To ensure the registration of equipment is correct and consistent, we recommend that you establish a set of products containing the appropriate default values in Products module.
1. Create a product
Product is a template used to create similar equipment. To create a product:
- Click New at the top left corner → Insert product number → Save.
- Select Use from Equip. so that you can use the product when creating new equipment in the Equipment module.
- Select Download to Onix Inspect to use it in Onix Inspect or Onix Transfer.
- In the Orders section up which information and actions that should happen when product is used for creating equipment in Orders module.
To optimize the product’s efficiency, navigate to each tab and set default values. This minimizes the manual effort of filling in equipment’s or order lines’ information.
2. Delete a product
Products that have been used for generating equipment cannot be deleted.
However, you can always set a product\s status to Inactive to ensure that it cannot be used anymore.
3. Create product group
A product group is a master product to which a collection of other products that share common traits connected. The product group then serves as a group head, from which all the group members can be managed.
Here’s how:
- Open a product, activate the Product Group checkbox. Then you have a group head to which product members can be connected.
- If you already have non-grouped products that you want to group, simply select them and select Create Product Group option in the multi-select menu and enter the Product Group name.
- A new Product Group will be created as the “head” of the new group.
- If the selected products share the same value for a certain field, the Product Group will automatically fill in that field with the shared value.
3.1. Add product member to product group
- Open a product, check the Connected Group checkbox and search for the corresponding product group.
Another way is to select one or more non-grouped products and select Connect to Product Group option in the multi-select menu.
3.2. Removing a product from a group
- Switch to Group mode in View Mode
- Select the product members you want to remove by clicking the checkbox to their left.
- Click on Remove in the toolbar.
When removing a product from a group you will get the option to set it as Inactive to prevent that product from further use.
4. Set up product rules for orders and new equipment
Tab Rules helps you set rules on each product to save time working with orders and equipment registration.
4.1. Define serial number format in orders
In product rules, the Field Mask is designed for a quick and standard numbering process. As prefix and suffix are predefined in the product rules, when you number equipment in order lines, the prefix or suffix are ready to use; the only task left is filling out serial number. The prefix and suffix set in product rules are editable in the numbering step; in other words, you can modify the prefix and suffix at the numbering step depending on the work requirement.
To define the format of serial numbers:
- In the Rules tab, navigate to the Field Mask section.
- Insert the format for prefix and suffix.
4.2. Define mandatory fields for orders or new equipment creation
You can define which information are mandatory when you create a new equipment which is linked to this product:
- Optional: The order or order line can be processed, or the equipment can be created no matter if the field is filled out.
- Mandatory: Information MUST be filled out. If the field is empty, the order or order line cannot be processed; the new equipment cannot be created.
- Read-only: The equipment will get a pre-defined value fetched from product, and this pre-defined value cannot be edited.
Exception of Owner’s equip. ID: Product rule is ineffective in orders
Not every company uses the Owner’s equip. ID field. Therefore, the product rule set for Owner’s equip. ID is only effective in the Equipment module, and not effective in the Orders module and Onix Pick and Pack.
Specifically:
- The product rule applies when you create a new equipment, copy equipment or edit equipment details in the Equipment module.
- The product rule does not apply when you number to-be-delivered equipment from Onix Work’s Orders module or Onix Pick and Pack.
4.3. Defined fields to show in order numbering
The following fields - Serial number, Batch number or Production year - can be hidden or shown when you number an order line that contains this product. To define which fields are shown in numbering, check or un-check the Show in numbering option of relevant fields.
5. Link checklist to products
You can link a checklist to one or several specific products.
- Go to Settings → Checklists → Select the wanted checklist
- In the Checklist detail panel, go to the Linked to section —> Select the wanted type of linked item; here we’ll choose “product” —> a relevant panel is opened.
- Click on “Add products” —> Browse and tick the wanted items —> Save.
- You can set the checklist as default for certain products, so that the checklist always appears first in the list of checklists:
- Select one or multiple products —> Set as default —> the green icon
will appear next to the product. - To revert the action, select the wanted item —> click on **Remove as default **—> the green icon is removed.
- Select one or multiple products —> Set as default —> the green icon
Important note
- When the checklist(s) is connected to specific products, it will be available for these products only.
- If the checklist is not connected to any items, it is available for all equipment and NOT be limited to any products.
6. Add documents from Shared document library
6.1. Add or remove documents to/from a product
To add a document from the Shared document library to a product:
- In Products module, open a product → Open its Documents tab.
- Click on Add document —> Search for the desired files using the Search box or Filter button —> Select one or multiple files —> Apply.
To remove a document from the product:
- In Products module, open a product → Open its Documents tab.
- Select the file → Click on Remove and the file will disappear from the product.
Important note:
Changes to a document within a product will affect its origin in all order lines created from that product. In particular, if the order lines are not yet processed, the document in concern will have its origin updated to “Shared document library”.
6.2. Group documents
Click on a column’s header to group documents by that field.
6.3. Edit information of the documents
- To edit one document:
- Select the item —> Click Edit —> Make changes to suitable fields.
- Click Expand to preview for convenience when filling in information.
- To edit multiple documents:
- Select the wanted items —> Click Edit all —> Make changes to suitable fields.
