- Add/edit product dialog (user): Shown when users add a product to a quote line.
- Add/edit product dialog (admin): Used in the SuperOffice products tab when administrators add products to a price list.
Steps
- In Settings and maintenance, select Quote/Sync in the navigator.
- Go to the Settings tab.
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Click Configure product.
- In the dialog, choose the language to configure. You can localize labels and tooltips per language.
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For each field in the list:
- Show field: Control visibility in the Add/edit product dialog for quotes. Fields are always shown in Settings and maintenance. Some fields are greyed-out and cannot be hidden. Use Activate all or Deactivate all to quickly toggle field visibility.
- Label: Enter a user-friendly display name for the field. Leave blank to use the default label.
- Tooltip: Add a short help text shown when users hover over the field. Use the scrollbar if the text is long.
- Editable: Allow users to modify the value.
- Mandatory: Require users to fill out the field in the quote line. Automatically enables Editable. You can override editable and mandatory settings per product. However, for system-controlled fields, these settings are disabled both in the Configure product dialog and in the Add/Edit product dialog.
- Order: Use the up/down arrows to change the field order in the dialog. Field order affects both dialogs. However, a few fields have fixed positions in the Add/edit product dialog for quotes and cannot be moved.
- Click OK to save your changes.
- Optionally, repeat this procedure for additional languages.
Tips
- Not all fields need to be shown. You can hide fields not to be filled in by users, such as supplier code.
- Provide descriptive labels and tooltips for extra fields.
- Label changes take effect after the next login.