Product Types

Overview

The Product Types management tool is used to define products and assign its Product Category (see Refer 1 below), Production Phase product code, and the products measurement Unit Type (see Refer 2) along with all its specifications. While these values are used throughout Concrete Vision, they are particularly important for defining Production Cross Sections (see Refer 3). When using the Production Bed Setups (see Refer 4) management tool, these Production Cross Sections allow defining which product can be produced on which Production Bed.

Refer 1: Product Category: https://helpdesk.concretevision.com/a/solutions/articles/11000123202

Refer 2: Unit Type: https://helpdesk.concretevision.com/a/solutions/articles/11000114563

Refer 3: Product Cross Section: https://helpdesk.concretevision.com/a/solutions/articles/11000123206

Refer 4: Production Bed Setup: https://helpdesk.concretevision.com/a/solutions/articles/11000122629

Accessing Product Types

To access the Product Types screen, use the Configuration tab on the main menu at the top of the screen, then click on Product Types (see Figure 1).  

Figure 1

Figure 2

Sorting and filtering the Product Types

1. Click any of the headings (Blue box, Figure 2) to change the sort by that headings category.
2. Click the same heading again to change the sort by function to be Descending instead of the default Ascending.
3. To filter the results, click the Filter icon next to the heading category (Blue box, Figure 2) to open the filtering options box.

Managing the Product Types

Adding a new Product Type:

Using the [+ Add new record] (Orange box, Figure 2) button at the top will open the Add New modal window (see Figure 3) 

Figure 3

• Select the Category Name for the new Product Type.  (Required)
• Enter the Product Code for the new Product Type. (Required, Unique. Max length 10)
• Enter the Small Description for the new Product Type. (Required, Unique. Max length 50)
• Enter the Description for the new Product Type. (Required, Unique. Max length 100)
• Enter a Design Mark Prefix (Optional. Max length 50)
• Enter a Prd Code for Phases (Optional, Unique. Max length 50)
• Enter any/all other needed product dimensions and specifications.
  
• Set the new Product Type as Active or Inactive.
• Click on the [ √ update ] (Green box, Figure 3) to add the new Product Type.

Editing a current Product Type

• Modify the Category Name for the new Product Type.  (Required)
• Modify the Product Code for the new Product Type. (Required. Max length 10)
• Modify the Small Description for the new Product Type. (Required, Unique. Max length 50)
• Modify the Description for the new Product Type. (Required, Unique. Max length 100)
• Modify a Design Mark Prefix (Optional. Max length 50)
• Modify a Prd Code for Phases (Optional, Unique. Max length 50)
• Modify any/all other needed product dimensions and specifications.
  
• Edit the Active status, can turn Product Type record Inactive.
• Click the Save button to save the changes made to the record. (Green box in Figure 4)

Figure 4

Deleting a Product Type    

Note: Product types that are in use cannot be deleted.

Recommendation: Please consider making the Product Type not-active instead of deleting.

• Click on the [ X ] delete button (Red box in Figure 2) to the left of the corresponding Product Type.
• This will open a confirmation window where you will be asked "Are you sure you want to delete this record?" click [OK] to allow the deletion. (Figure 5)

Figure 5