Products

Overview:

This function allows you to add products like software and hardware into HelpSTAR, and link them to vendors and manufacturers using the form shown below. When needed, support reps and end users can submit Purchase Requests for these products.

1. Main Tab:

General:

Type: Select the type of product you would like to add. You can create new types with User Defined Fields.

Name: Enter the name of the product you wish to add. This field is required.

Manufacturer: Enter the name of the company that manufactures this product. This field will allow you to create a new manufacturer, find, and select existing manufacturers.

Memo:

Enter any information regarding this product (i.e. description of product)

2. Vendor Tab:

Products can be assigned to a Vendor. Users are able to enter in product vendor and price in the form shown below.

This screen allows you to add/select vendors that offer this product, as well as enter a value for each product in the "Price” field.

You can add as many vendors as needed clicking on the "Next" button after each entry. Once you have selected the next button, you will see the "More…" column populate with a button (as shown below).

By selecting this button you will see the following screen:

General:

"Product" and "Manufacturer" fields do not have to be entered, as they will populate themselves once the product has been created (from the information you enter on the "Add Product” Main tab).

Vendor Contact: Select a Vendor Contact from any user associated with the vendor company.

Part #: Enter the product part number that is assigned from the selected vendor.

Support: Enter any information regarding support (i.e. the year your support ends, how many minutes you bought, etc.).

Warranty: Enter any information regarding warranty for this product (term, warranty type, etc.)

Maintenance: Enter maintenance information regarding this product (i.e. the year you maintenance will end).

Memo:

Enter in any additional information regarding the product

To save this information, select the (save) button at the top left of the screen.

Once you have entered all the products that this vendor offers, be sure to click the Save button to save the new product.

See Also:

Manage Existing Products

Product Properties

Managing Existing Vendors

Adding a New Vendor

Re-Activate a Product

How HelpSTAR Works