It always has to be unique.
Export record (PDF)
Tlačítko Exportovat slouží pro uložení karty Produktu ve formátu PDF.
Security
Clicking the Security button will pull up a window with system information about the Product. It tells you who and when created it and last modified it. You can also check which of your users have permission to see this record.
Refresh record
Refreshing a Product can be useful when you have started editing data on the detailed card and you need to get everything back to the original state. After clicking the Refresh button, the Product will return to the state it was in before you started editing it.
If several users are working with a Product at the same time, refreshing the record will show the current state of the record with the changes made and saved by another user in the meantime.
Invalidate
By selecting the Invalidate option, the Product record will no longer be visible in the list of Products and will not be available when creating product calculations for Deals, Quotes, etc. To be able to see invalidated Products in the list view, you first have to pin the Validity filter. Click the button with the pencil icon » Add more filters » Validity. Then click this button and select whether you want to display only invalid Products or all Products including invalid ones. Invalid records are distinguished from other records by being greyed out.
Delete
It will be possible to delete the product if it is not added to any Deals.
Otherwise, you will get a message that the record cannot be deleted and you will need to remove all links to the Product first.