Configure fields in the Add/edit product dialog

Audience:
settings
•
Version: 10.5.4
• 3 minutes to read
 • 3 minutes to read

Use the Configure product dialog to control which fields are shown when users add or edit a product in a quote. You can show or hide fields, change labels, define tooltips, and make fields editable and/or mandatory.

These settings apply globally to all quote connector ERP connections and affect two dialogs:

  • 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

  1. In Settings and maintenance, select Quote/Sync in the navigator.

  2. Go to the Settings tab.

  3. Click Configure product.

    Configure product dialog -screenshot

  4. In the dialog, choose the language to configure. You can localize labels and tooltips per language.

  5. 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.

  6. Click OK to save your changes.

  7. 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.

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