Introduction

"Products" are an essential part to add before starting your photo shot. It is possible to work with Assets in a Work Order without Products but if you really want to streamline your production process, products are a key resource. Without products, the work needed after point of capture may grow incrementally.

Pre-requisites

To add Products to the Work Order, the products must either have been imported to the general product listing or you need to have been given permission to import via Excel.

Add products

In order to upload Assets, the only requirement is for you to have an existing Work Order. However, if you want to relate Assets to a specific Product you must add the Products to the Work Order. Products may already exist in the system through the general Products module or you may want to import Products from an Excel when creating the Work Order.

There are three different ways to add Products to a Work Order:

1. Search and add Products from Work Order
2. Add from the General Product List
3. Import from an Excel directly to the Work Order

1. Search and add Products from Work Order

Searching for Products can be done directly from within the Work Order. This makes it easy to search and add Products that have previously been imported to the system, e.g. importing a whole season or a large volume of products that are to be done in smaller batches.

1. Open the created Work Order by clicking the description in the list of Work Orders
2. Add existing Products to the Work Order by clicking the Action button and Add products
3. Search existing Products by entering a value in the search input field.
   1. If the search result is an exact match the Product is added.
   2. If multiple Products are found a list with the search result is listed. Select the Product from the search results to add
4. Click save when all the Products have been added, they will be inserted into the Work Order

2. Add from the General Product List

Adding from the General Product Listing can be done in two ways, either by filtering and sorting to find the right products or by creating a list via the "Search and Scan" function. Complete the following steps:

1. Click on the Main menu Products
2. Select the relevant Project 
   1. Only relevant if you have the Projects module activated
3. Identify you Products via filter and sorting
   1. Open up the filtering tab to filter.
   2. Sort the columns if necessary.
   3. Select all or specific Products.
   4. Click "Action/Add to Work Order".
   5. Select the right Work Order and click "Save".
   6. Now your Products will appear in the products listing of the specific Work Order.
4. Find Products via Search and Scan
   1. Click on the "Search and Scan" button
   2. A new panel will open
      1. Search can be done by any product information.
      2. It is also possible to paste a whole Excel column into the search field.
      3. Alternatively, you can scan your Products with a barcode scanner.
   3. Build your list up to completion.
   4. It is possible to leave this window and come back later, the earlier search will remain intact.
   5. Once you have all your required products click "Action/Add to work Order".
   6. Select the right Work Order and click "Save".
   7. Now your Products will appear in the Products Listing of the specific Work Order.

3. Import Products via Excel

Importing via Excel is a feature so you can add Products directly to a Work Order in small batches that are to be done in close proximity of getting the information to the studio. For example, a service provider studio receives a list of Products to be shot in one batch. Note: you may need admin user rights to access file import via Excel depending on your specific system set-up.

The import via Excel, please follow these steps:

1. Open the Work Order.
2. Select the Work Order/Products tab.
3. Click Action/Import via Excel.
4. Select the Excel to be imported.
5. Select the correct Project 
   1. Only valid if you have the Projects module activated.
6. Select the Excel file to import.
7. Match the columns in the Excel with the systems column.
8. Select if you have a header row in your Excel.
9. Click next and follow the instructions.

To learn more on how to import via excel, please refer to Advanced features, "Import via excel"