Product Updates
This module allows us to complete various updates for multiple products at once.
Product Updates allows you to change the following information about products:
- Advice Messages - Print out on drug label e.g extra warning
- Alert Messages - Pop up on dispense screen e.g non-reimbursable - change to private scheme
- Category Information - Update the Category information of a product(s)
- Cost Price Information - Update the cost price e.g change ULM's zero cost
- Dispense Price Points - Different fees and markups e.g higher dispense fee for low cost products
- Order information - Changing Supplier/ Reorder Method etc
- Pack size information - Changing pack size
- Status information - Changing product to active/ discountinued/ inactive
- Stock Levels - changing quantity in stock e.g change all negative quantities to zero
- Step 1: Starting a Product Update
To get started carrying out a Product Update:
- Navigate to the Product Updates module
- Enter a useful Description for the Product Update you want to create e.g. "moving products to the babycare Sales Group"
- Choose the type of Task you wish to carry out
- See the below table showing the different types of Task that are available and what they do:
| Update Type | Description |
|---|---|
| Update advice messages for products | This update will allow you to either Add or Remove specific Advice from products. |
| Update alert messages for products | This update will allow you to either Add or Remove specific Alerts from products. You will also be able to choose which stores within the group receive the update. |
| Update category information for products | This update will allow you to specify the Sales Group for the selected products. You will also be able to choose which stores within the group receive the update. |
| Update cost price information for products | This update will allow you to specify the Cost Price Type and the Cost Price for the selected products. You will also be able to choose which stores within the group receive the update. |
| Update dispense price point for products | This update will allow you to choose which Price Point you wish to update and then specify the Cost Price Type, the Expected Markup, Broken Bulk Fee, Container Charge and Dispense Fee to use for the selected products under the specified Price Point. You will also be able to choose which stores within the group receive the update. |
| Update ordering information for products | This update will allow you to specify the Supplier, Reorder Method, Supplier Reference, Reorder / Replenish Level, Reorder Qty, Min Qty To Order, Expected Bonus Qty and Expected Disc % for the selected products. You will also be able to choose which stores within the group receive the update. |
| Update pack size information for products | This update will allow you to specify the Pack Size, Pack Unit and Case Size for the selected products. You will also be able to choose which stores within the group receive the update. |
| Update status information for products | This update will allow you to specify the Status for the selected products. You will also be able to choose which stores within the group receive the update. |
| Update stock levels for products | This update will allow you to specify the Qty on Hand for the selected products. You will also be able to choose which stores within the group receive the update. |
- Once you have selected your task click
and we can move to Step 2
- Step 2: Choose your Products
Now that you have created your Product Update and specified what type of Task it is you're going to be carrying out, it's time to Choose your Products.
After clicking Create Task you will be brought to the next screen which has a heading of Step 2: Select the products you wish to update....
This screen functions like the Advanced Search module allowing you to apply various filters and criteria to your search to only pull back the products you want.
Use the Filters to find some or all of the products you wish to update:
- To add a filter to your search click
- Once all the filters you wish to apply to your search have been selected, click
Now you will see your search results displayed:
If you only wish to update some of the search results, use the tickboxes to select only the products you wish to update.
- At the bottom of the screen you can click Add selected products
which will add all the products returned from your search to your update task - We can also tick the boxes beside the products we wish to add and then click
at the bottom of the screen
N.B. if at any point you wish to see the list of products that have been selected, you can click View Products in the bottom right of the screen.
Once all the products you wish to update have been selected click the 
button. This will bring us to Step 3.
- Step 3: Apply your changes
Once you have clicked Finished Selection you will be brought to the next screen with a heading of Step 3: Apply the changes to the selected products.
On this page, depending on the type of Task you chose in Step 1 you will find a number of different fields of product information that you can change. Below you will see an example of the fields available with a Task of type Update cost price information for products:
- To apply the update you must first enter a Cost Price Type and a new Cost Price.
- If you leave stores blank it will update all available stores, or you can select specific stores to apply this cost price update too.
- If you need to add more products you can click Add More Products and you will be brought back to Step 2
Once you are happy with the list of products you have selected and the changes you wish to apply simply click Apply Update and the system will run through each product and apply the changes.
You will see a message advising the update was successful once it has completed.
- Save an Update / Use a Saved Update
As soon as you give an update a Description, choose a Task type and click Create Task the update is saved in the system and can be reused in the future.
The system will save the following information:
- Description
- Task Type
- Selected Products
This means the products that you selected the last time you ran the update will automatically be re-selected but the actual changes you entered will NOT be automatically re-entered. This is designed so that you can set up a one-time or frequent task and keep coming back to it instead of having to create new updates each time.
To resume / use a saved Product Update:
- Navigate to the Product Updates module
- Click Click here to resume a previously saved multi-product update session
- You will now see a list of previously created updates
To resume a task, click the pencil icon beside the task you wish to resume. You will now be brought to Step 3 of that task with all of the previously selected products automatically selected again so that you can apply a different set of changes to them. As with a newly created update, you can still add or change the list of products you are updatng by clicking Add more products
Once you are happy with the list of products being updated and the changes you have entered, simply click Apply Update and the system will update your products and show you a message to confirm once it has completed successfully.