The Products Service (part of the Product Setup and Maintenance application) contains the following view types:
- List Views (See Below)
- Chart Views (Page 182)
- Calendar Views (Page 188)
List Views
The following list views are contained within the Products service:
- All Products (Page 176)
- Currently Sold (Page 176)
- Inventory Items (Page 177)
- Kit Products (Page 177)
- Meetings (Page 178)
- Membership Items (Page 178)
- Product Lookup (Page 179)
- Products and Sub-Product (Page 180)
- Publications (Page 180)
- Subscription Items (Page 181)
All Products
All Products View
The All Products list view displays all products currently in the system, including the Product's prices as a view hierarchy.
Currently Sold
Currently Sold View
The Currently Sold list view displays all products currently available for sale based on the Products Currently Sold check box.
Inventory Items
Inventory Items View
The Inventory Items list view is a drill-down view of all products that require fulfillment. The view displays Product Inventory Ledger details for each product as a view hierarchy.
Kit Products
Kit Products View
The Kit Products view displays all products that use Kit Product or Product Grouping as the Kit Type.
Meetings
Meetings View
The Meetings list view displays all meetings products in the Products service.
Membership Items
Membership Items View
The Membership Items list view displays all membership dues products in the Products service.
Product Lookup
The Product Lookup view is a prompted view for a lookup of Products by Product Name, Product Code or Product Type.
Prompt Dialog for the Product Lookup View
Once the appropriate information has been entered into the prompted view, clicking the OK button loads the view.
Product Lookup View
Products and Sub-Product
Products and Sub-Products View
The Products and Sub-Product list view displays products that have one or more sub-products in the Products service. The sub-products are also displayed as a view hierarchy.
Publications
Publication Products View
The Publications list view displays all Publication products in the Products service. The view includes a hierarchy that displays Publication details.
Subscription Items
Subscription Items View
The Subscription Items list view displays all subscription products currently in the Products service. This view excludes membership dues products.
Chart Views
The Products service contains the following chart views:
- Count By Category (See Below)
- Count By Category/Type (Page 183)
- Count By Committee (Page 184)
- Count By Organization (Page 184)
- Count By Root Category (Page 185)
- Count By Type (Page 185)
- Inventory Chart (Page 186)
- Product Inventory Chart (Page 187)
- Shipment Volume (Page 187)
Count By Category
Count By Category View
The Count By Category 3-D pie chart displays the relative percentage of products within each category compared with the total number of records in the Products service.
Count By Category/Type
Count By Category View
The Count By Category/Type view is a doughnut chart that displays the number of products within each product type and within each category for that type.
Count By Committee
Count By Committee View
The Count By Committee chart view is a 3-D pie chart that displays the number of products linked to a committee.
Count By Organization
Count By Organization View
The Count By Organization chart view is a column chart that displays the number of products linked to each organization in the system.
Count By Root Category
Count By Root Category View
The Count By Root Category chart view is a 3-D pie chart that displays the number of products in each Root Category level.
Count By Type
Count By Type View
The Count By Type chart view is a 3-D pie chart that displays the number of products for each product type.
Inventory Chart
Inventory Chart View
The Inventory column chart displays the inventory on hand for each product category.
Product Inventory Chart
Product Inventory Chart View
The Product Inventory Chart view is a bar chart that displays the inventory on hand for each product.
Shipment Volume
Shipment Volume View
The Shipment Volume chart view is a column chart that displays the number of units that have shipped in each product category to date.
Calendar Views
The following calendars are contained within the Products service:
- Product Availability Calendar (See Below)
- Revenue Recognition Dates (Page 189)
Product Availability Calendar
Product Availability Calendar View
The Product Availability Calendar view displays products and the dates that they become available. This view excludes meeting products.
Note that this calendar only displays products that have a specific date range for availability.
Revenue Recognition Dates
Revenue Recognition Dates Calendar View
The Revenue Recognition Dates calendar view shows revenue recognition dates for products that use a recognition date in the future or use deferred income.