Pop-up List of Products

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The Product Pop-up List is used to enter products in the Item Area on Main Invoice Screen.  Here's what it looks like:

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The products on the list are all from the Product Information Database.  The pop-up list can be activated in any number of ways:

It appears when you click on the small, light blue "Add" or "Place" button on the Main Invoice Screen just above the Item Area (shown below).

ItemMIS3

Or it will appear when you press CTRL+L while your cursor is in the Item Area.
Or you can place your cursor on the desired row and double click in the unused, dark gray area in the Item Area.
And, finally, it is also reached by selecting from the menu: PRODUCT TOOLS and ACTIVATE PRODUCT LIST (AT CURRENT ROW) or PRODUCT TOOLS and ADD NEW ITEM ROW & ACTIVATE PRODUCT LIST.

There are two ways you can use it.  You can use it to add a new product to the Item Area.  Or you can use to overwrite an existing product in the Item Area:

To a new product. When you click on the "Add" button OR select PRODUCT TOOLS and ADD NEW ITEM ROW, AnyBook will add a new blank row to the Item Area (shown below).  Use this when you want to add a new product.

 

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To overwrite an existing product. If you click on the "Place" button OR select PRODUCT TOOLS and ACTIVATE PRODUCT LIST (AT CURRENT ROW), AnyBook will keep cursor at its current location in the item.  When you select from the list, the selected product will be pasted at the location of your cursor.  Use this when you want to overwrite a product in the item area (below):ProdPopUp3

 

The following describes the Product Pop-up List in more detail:

 

Increasing the Size of the Pop-up List

If you have lots of products, you can increase the size of the pop-up list by clicking on the "Lg" (for "Larger") button (found near the top, right corner of the dialog box).  Or when the pop-up list is large, you can click on the "Sm" (for Smaller) button to reduce its size.  By increasing the size of the pop-up list, you can also access various list configurations.

Configurations

You can configure the pop-up list in several way including: scroll wheel behavior, how the list is sorted when it's first opened, and where you'd like to have the cursor located when the pop-up list first appears:

Scroll Wheel. The scroll wheel on your mouse can be used to scroll through the product list.  There are two configurations of the scroll wheel.  In its default setting, the scroll wheel becomes active when you click in product list.

However, you can change the setting so that the scroll wheel becomes active when the mouse is passed over the product list.  Under this configuration, it is not necessary to click on the product list.  All that is necessary is to move the mouse over the list.  You can tell when the scroll wheel is active by the color in the product list.  When the background color turns white, the scroll wheel is active.

To change from one scroll wheel configuration to another, click on the "Lg" (for "Larger") button.  The "Lg" button is found near the upper right hand corner of the pop-up dialog box.  This increases the size of the box and allows you to see an additional checkbox:  "Activate scroll wheel immediately by moving mouse over products."  Either place a checkmark here, or remove it, depending on your preference.

Sort List.  When you first activate the Product Pop-up List, it is sorted by the Item Name.  However, you can change that so that the list is sorted by the catalog number.  To do so, click on the "Lg" (for "Larger") button and place a checkmark beside "Set Default to Sorting By Catalog Number"

Cursor Starting Point. The cursor normally appears in the "First Letter Search" field when you activate the Product Pop-up List.  If desired, you can change this so that it appears in the "Multi-letter Search" field.  To change it, click on the "Lg" (for "Larger") button and place a checkmark beside "Start with cursor in Multi-letter Search Field"

Limiting the List to a Category

If you've organized your products by category, you can limit the list to one of the categories.  To do so, pick a category.  Only those products from the chosen category will be displayed.  To show all products, click on "Show All."

Search Methods

The pop-up list provides you with several ways of locating a product:

First Letter Search. The cursor automatically appears here first.  When the cursor is in this box, you can type the first letter of the product's name and the list will advance to the first product starting with that letter.  By typing in the first letter again, the list will advance to the next product starting with that letter.  By repeatedly typing in the first letter, you can move through the list until you find the product you desire.

Multi-letter Search. When the cursor is in this box, begin typing the product's name.  Let's say you are looking for "Grandma."  When you type in "G," the list will advance to the first product starting with a "G".  When you type in "r," the list will advance to the first product starting with "Gr".  When you type in "a," the list will advance to the first product starting with "Gra".  Continue until you've reached the desired product.

You can change the object of the above two searches by selecting from the radio buttons.  If "Product Name" is selected, the search acts as described above.  However, if you select "Catalog #" both of the methods above search for the catalog number instead of a product name.

If you select "Other" both of the methods above search for the other identifier (ISBN, Part Number, etc.)

Another search feature that is found on the Product Pop-up List is:

Partial Word Search. This searches for a portion of the Item's Name.  For example, if you search for "WIN," it will find "Winter,"  "Winner," "Winston," etc.  Click on the "Search" button to start the search.  Click on "Repeat Search" if the first search doesn't find who you are looking for.

Options

You have several options at the bottom of the Pop-up List:

Category. If you've organized your books and other products by category, you can limit the list to one of the categories.  To do so, pick a category.  Only those products from the chosen category will be displayed.  To show all products, click on "Show All."

Pricing. In the Product Database, you can set-up different Pricing Levels or Quantity Breaks (Level 7).  The pricing drop-down list, allows you select which level or quantity break you want use for the product.  If you accidentally pick a pricing level or break with a price of zero (0), AnyBook will warn you upon exiting the pop-up list.  (Hint: To find out the pricing level of a product that has already been entered in the Item Area, click on "Toggle.")  If you have the Level 7 program, and you are using Quantity Breaks, you can configure the program so that it automatically pastes the correct price depending upon the quantity that you've entered (see next).

Quantity. To indicate a quantity, type in a number in the white spin box (located on the bottom, middle of the dialog box).  Whatever number you enter here will be placed in the Quantity column of the Item Area.

Paste Buttons

To paste the catalog number, quantity, item name and price to the Item Area, click on "Paste."  If you have more than one product to enter, click on "Paste & Continue."  What this will do is to enter information on the first product to the Item Area.  Then, the pop-up list will reappear allowing you enter information on the next product, and so on.  To exit from the pop-up list without entering any information, click on "Cancel."

Quick Entry Tricks

You'll notice that several of the field labels have letters underlined.  For example, the "Q" in Quan is underlined.  That means you can press ALT+Q on your keyboard and your cursor will automatically go to the "Quan" field.  This is handy when you are quickly entering products and do not wish to remove your hands from the keyboard.  You'll also notice that the buttons respond in the same way.  When you press ALT+P on your keyboard, it's the same as clicking on the "Paste" button with the mouse.

When using the mouse, you can take advantage of a couple tricks which will make entries go quicker.  If you double-click on the desired product, the pop-up box will act the same as "Paste & Continue."  If you press SHIFT on the keyboard and then double-click with the mouse, the pop-up box will act the same as "Paste"

Finally, the down arrow key may be used to move into the product list area.  If you are in the "First Letter," "Multi-letter" and "Partial Word Search" fields, you can press the Down Arrow on the keyboard to move to the products.

Out-of-Stock Indicators (Flags) - Level IV or greater

The first column of the product list is reserved for the out-of-stock indicators.  These are also called flags. The indicators or flags will be either a "B" for temporarily out-of-stock and "N" for permanently out-of-stock.  If you select a product with the "B" indicator, the product will be pasted to the Item Area with a sales code of "B" for Backorder.  (Out-of-stock indicators are set-up in the Product Information Database.)

If you select a product with the "N" flag, the product will be pasted to the Item Area with a sales code of "N" for "No Longer Available."  If, for some reason, you don't want to use these S-codes, you can always change them manually after you've finished pasting products.

The Level 5 (or higher) program also uses "L" which means "Low Inventory Flag."  This flag appears when you have Real Time Inventory Processing turned on.  (For more information, see Real Time Inventory Processing.)  When your inventory level drops below a certain point designated in the Product Information Database, AnyBook place the "L" flag beside the product's name to remind you that you are getting low on inventory.

Removing the Indicators (Flags) - Level 4 or greater

The term "flags" refers to the red "L", "B", and "N" letters next to the product's name in the pop-up list:

L - Low Inventory Flag. The inventory of this item has reached the level that you've established in the Product Information Database.

B - Temporarily Out-of-stock.  This is item is out-of-stock.  If you enter the item on the invoice, it will appear with a "B" sales code meaning "back-ordered."

N - Permanently Out-of-stock.  This is item is no-longer in stock.  If you enter the item on the invoice, it will appear with an "N" sales code meaning "no longer in stock."

If you revise your inventory and you need to remove the out-of-stock or low inventory flags, you can so by RIGHT Double-clicking on the Item.  Note that this is RIGHT double-clicking, not left double clicking.

You can also remove the flags in the Product Information Database  (PRODUCT TOOLS >> PRODUCT INFORMATION & CATALOG NUMBERS).  To remove the "B" flag, remove the checkmark from "Temporarily Out-of-stock."  To remove the "N" flag, remove the checkmark from "Permanently Out-of-stock.  To remove the "L" flag, remove the checkmark from "Low Flag."

Checking Inventory Level - Level 4 greater

You can also check on the inventory level of any of the items on the pop-up list.  To do so, click on the "Inventory" button.  In the Level IV program, the inventory figures come from the most recent inventory report.  To have up-to-date information, you may wish to run the inventory each morning before beginning order entry.  If you have Level 5 (or higher) program, the Real Time inventory feature will provide you with up-to-the minute inventory levels.  (For more information, see: Real Time Inventory Processing)

 

Additional Information about Products:

Product Database Screen: General Information

Product Database Screen: Indicating a Starting Inventory

Product Database Screen: Adding Inventory

Entering Products on the Main Invoice Screen

Scanning Product Barcodes

Entering Catalog Numbers on the Main Invoice Screen

Changing a Catalog Number

Categories

Importing Products

Running an Inventory