Appearance
Update product and grade details
When to use it
Use this guide when you need to update product and grade details.
Before you start
- Open Products from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The selected product and grade details are updated.
Product, grade, unit and availability settings affect how staff find, price and enter stock or orders for that item.
Steps
- Find the product in Inventory → Products and choose Edit or Edit Product Details.
- Select the relevant grade and update its descriptions, SKU (the code for a particular product, grade, and unit), lead time, shelf life, reorder details, storage limit, and images as needed.
- Save each edited section and check the resulting grade summary.
Screenshot to add: Products: update product and grade details. Capture filename: images/update-product-and-grade-details.png.
Restrictions
Different sections can require different access, including product details, stock details, and grade activation. Do not assume that opening the form allows every field to be changed.
If something went wrong
After an unclear section save, reopen the intended product and grade and compare the edited fields before saving again. Each section must be saved through its own control.
For incorrect saved descriptions, code, stock settings or images, correct that section and save it. If a wrong code, grade or setting was already used for orders or stock work, give Inventory the affected references; editing the product description does not correct those records.
Check the correction
Check the saved grade summary and each changed field. Review existing orders and stock entries that used the incorrect setup separately.