Other Actions in Products

Exporting Products

Exporting products allows you to download product data from Zoho ERP for reporting, backup, or migration purposes. This helps you maintain an offline record or transfer product information to other systems.

Here’s how to export products:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Select the Products tab.
• Click the More Actions icon and select Export Products.
• Enter the required details and click Export.

Once the export is complete, the product data will be available in the selected format. You can use this data for analysis, sharing, or importing into other systems.

Statuses of Products

Products in Zoho ERP can have different statuses to indicate their availability and usage. Understanding product statuses helps you manage which services are active for subscriptions and which are not. These are the various statuses of products.

View Products

You can view and manage products based on their status or other criteria using filters. This allows you to quickly locate active, inactive, or specific sets of products for review or management. Here’s how to do it:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Select the Products tab.
• Click the All Products dropdown at the top.
• Select the type of product you want to view from the dropdown.

Using this option, you can efficiently navigate through your products.

Custom Views

Custom Views allow you to filter and display products based on specific criteria that you define. This helps you quickly access relevant product information without manually sorting through all entries, improving efficiency in product management. To create a custom view for the products:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Select the Products tab.
• Click the All Products dropdown at the top.
• Select + New Custom View.
• Enter a name for the custom view. Check Mark as Favorite if you want to display the custom view at the top of the filter list.
• Add criteria for the custom view based on the fields in the product. You can add multiple criteria by clicking + Add Criteria.
• Choose the fields to be displayed in the custom view that you are creating. You can move fields in the Available Columns to the Selected Columns by clicking the + icon next to them.
• Under Visibility Preference, choose who can access this filter:
• Only Me: Only you can access this filter.
• Everyone: All the users in the organization can access this filter.
• Only Selected Users & Roles: You can select the users and roles that can access this filter.
• Click Save.

Once created, custom views will appear in the All Products dropdown for easy access. You can manage the visibility of these views to control who can see them, and edit or delete them as needed to keep your product list organized and relevant. You can edit any custom view by clicking the Edit icon next to it.

To delete a custom view:

• Go to the custom view that you want to delete.
• Hover over the name of the custom view and click the Edit icon next to it.
• Click Delete in the bottom-right corner of the page next to Cancel.
• In the popup that appears, click Yes to confirm.

Customize Columns

Customizing columns allows you to control which fields are displayed on the Products list page. This helps you view the most relevant product information at a glance and organize the layout according to your workflow. Here’s how to customize columns:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Select the Products tab.
• Click the Customize icon next to Name.
• Select Customize Columns.
• Mark the columns that you want to display in the list page and unmark the columns that you don’t want to display.
• Rearrange the order of the columns by dragging and dropping the icons next to them.
• Click the Pin Column icon next to columns that you want to pin in the list page.
• Click Save.

Once saved, the selected columns and their order will be applied to the Products list page. Pinned columns remain visible as you scroll, allowing for easier navigation and better visibility of key product details.

Clip or Wrap Text

Zoho ERP allows you to choose how text is displayed in fields with long content, such as Name, Description, or Email Recipients. By default, text is wrapped, but you can clip it to fit the column size for a cleaner view on the Products list page.

To clip text:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Select the Products tab.
• Click the Customize icon next to Name.
• Select Clip Text. The text will be clipped to fit the column size.
• To wrap text inside the column, click Wrap Text.

Once configured, the selected display option will be applied to the columns. Clipping text keeps the list compact, while wrapping ensures all information is visible within the column without resizing.

Sort Products

Sorting products allows you to organize the Products list page based on the values in specific columns or fields. This helps you quickly locate products and analyze data in ascending or descending order. Here’s how:

• Click Items on the left sidebar.
• Navigate to the Plans module at the top.
• Select the Products tab
• Click the column which you want to sort.
• The sorting will be done based on ascending or descending order (indicated by the arrow).

Once sorted, the Products list will display entries in the selected order. You can change the sorting direction by clicking the same column again, allowing you to switch between ascending and descending views as needed.