Gestionar productos dentro de Administración de productos

Nota: Las acciones en la plataforma Easilys dependen de los permisos de acceso de usuario. Si no puede realizar las acciones que se indican a continuación, es posible que se deba a restricciones en su perfil de usuario. Comuníquese con el equipo de soporte o con su administrador para obtener ayuda.

Empezar desde: El menú de Easilys.

Navegar a Products > Products administration – V2.

The V2 Product Administration Screen offers enhanced functionality for managing industrial and supplier products.

To learn more about the difference between industrial and supplier products, see Los conceptos de ingrediente, producto industrial y producto proveedor..

Industrial Products

The main grid shows you a list with all the available industrial products.

Create Industrial Products

Seleccione el + Crear botón.
Enter the required product details.

Nota: Industrial products can be created without linking them to supplier products or price lists.

Seleccionar Ahorrar to complete the creation process.

View Industrial Product Details

Select an industrial product de la lista.
Here, you can view details like:
- Product information: Name, description, and characteristics.
- Traceability information: Creation date, user, last update details, and location.
- Consumption: Efficiency ratio, weight per piece, etc.
- Logistics and storage information: appropriate storage areas, packing types and codes, etc.

Edit an Industrial product

Select an industrial product.
Hacer clic Modify.
Edit the required fields.
Seleccionar Ahorrar to apply changes.

Delete Industrial product

Select an industrial product.
Hacer clic Borrar.
Confirm the action by selecting Yes on the pop-up.

Supplier products

To view supplier products, first select an industrial product. Supplier details will be displayed below.

Create supplier products / Link industrial products to suppliers

Select an industrial product to view details such as potential suppliers, pricing, order, and billing units.
To create a new supplier product or link this product to a new supplier, select + Create a supplier product.

Seleccione una Supplier de la lista.
Agregar supplier-specific details, including price and attributes.
Seleccionar Ahorrar to finish the creation of your supplier product.

View Supplier Product Details

Select an industrial product de la lista.
Click the specific supplier's name.
View details such as:
- Product information: Name, description, and attributes.
- Traceability information: Creation date, user, last update details, and location.
- Ordering and invoicing information: order units, minimum order quantity, reservation periods, billing units, etc.
- Stock information: Storage units.
- Commercial conditions: Pricing and Price lists associated with this product.

Edit a Supplier product

Select an industrial product de la lista.
Seleccione el specific supplier's name.
Seleccionar Modify.
Edit the required fields as needed.
Here, you can also modify the pricing in the List of price lists field (e.g., associate the product with a price list, modify current price lists, or disassociate from them).
Seleccionar Ahorrar to confirm changes.

Eliminar un producto de un proveedor

Select an industrial product de la lista.
Seleccione el specific supplier's name.
Seleccionar Borrar.
Confirm the action by selecting Yes on the pop-up.

Understand Smart Catalogue rule types

Notaactions performed on the Easilys platform are subject to user access permissions. If you are unable to carry out the actions described in the articles, it may be because you do not have the necessary permissions activated on your user profile. Contact the Support team, or your administrator, for help.

Empezar desdethe Easilys menu.

Seleccionar Products > Smart Catalogue desde el menú principal.

Ver Create Smart Catalog rules Para más información.

There are several types of rules, with different procedures depending on the type chosen:

Inclusion type rule

Add one or more inclusion criteria to indicate what the site is allowed to see.

Notaby default, a site has visibility over everything. Once an inclusion rule has been created, it can only see what is allowed by inclusion rules.

Example 1: I want to authorize frozen products for sites tagged PROD 1.

Example 2: I would like to authorize high quality frozen products only, for sites tagged PROD 1.

Exclusion type rule

Add one or more inclusion criteria to indicate what the site is not allowed to see.

Example 1: I want to ban frozen products from sites tagged PROD 1.

Example 2: I would like to ban frozen products from supplier X.

Inclusion and Exclusion type rule

Add one or more inclusion criteria to indicate what the site is allowed to see, and one or more exclusion criteria to indicate exemptions.

Example 1: I want to authorize frozen products for sites tagged PROD 1, except for frozen products from supplier X.

Example 2: I want to authorize frozen products for sites tagged PROD 1, except for round carrot and diced carrot products.

Optimice las reglas de Smart Catalog gracias a las categorías y subcategorías de recetas

Présentation : En tant que manager d'un restaurant, vous souhaitez optimiser les règles du Smart Catalogue en utilisant les catégories et sous-catégories de recettes afin d'améliorer la gestion des approvisionnements.

Point de départ : Le menu Easilys.

Utiliser les catégories ou sous-catégories de recettes

Une catégorie de recette permet de catégoriser des recettes et de les regrouper entre elles au sein d'un même groupe.
Une sous-catégorie de recette vient affiner davantage cette catégorisation.

Grâce à la catégorisation des recettes, vous pouvez :

Filtrer votre liste de recette pour ne faire apparaître que celles qui appartiennent à une catégorie spécifique.
Utiliser les catégories et sous-catégories comme critère d'application d'une règle de Smart Selection, Smart Grammage, Smart Packaging ou Smart Catalogue.

Adjuntar un producto a una compra genérica

NotaLas acciones realizadas en la plataforma Easys están sujetas a los permisos de acceso del usuario. Si no puede realizar las acciones descritas en los artículos, es posible que no tenga activados los permisos necesarios en su perfil de usuario. Contacte con el equipo de soporte o con su administrador para obtener ayuda.

Nota: purchase generics can only be managed from the root site. If you wish to modify the list of purchase generics and do not have access to the root site, please contact an administrator.

Empezar desde:el menú de Easys.

Seleccionar Products > Price lists desde el menú principal.
Select the price list in which the product you wish to attach to a purchase generic is found.
Select the relevant product.

El Supplier product details pop-up window will appear on the screen. In the Industrial product section:

Seleccione el pencil icon.

El Update an industrial product pop-up window will appear on the screen. In the Attachment to purchase generics section:

Seleccionar Attach to purchase generics +.

Nota: if required, you can manage the list of purchasing generics by selecting the cog icon.

Seleccionar Actualizar once you've finished attaching the purchase generics.

Manage purchase generics

Empezar desde:el menú de Easys.

Purchase generics can be used to group various products into a specific group that is broader than the simple generic ingredient.

For example, a purchase generic could be Beef, and would include products with the generic ingredients Burger, Steak, Collar steak, etc.

This then enables you to search for products by purchase generic from the Supplier orders screen, or to manage calls for tender.

Nota: purchase generics can only be managed from the root site. If you wish to modify the list of purchase generics and do not have access to the root site, please contact an administrator.

Seleccionar Products > Price lists desde el menú principal.
Select a price list.
Select a product by selecting its name.

El Supplier product details list will appear at the bottom of the screen.

Select the cog icon visible next to the Purchase generic heading in the third column.

El Manage the purchase generics window will appear on screen:

Seleccionar Create a purchase generic to create a new purchase generic.
Select the orange pencil icon to modify the name of an existing purchase generic.
Select the red cross to delete an existing purchase generic.

Find a product that doesn't appear in stock v2

Empezar desde: El menú de Easilys.

If a product is not in stock when it should be, it may be for one of the following reasons.

A STOCK REMOVAL HAS ALREADY TAKEN PLACE

Sometimes a stock removal has already been carried out by mistake. To check, simply use the "Quantity in stock" filter.

Seleccione el Stock > Stock (v2) tabs.

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Select the "Filtros" icon at top left.

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Unfold the Quantity in stock filter.

Seleccione el Quantity = 0 y/o Quantity < 0 filter. Products previously in stock are listed.

Search for your product, then select the 3 dots on the right-hand of the product line, then click on Consult stock movements.

If the stock movement issued is incorrect, it can be deleted so that the product returns to positive stock.

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THE "ENTER STOCK" OPTION WAS UNCHECKED IN RECEPTION

The "Enter stock" checkbox is ticked by default on receptions. It may have been unchecked by mistake.

Seleccione el Supplier orders > Receptions tabs.

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Look for the reception containing the desired product.

Seleccione el product name in the reception. Details are displayed on the right.

Check that the Enter stock box is unchecked.

If this is the case, reopen the reception to recheck the Enter stock box and then revalidate.

To find out more, see Reabrir una recepción completada.

?AN INVENTORY HAS BEEN GENERATED PRIOR TO VALIDATION OF THE RECEPTION

It is possible that, once the inventory has been closed, the product was removed from the stock through an adjustment movement.

To carry out an inventory, you need to make sure that all stock movements have been carried out on the day of the inventory and in the previous period.

When an inventory is generated, a snapshot of the stock is taken at a given moment.

If products are subsequently entered or removed, this is not reflected in the inventory.

When the inventory is closed, the movements will be regularized so that the stock corresponds in all respects to the inventory.

Seleccione el Stock > Inventories tabs.

If the inventory is closed and you can't find the product in the list, you need to contact Easilys Assistance, who will suggest the best solution to resolve the situation.

Why can't I order my product after it has been created in the price list?

Empezar desde: El menú de Easilys.

There are several reasons for this:

The product has just been created and must be ordered directly.

When a new product is created in a price list, it is necessary, as indicated in the article "Actualizaciones fáciles (o producto plano)", to wait for the software update, which usually takes place once a day during the night, before the product can be ordered.

However, you can bypass this rule by following these steps:

Seleccionar Products > Price lists desde el menú principal.
Buscar el producto you wish to order.
Uncheck the "Orderable?" box.
Seleccionar Save now.

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Re-check the Orderable? box.
Seleccionar Save now again.

Notas: This procedure will force the update only on this product, so you can order it without having to wait for the software update.

The "Orderable?" box is unchecked

A simple check is to ensure that the "orderable" box on the right of each product line is ticked, enabling the product to be ordered via the "supplier orders" screen.

Seleccionar Products > Price lists desde el menú principal.

Buscar el producto you wish to order.
Check that the "Orderable?" box is ticked.

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The list is inactive

If the product is part of an inactive price list, it is normal that the order cannot be placed.

To check this 😕

Seleccionar Products > Price lists desde el menú principal.
Look for the relevant list.
Check the label next to the list: is it Activo? Or Inactive?

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If it's is inactive :

Select the relevant list.
Seleccionar Activate.
Seleccionar Confirmar.

Notas: Wait for the next software update, or follow the procedure suggested earlier in this article.

The validity period of the product does not correspond to your order date.

?Each product may have its own validity period within the general validity period indicated on the price list: the product's validity date may therefore be incorrect.

To check this :

Seleccionar Products > Price lists desde el menú principal.
Select the relevant lista.
Buscar el producto you wish to order.
Check the validity period, modifying it if necessary.

Once the change has been made :

Seleccionar Save now.

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When an order is placed through a child site, a smart catalog rule is in place

Smart Catalogue rules are used to manage the products that can or cannot be ordered by sites.

For example, it is possible that a rule previously created on the site with the relevant price list prevents the child site from ordering certain products, including the one just created.

To check this 😕

In the main menu, select Products > Smart Catalog.
Browse the list of smart catalog rules, checking each site and each supplier concerned by these rules.

Modify product information: units, labels, origins, VAT, etc.

Empezar desde: El menú de Easilys.

Modify product information via the "Price lists" screen

Seleccione el Products > Price lists tabs.

Seleccionar the price list in which the product to be modified is located.

Price list details are displayed on screen.

Seleccione el product name.

The Supplier product details panel appears at the bottom of the screen.

Seleccionar the pencil in the "Supplier product" column or in the "Industrial product" column to make changes.

The "Update a supplier product" or "Update an industrial product" window appears on the screen, allowing you to modify the items.

Make any necessary changes, then select Actualizar para guardar los cambios.

Modify product information via the "Products administration - V2" screen

Seleccione el Products > Products administration - V2 tabs.

Use the filters on the left and/or the search by name box to find the product you wish to modify.

Depending on the type of information you wish to modify, select:
- the industrial product, to modify product characteristics that do not depend on the supplier, such as brand, allergens, origin, VAT, etc.
- the supplier's product, to modify product characteristics not dependent on the supplier, such as order units, invoicing, or the supplier's reference.

The card appears on the right.

Seleccionar Modify.

Make the necessary changes.

Seleccionar Ahorrar.

Mass modifications can be made to a selection of products from the "Products administration" menu. To find out more, see the article "Mass modify product family on various industrial products".

For more information, see also the following articles:

- Mass modify the tax on various industrial products

- Mass-attach an ingredient to various industrial products