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Edit or retire a catalog entry

This flow describes how to change the details of a product catalog entry, and how to retire an entry that your facility no longer uses. Pre-requisites - Someone added the catalog entry to the product catalog of your facility. - You have the…

3.1 · versioned documentation · 2 min read

Overview

This flow describes how to change the details of a product catalog entry, and how to retire an entry that your facility no longer uses.

Pre-requisites

Permissions

Permission Access
Can Create Product Knowledge on Facility Lets you create and edit product catalog entries at the facility.

Facility Admin and Admin have this permission.

Steps

1. Open the product catalog

  1. Go to the facility.
  2. Click Settings.
  3. Click Product Knowledge.

2. Open the catalog entry

  1. Find the entry that you want to change.
  2. Click the entry to open it.

3. Edit the details

  1. Click Edit.
  2. Change the fields that you want to update.
Components What it captures
Name The name of the product.
Slug The short reference for the product.
Product Type The type of the product.
Category The category of the product.
Code The code of the product.
Base Unit The unit that MANSOQ uses to count the product.
Status The current state of the catalog entry.
Alternate Identifier An additional identifier for the product.
Alternate names Other names for the same product.
Storage guidelines The storage instructions for the product.

Note: Which fields are mandatory depends on your deployment's configuration.

4. Save the changes

  1. Save the entry.

5. Retire the entry

MANSOQ does not remove a catalog entry. If you no longer use a product, retire the entry.

  1. Open the catalog entry.
  2. Click Delete.
  3. MANSOQ sets the Status of the entry to Retired.

Expected Outcome

Related

Concepts:

Flows:

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.