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Products - Management View

3 min. readlast update: 11.11.2025

The Products module allows users to register and manage all products available within the organization.
This functionality is essential for maintaining a standardized list of items that can be referenced across different business processes.

The Products Managment View screen displays all registered products in a clear, tabular format.

Each column provides essential information that helps users quickly identify and manage products within the system.

  • Name - Displays the product’s name as registered.
  • Code - Shows the internal or external reference associated with the product.
  • Companies - Identifies the company or tenant to which the product belongs.

 

Main Features

Add Product

Selecting Add Product opens a creation window where you can define the attributes of the new service. 

The form includes mandatory fields such as Name and Currency, along with the option to select the Company to which the service belongs.

Mandatory fields are marked with a red asterisk (*).

At the bottom of the window, the following actions are available:

  • Cancel – closes the form without saving any changes;
  • Save and New – saves the current record and immediately opens a new blank form to register another product;
  • Save – saves the record and closes the modal.

Once saved, the product becomes immediately available in the list and can be used.


Refresh 

The Refresh button reloads the products list ensuring that all recent changes are displayed.
This feature is useful after creating, editing or deleting records.


Global Filters 

At the top of the screen, users can apply global search filters to refine the displayed results. These filters allow products to be located using various criteria such as currency, suppliers,  payment terms or payment types. 

Multiple filters can be combined cumulatively to optimize search results and reduce navigation time.


Export

The Export option enables the export of visible data into different formats (such as Excel, PDF or CSV) facilitating external analysis and reporting.
Only the currently displayed columns are exported respecting the active filters.


Columns

Through the Columns button users can add or remove columns in the table. This customization allows the interface to be adapted to the specific needs of each user.
Columns can also be reordered using drag and drop by moving the column header to the desired position.


Column Sorting

By clicking any column header users can sort the results in ascending or descending order.
A small arrow icon next to the column name indicates the current sorting direction.

Column Filters

Each column header includes a filter icon that opens a contextual filtering menu.
This allows users to search within that specific column using different matching criteria like:

  • Starts With – displays only records beginning with the entered value;
  • Contains – finds all records that include the value anywhere in the field;
  • Equals – shows exact matches only;
  • Ends With – filters results that end with the entered value.

After selecting the desired condition enter the value and click Filter to apply the filter.
Click Clear to remove it and restore the full list.


Pagination

At the bottom of the screen users can control the number of items per page and navigate through pages using the forward and backward arrows. This makes it easier to browse extensive product lists efficiently.


Access to Product Details

To access the Product Details Screen simply click on the product name or the corresponding view icon.

This opens the Product Details Screen where users can review, edit and manage all information related to that product.

 

 

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