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Product List

Overview

The Product List displays all products configured in Resico ERP. It is the starting point for managing items in your catalog. From this list you can search, filter, sort and open individual product cards. The list shows key information such as product number, description, standard and sales prices, unit cost, profit and margin percentages.

Who Can Use This

Access to the Product List is controlled under Administration → Users. Users with “view Products” rights can see the list and apply filters; users with edit rights can also create new products and open product cards for editing. Typical roles include purchasing managers, inventory controllers and sales administrators.

Preconditions

  • You need a user account with permission to access Products → Product List. To edit or create products, you also need edit rights.
  • Before adding new products you should prepare supporting data such as VAT groups, Units of measure, Product categories and Product departments in the Retail Setup section. These are referenced when creating product cards.
  • Ensure that each new product will have a unique product number. Duplicates are prohibited.

Navigation

Menu path: ERP → Products → Product List. After logging in, select Product List from the Products menu to view the table of products.

Step‑by‑Step Process

  1. Open the product list: Navigate to Products → Product List. The table lists products with columns such as Product No., Description, Standard Price, Sales Price, Unit Cost, Profit, Mark‑up % and GM %.
  2. Search or filter: The search box searches across multiple fields including product number, alias, name, notes, vendor, category, department and even barcodes. You can also filter by active or inactive status, product type (product, service, BOM, gift card, voucher, etc.), category, department, vendor, location or VAT group. If products seem to be missing, click Clear filter to reset all filters.
  3. Customise columns: Use the column settings button (usually a blue button in the upper‑left corner of the list) to select which columns are displayed and to reorder them. You can lock important columns so they remain visible when scrolling horizontally.
  4. Create a new product (optional): Click the Add new product button.
    This opens a blank Product Card in a new window. Enter the required fields and save to add the product to the list. See Product Card for details on completing a product card.
  5. Open an existing product: Click the product number or the Edit icon beside the product you wish to view or modify. This opens the Product Card for that item where you can review and edit details.
  6. Export or import: Use the export button to download the list to Excel. To add multiple products at once, click the import option and choose the system’s Excel template. The template is an .xlsx file with columns SKU, Name, Alias, Type, Unit, VAT, Price, Unit Cost, Category, Vendor, Barcode and Image. Fill in your product data in these columns (mandatory columns are listed in product import) and upload it to create or update products.
  7. Use multi‑actions (if enabled): Select multiple products and choose an action such as changing status, activating/deactivating e‑commerce flags or updating price groups. These actions appear as buttons when multiple rows are selected.
  8. Return to the list: On the Product Card, use the back button or the Save & go to list button to return to the product list after editing.

Required Fields

The product list itself does not require input. However, when creating a new product from this page you will need to complete mandatory fields on the Product Card such as product number, type, description, sales price, VAT group and unit of measure.

Validation Rules

  • When filtering, only existing categories, departments, vendors and types can be selected. Invalid filters will result in empty results.
  • Product numbers in the list are unique; duplicates cannot be created. If you attempt to create a product with a number that already exists, the system will prompt you to choose a different number.

Common Errors

  • No products shown: If the list appears empty, expand the Filter section and click Clear filter. Filters may be restricting results.
  • Access denied: If you cannot open the product list or create a new product, verify your user permissions with an administrator.

Troubleshooting

  • Refresh the page or clear your browser cache if the product list appears outdated.
  • If columns are missing, check the column settings (if customisable) or ensure that your screen resolution allows the table to display all fields.
  • For performance issues, try applying narrower filters or search terms to limit the number of results displayed.

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