Products
Use the Products option to enter Products, which may be assigned to your plan(s) on the Setup > Plans > Plan - Setup tab. Historically, users have utilized this feature to (1) track product sales and (2) identify different Newkirk statements.
Important Note
Once a Product is assigned to a plan, it cannot be deleted.
How to Access this Option
On the Setup menu, point to System, and then click Products. The Products window displays.
How to Add a Product
1.
Click the 
icon.
2. Enter the new Product Code.
3. To continue adding Products, repeat steps 1 and 2.
4.
When you are done, click the 
icon. The following message displays:
Click OK.
How to Delete a Product Code
Note: Once a Product is assigned to a plan, it cannot be deleted.
1. Highlight the Product record you want to delete.
2.
Click the 
icon. The following message displays:
Click Yes to delete it or No to retain it.
3. Click the icon to confirm the deletion. The following
message displays:
Click OK.
4. When you are done, click
the 
icon.
5. If you are deleting more than one Product, repeat steps 1 and 2 for each. When you are done, proceed to steps 3 and 4.
Explanation of Fields
|
Field Name |
Field Description |
Required / Optional |
|
Product Code |
Enter a code that represents the product. |
Required |