Manage Product Lines

Overview

A product line is a group of related products under a single brand sold by the same manufacturer or products having the same type of configurations.

After a successful login, authorized users can select “Product Line” tab from the menu navigation and can configure product line information.  Product lines can be managed view/add/edit/delete. 

Step-by-Step Process

Step 1 – Product Line List

  • The “Product Line List” page is the default landing page
    • It shows the logo of the company you are currently accessing
    • If the user is associated with only one company, this page is accessed directly from the login page
  • From the inner left navigation panel, the user can view the following information:
    • Main Menu Navigation
    • Product Line List
      • The user can see the list of already added product lines with the product line name
      • By clicking on any product line, it navigates user to the ‘View Product Line Details” page  (Refer Step 2)
    • Search Product Line
      • The user can search for a particular product line from the list of already added product lines
      • By entering any keyword, the system can filter the product lines based on the inserted keyword
    • Configure Product Line
      • It navigates user to the “Configure Product Line” page (Refer to the Configure Product / Endpoint instructions)

 Step 2 – View Product Line Details

  • After selecting a specific product line, the user can access the following options at the top of the Product line details page:
    • Search Bar
      • The user can search for a particular product within the selected product line from from the list of already added products
      • By entering any keyword, the system can filter  the products based on the inserted keyword
    • "Add" Button (Refer to Step 3)
      • By selecting this button, the user can add a product line to the product lines listed
      • This navigates the user to the “Add Product Line” page 
    • "Edit" Button (Refer to Step 4)
      • By selecting this button, the user can edit the details the selected product line
      • This navigates the user to the “Edit Product Line” page 
    • "Configure" Button (Refer to the Configure Product / Endpoint instructions)
      • By selecting this button, the user can configure the product line endpoint
      • This navigates the user to the “Product End Points” page
    • "Delete" Button (Refer to Step 5)
      • By selecting this button, the user can delete the selected product line from the product lines listed 
  • User can see the below details for selected product line:
    • "Products" (Default Tab)
      • The user can view the list of products added under the selected product line
    • "Virtual Products" Tab
      • The user can view list of virtual products added under the selected product line
    • "User Fields" Tab
      • The user can view list of user fields added under the selected product line (Refer to Step 5)

 Step 3 – "Add" Product Line

Precondition: Selecting the Add button on the Product Line Details page

  • From the New Product Line page, the user can enter the following details to add new product line:
    • Name
      • This field is required
      • Enter a unique name for the new product line
    • SKU (Stock Keeping Unit)
      • This field is required
      • Enter a unique value for the product SKU
    • Description
      • This field is not required
      • Enter a brief description about the product line
  • Click the “Cancel” button to go back to “View Product Line details” page without saving any information
  • Click the “Save” button to save the new product line information
    • The new product line information is validated after the user clicks the “Save” button
    • If proper values are inserted into all required fields, the following will occur:
      • The system will notify the user with a success message “Product Line Added Successfully”
      • The user is then redirected  to the “View Product Line Details” page. (Refer back to Step 2)
  • The user will be notified with proper error messages in the event of:
    • If the user needs to enter any field level information
       
    • If the user enters a duplicate product line name
       
    • If the user enters a duplicate SKU

Step 4 – Edit Product Line 

Precondition: Selecting the Edit button on the Product Line Details page

  • From the New Product Line page, the user can edit the following details of the product line: 
    • Name: Name of the selected product line
    • Sku: Stock keeping unit
    • Description: Description of the selected product line
  • To save the edited information, the user can select the “Update” button
    • System will validate the updated information and notify user in case of any error (Refer back to Step 3)
  • Selecting the “Cancel” button will navigate the user back to the Product Line Details page without changing any information

Step 5 – Delete Product Line

Precondition: From the Product Line Details page, the user must select the desired product line from the list

  • By selecting the “Delete” button, the user can delete the selected product line
    • A pop-up appears with a confirmation message
      • Click on “Cancel” to go back without deleting the product line
      • By clicking the “OK” button, the user will delete the product line
        • The product line will be deleted from the product line list
        • The system will notify the user with a success message as shown below (“Product Line Deleted Successfully”)
      •  

 

 


 

 



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