MRSweb - Lesson 15.4 - Product Catalog - Sidebar

​Lesson 15

Chapter 4 - Product Catalog Sidebar

In Lesson 2.4 Settings, we learned about customizing your MRSweb with the use of Settings.  In Lesson 2.7 Sidebar, we learned more about the Sidebar in MRSweb.  The Sidebar setting is not available on the Home page, but is available in all other areas of MRSweb. 

! In Settings, check "Landscape" to make sure the Sidebar appears in your pages.

The Product Catalog Sidebar provides a calendar, pre-filtered views, page view options, and more.  

Desktop view (below) shows the Sidebar on the left side of your screen.​

Click or tap "Sales -> Product Catalog" on the Menu bar to access the Sidebar.

Desktop view - Product Catalog  Sidebar
Starting at the top:
​
- Hamburger icon to the left of        MRSware CRM
  - click or tap on the icon to               minimize the Sidebar
  - click or tap on the icon to               maximize the Sidebar

- Monthly calendar
  - click or tap on the arrows to           move the month back 
     or forward
  - note the current day is                   highlighted​

​

Tap or click on your preference

A checkmark will appear next to your selection

- Discontinued - the date a product was eliminated
​   from a Manufacturer's product offering
- Created On - the date a product was added to the         Product Catalog
- Last Modified - the date the product was last edited
- Today - move to today's date on the calendar​

There are some pre-filtered view options set up in MRSweb.

Tap or click on any to see one of the pre-filtered views. 
​
- All Products lists all items in the Product Catalog,        regardless of status
- Active Products list only the items currently available
  for sale from the Manufacturers
- New Products lists any new items added to the
  Product Catalog within the last two months
- Discontinued Products lists only the items that have
  been eliminated from the Manufacturer's product
  offering
​

There are different view options set up in MRSweb.

Tap or click on the view you prefer.

 - Grid - spreadsheet format - column headers with
     rows below; scroll up and down to view next 
     product item; scroll across to view more columns
  - List - block format - information is contained
     in a single block; scroll up and down to view next
     product item
  - Cards - file card format - information is 
     contained in a file card block; scroll left, right, up,
      and down to view next product item
  - Charts - not available in the Product Catalog
​  - Calendar - not available in the Product Catalog

 ​​- Tab bar - menu bar buttons, across the bottom
  - Tap or click on any of the icons to take you to (left       to right):
     - Contacts
     - Manufacturers
     - Customers
     - Apps (more options)
     - Settings
​

Mobile view - Product Catalog Sidebar

i - Notice there is no Sidebar calendar in the             mobile view.

​There are some pre-filtered view options set up in MRSweb.

Tap or click on any to see one of the pre-filtered views. 
​
- All Products lists all items in the Product Catalog,        regardless of status
- Active Products list only the items currently available
  for sale from the Manufacturers
- New Products lists any new items added to the
  Product Catalog within the last two months
- Discontinued Products lists only the items that have
  been eliminated from the Manufacturer's product
  offering

​There are different view options set up in MRSweb.

Tap or click on the view you prefer.

 - Grid - spreadsheet format - column headers with
     rows below; scroll up and down to view next 
     product item; scroll across to view more columns
  - List - block format - information is contained
     in a single block; scroll up and down to view next
     product item
  - Cards - file card format - information is 
     contained in a file card block; scroll left, right, up,
      and down to view next product item
  - Charts - not available in the Product Catalog
​  - Calendar - not available in the Product Catalog

​

​- Fit to Width - this setting changes the width of your columns; when checked you can view more column headers

- Multi Selection - allows you to multi-select journals, for filtering, sorting, grouping, etc

- Inline Editing - provides editing in a specific field without having to click or tap "edit"

- Refresh - refreshes your screen
​