Products act as templates to create equipment faster and with consistent information. Set up a product to define default values once, and then reuse them when you create equipment manually or from orders.
View and find products
The product view shows products in a table format. You can search by keywords, filter, sort, group, and switch views to find products.
Search
Use the search box to quickly find products based on their identification details.
To search, enter your product’s number, type or model. To get exact matches, enclose the search keyword in quotation marks (“”) - for example, “ABC123”.
Views
Use views to customize how the product list is displayed and organized. You can choose from:
- Standard views: Predefined and not editable.
- Your own views: Editable and visible to only you.
- Shared views: Created by others and shared with you.
Within each view, you can:
- Name the view
- Choose who can see it
- Set default filters
- Select fields and properties to display
- Set default sorting and grouping. You can sort by up to 3 levels.
Actions with a product view:
- Switch between views: Select the current view > Pick a view > Select an option from the list.
- Set a view as the default view every time you access the Products module: Switch to the relevant view > Select Pin.
- Create a new view: Select the current view > Create new view > Enter the relevant values > Save.
- Copy a view: Select the current view > Create copy > Name the copy > Apply.
- Edit a view: Select the current view > Edit current view > Enter the new values > Save.
- Delete view: Select the current view > Delete view.
- Find the view’s created and modified information: Select the current view > Properties.
Filter
Use filters to narrow down the product list by applying multiple criteria.
- To filter by one or more criteria: Open the Filter panel > Fill in the relevant fields > Select Apply.
- To filter by additional fields or product properties: Select Select criteria > choose Add a field or Add a product property > Select an option from the list > Save. Then enter a search value in the new field.
Sort and group
Sort or group the product list to organize it by a specific field.
- To sort: Select a column header > Sort A to Z or Sort Z to A.
- To group: Select a column header > Group by.
- To remove sorting or grouping: Select the column header > Default from view.
Create a product
You can create a product in two ways: By creating a new product or by copying an existing one.
- To create a new product, select New, enter the product details, and select Save.
- To copy an existing product, select the relevant item from the list, and select Create copy.
General
| Field | Instruction |
|---|---|
| Product no. | Enter the relevant value. This field is mandatory. |
| Product class | Select an option from the list. |
| Product group | If the product belongs to a group, select a group from the list. |
| Product status | Selection an option from the list. |
| Download to Onix Inspect | If the product is used in Onix Inspect or Onix Transfer, select this checkbox. |
| Use from equip. | If the product is used for creating equipment in the Equipment module, select this checkbox. |
| Active | If the product is in use, select this checkbox. |
Equipment
| Field | Instruction |
|---|---|
| Control category | Select an option from the list. |
| Type | Select an option from the list, enter a new value, or add new suggestions via Manage suggestion list. |
| Model | Enter the relevant value. |
| WLL (tonnes) | Enter the relevant value. |
| SWL (tonnes) | Enter the relevant value. |
| Placement | Select an option from the list, enter a new value, or add new suggestions via Manage suggestion list. |
| Comment on equip. | Enter the relevant value. |
Additional info
| Field | Instruction |
|---|---|
| Dealer | Select an option from the list, enter a new value, or add new suggestions via Manage suggestion list. |
| Producer | Select an option from the list, enter a new value, or add new suggestions via Manage suggestion list. |
| Produced acc. to | Select an option from the list, enter a new value, or add new suggestions via Manage suggestion list. |
| Prod. year | Enter the relevant value. |
Order line
Set default information and actions for a product when it is used in orders. To enable this section, your user account must have the “Orders” user privilege.
| Field | Instruction |
|---|---|
| Process | Select an option from the list. |
| Tested acc. to | Select an option from the list, enter a new value, or add new suggestions via Manage suggestion list. |
| Comment on job | Enter the relevant value. |
| Auto-process order lines | If the product is processed automatically in orders, select this checkbox. |
Internal notes
| Field | Instruction |
|---|---|
| Order line-specific notes | Enter the relevant value. |
Edit products
After creating a product, you can change its details. Additionally, you can set its default properties, job intervals, documents, pictures, forms, texts and rules. New equipment or order lines linked to the product will inherit these default values. This helps you set up equipment or order lines faster.
Product details
You can edit the details of one or multiple products at once.
- To edit one product: Open the product > Select Edit on the relevant section > Enter the new values > Save.
- To edit multiple products: Select items from the list > Edit > Edit all > Enter the new values > Save.
Job intervals
Set default job intervals when the product is used in orders or equipment creation. You can add, edit or delete job intervals of one or multiple products at once.
To edit one product’s job intervals, first open the product.
- To add a new interval: Select Add interval > Enter the relevant values.
- To edit an interval: Select the interval > Edit > Enter the new values.
- To delete an interval: Select the interval > Delete.
To edit multiple products’ job intervals, select items from the product list > Edit > Edit all job intervals > Add an action.
- To add a new interval: Select Add > Enter the relevant values > Save.
- To edit an interval: Select Edit (if any) > Enter the relevant values > Save.
- To delete an interval: Select Remove > Enter the relevant values > Save.
Properties
Set default properties and their values when the product is used in orders or equipment creation. You can add, edit or remove properties of one or multiple products at once.
To edit one product’s properties, first open the product.
- To add a new property:
- Select Edit > Select properties > Add a property > Select an option from the list > Enter the relevant value > Save. You can also create a new property by selecting Manage properties > Add.
- Enter the property’s value or leave it empty > Save.
- To edit a property: Select Edit > Enter the new value > Save.
- To remove a property: Select Edit > Select properties > X > Save.
To edit multiple products’ properties, select items from the product list > Edit > Edit all properties > Add an action.
- To add or update a property: Select Add or Update > Select an option from the list > Enter the property’s new value or leave it empty > Save.
- To remove a property: Select Remove (if any) > Select an option from the list > Save.
Documents
Set default documents, their information and properties when the product is used in orders.
- To add new documents to a product: Select Documents > Add document > Search and select one or more items from the library > Apply.
- To remove documents from the product: Select Documents > Select items from the list > Remove.
- To edit one or multiple documents: Select Documents > Edit or Edit all > Select items from the list > Enter the new values > Save.
Notes:
If you edit a document in the product, its origin will be updated to “Shared document library” in all open order lines created from that product.
Pictures
Set default pictures for equipment created from an order line that uses this product.
- To add new pictures to a product: Select Pictures > Add picture > Upload files by dragging or browsing your device > Enter the files’ description > Select Upload.
- To set a picture as the equipment’s thumbnail: Select the picture > Set as default.
- To delete one or more pictures from the product: Select the pictures > Delete.
Forms
Set default forms and their values when the product is used in orders.
- To add new forms to the product: Select Forms > Add form > Select one or more items from the list > Select Apply > Enter the forms’ default values > Save.
- To edit a form: Select Forms > Edit > Enter the form’s new values > Save.
- To remove a form from the product: Select Forms > Remove.
Texts
Set default texts of the product when it is used in orders.
- To add new texts to the product: Select Text > Add texts > Select one or more items from the list > Apply.
- To add new texts to the library: Select Texts > Manage texts library > New > Enter relevant values for the new text > Save.
Rules
Set rules when the product is used in orders or equipment creation. If used in orders, you can set which fields appear in numbering, and set the serial number’s default prefix and suffix. You can edit rules for one or multiple products at once.
To edit one product’s rules:
- Open the item > Rules. Alternatively, select the item from the list > Select Rules on the toolbar.
- Enter the new values > Save.
To edit multiple products’ rules:
- Select items from the list > Edit > Edit all rules.
- Enter the new values > Save.
Exception: Owner’s equip. ID
Not all companies use the Owner’s equip. ID field. As a result, the product rule for this field only applies in the Equipment module, not during order numbering.
Specifically:
- The rule applies when you create, copy, or edit equipment in the Equipment module.
- The rule doesn’t apply when you number order lines in Onix Work’s Orders module or Onix Pick and Pack.
Link checklists
Set which checklists are used when you complete jobs on equipment created from the product.
To manage linked checklists of a product:
- Select the product from the list > Checklist. Alternatively, open the product > Select Checklist.
- To link new checklists: In the relevant job class, select Edit > Select options from the list > OK.
- To show a checklist first when you select one for a job: Select Set as default.
- To unlink a checklist: Select —.
Product group
Grouping products helps you set up details for similar products faster.
To create a new product group:
- Create a product with the “Unique equipment” class.
- When you add other products as members to this product, it becomes a product group
To add a product to a group:
- Open the product > Select Product group.
- Select an option from the list.
- Select how contents from the product group should be copied to the member > OK.
Product history
View detailed changes made to a product over time.
To open the history: Open the product > In the Created/Modified section, select View full product history.
Delete products
You can only delete products that don’t have any active connections to other entities.
To permanently delete one or multiple products: Select the items from the list > Delete.