Product data often changes during a project. You may need to:
- Update descriptions
- Change logistics status (e.g., from "To be ordered" to "Ordered")
- Adjust categories
- Add new technical or supplier information (in details view)
Keeping product data updated ensures accurate logistics and engineering follow-up.
🖱️ How to Edit a Product from the List
- Go to the Product List
Open the Products section from the main menu. - Click the Product Record
Select the product you want to edit by clicking directly on the record in the list. - Edit the Fields in the Details View
The product details panel will open. Here, you can:
Section
What You Can Edit
Info
Description, Product Number (if project allows changes), Quantity, Purpose, Delivery Location.
Category & Status
Change the product category or update the logistics status (e.g., To be ordered, Ordered).
Security
Edit Access Tags if needed.
Documentation Logistics
Set documentation delivery dates (if relevant).
Product Logistics
Set physical delivery dates, stock locations, pallet info, etc.
- Click Save or Save and Close
Once your edits are complete, choose Save to keep the product open or Save and Close to return to the list.
🔄 When to Use the Product Details for Editing
All product edits happen in the details view, not directly in the grid.
From the Product List, clicking a record always opens the full details panel for safe and structured editing.
🛠️ Example Use Case: Updating a Product’s Status
A procurement team member updates products daily:
- Opens the product from the list
- Changes the status from "To be ordered" to "Ordered"
- Saves the product to reflect the new procurement phase
This helps the team track logistics in real-time.
❓ FAQ
Q: Why am I unable to edit products?
Make sure you have Edit Mode enabled. Click F2 or toggle Edit Mode in the top right corner of the screen. If you still cannot edit, contact your system administrator to check your permissions.
Q: Can I edit multiple products at once?
No, products are edited one at a time to maintain data integrity.
Q: Can I edit the product number?
Product numbers are usually set during creation. Some projects may allow edits, depending on system setup.
Q: Do I need special permissions to edit products?
Yes, you need edit permissions for products. If you can’t edit, contact your administrator.
