After creating a product, you can edit it.
☝️ To do this, you must have the “Can edit products” permission enabled in the Settings > Employees > Roles section.
To edit a product
1. Open the product dialog to edit the product. You can do this by:
- double-clicking on the corresponding line with the product on the My company > Products page;
- by clicking on the name of the item in the document window (order, invoice, sales, posting, or refund);
- double-clicking on the corresponding line with the item on the Warehouse > Balances page.
2. You can edit all necessary fields. Fields marked as required must not be left blank.
⚠️ Important: If the item is a serial product, you cannot change the unit of measurement for it. Serialized goods are measured only in units.
3. Make sure that you have made the correct changes, and then click on the “Save” button.
Bulk editing of products via export and import
If you need to update information for multiple products or change several fields at once, the best way is to export them to a file, make changes to the spreadsheet on your computer, and then import the updated document back into the system.
1. On the My Company > Products page, select the products you want to edit.
2. In the lower-left corner, click Actions > Export.
3. Open the exported file and make the necessary changes.
4. Save the edited file to your computer.
5. Return to the My Company > Products page and click Actions > Import in the top right corner.
6. Attach the edited file and start the import.
In the import window, the system will show how many items will be updated. Ifthe system detects errors during import, check whetherthe rules for filling out the product import file have been followed and whether its structure hasn’t been changed.