User Manual:Product Tree

From Fishbowl Inventory

User Manual | Materials Module Group | Product Module

[edit] The Product Tree

The Product Tree is located in the Materials Module Group | Product Module. The Product Tree allows you to organize your products into Categories and Subcategories. This is useful in organizing your products and quickly modifying pricing rules to entire categories. For example, let's say you own a bike store. You could create categories such as Bikes, Bike Parts, etc. You can also list one product in multiple groups; therefore you may want to create several types of classification systems if necessary. The Categories and subcategories you create are useful, especially when pricing items. You can quickly apply a special pricing discount or markup for every product listed under a certain category.

Click the Product Tree icon located on the Module Toolbar. The screen that will appear is divided into two basic sections. The left side of the screen is where you create your categories or subcategories to organize your products. The right side of the screen allows you to search and filter your list of products.

[edit] Create a New Category

Fishbowl allows you two ways to create Categories. You may import categories for your Product Tree using a CSV import file, or you may manually enter them into the Client. For detailed instructions on how to import Categories, please see the Product Tree Category Import; or, see below for instructions on how to manually enter categories into the Fishbowl Client.

First select a parent category (likely the default Product category) for your new category to fall under. Then, in the bottom left hand corner of the Product Tree screen, click on Add Category

and enter the name and description of your new category.

To add a subcategory, simply highlight your category and click 'Add Category' again in the left hand corner of the screen. This will create a subcategory beneath the selected main category.

[edit] Adding Products to the Tree

Fishbowl allows you two ways to add products to a category. You may import products for your Product Tree using a CSV import file, or you may manually enter them into the Client. For detailed instructions on how to import products, please see the Product Tree Import; or, see below for instructions on how to manually move products under categories using the Fishbowl Client.

In the Product Tree Screen, highlight the Category with which you wish to associate the product.

On the right side of the Product Tree Screen search for the product you wish to put under your category. You may search by product number, product description, part number, or by an advanced search. Once you have found the product you wish to associate under the category, click the left arrow to move the product to the left side of the screen.

To edit or delete the Product Tree simply highlight the Category, Subcategory, or Product you wish to modify and click the corresponding edit or delete icon located in the left hand corner of the Product Tree Screen. You may also refresh the product tree if you wish by clicking the refresh icon.