Manually register products

This setting allows greater management of supplies and their products, since the user will enter all the supply data, regardless of whether this data is stored in the printer's internal memory.

We recommend using this option for more complete supply management.

We also recommend that this option is not used in conjunction with the option to force the capacity of supplies.

Instructions

1. Configure monitoring of network printers and/or USB printers

2. Activate the monitoring of alerts, supplies and meters of services

Then create the products manually, by import or by integration:

Create products manually

1. Go to Supplies > Products > Inventory

2. Click on the ✚ button in the top right-hand corner

3. Fill in the desired data
   The fields have the following description:
   - Part number: part number of the product.
   - Product type: select a type from the list or register it. To register, select Other and name the registration (Enter the new product type field).
   - Product group: select a group from the list or register it. To register, select Other and name the record (Enter the new product group field).
   - Manufacturer: select a manufacturer from the list or register. To enter, select Other and name the entry (Inform a new manufacturer field).
   - Capacity: of the registered product. Only numeric characters can be entered.
   - Color: select a color from the list or register. To register, select Other and name the registration (Enter the new color field). If the product does not have this setting, select NoApply.
   - Description: the item's particular description.

Mandatory fields are marked with a red asterisk. The optional fields can be filled in with customized information according to the needs of the operation.

We recommend that all fields are filled in, as this data is valuable for generating effective indicators and helping to understand the operation's scenarios.

To avoid duplicate registrations, the system does not allow you to register products with the same Part number, Product type, Manufacturer, Capacity and Color. If this happens, modify the information or delete the duplicate entry.

4. Click the Save button to create the product and return to the grid, the Save and Open button to create the product and open its settings, or the Save and Create button to create the product and remain on the creation screen

To edit or delete a product, go to Edit or delete records.

Register products by import

1. Go to Supplies > Products > Inventory

2. Download the file with the standard import template at Download template

This action is a prerequisite for importing products. It allows the user to download the file with the standard import template, where the product base to be registered must be entered according to the fields requested.

3. Download the file with the parameters for insertion into the template at Download parameters

To enable the user to fill in the product import template correctly, NDD Orbix provides a download of the existing parameters for:

• Types

• Groups

• Colors

• Manufactures

When you press this button, a zip containing the CSV file for each parameter is downloaded. These files contain a list of all the items already registered, allowing the user to know which ones to fill in in the template's mandatory fields.

4. Insert the products into the downloaded template

In the downloaded file, fill in the product database with up to 1,000 items and no special characters.

The file must contain the following data:

• Required:

  • PartNumber

  • ProductType

  • Color

  • Manufacturer

• Optional:

  • ProductGroup

  • Capacity - minimum 0 and maximum 10,000

  • Description

In the ProductType, Color, Manufacturer and ProductGroup fields you must enter names already registered in the NDD Orbix portal, indicated in the parameter file.

5. Import the template in Import file

The file must be a maximum of 100kb in size.

The import will show 1 or more scenarios:

To edit or delete a product, go to Edit or delete records.

Register products by integration

To register products on the NDD Orbix portal via integration, use the Products API.

To edit or delete a product, go to Edit or delete records.

{{component-feedback-article}}