The Articles overview screen in ReflexBlue
The Articles overview screen in ReflexBlue helps you manage articles. In this screen, you can see all created articles and can add, edit, or delete articles. You can also use various functions such as printing article reports, editing prices, and creating purchase advices.
You can open the Articles overview screen as follows:
- Open the menu in ReflexBlue with Ctrl+~ and select Management > Articles > Articles.
- You can also select this link to open the Articles overview screen directly.
Screen layout
The Articles overview screen displays a list of all articles and associated data. You can sort the list by selecting the column headers. The table below explains the data fields.
| Name | Description |
|---|---|
| Code | The article code. |
| Search name | The search name of the article. |
| Name | The name of the article. |
| Description | The description of the article. |
| Brand | The brand of the article. |
| Packaging | The packaging of the article. |
| Cost price | The cost price of the article. |
| Selling price | The sales price of the article. |
| Created | The date the article was created. |
| Created by | The user who created the article. |
| Modified | The date the article was last modified. |
| Modified by | The user who last modified the article. |
Select Refresh to update the list with the most recent data.
Adding an article
Add a new article in the Articles overview screen with these steps:
- Select Add Article.
- The Article detail screen opens. Fill in all required fields.
- Select Save to save the article.
Editing an article
Edit an existing article with the following steps:
- Find the article you want to edit in the Articles overview screen.
- Select the article and press Enter or double-click it. The Article detail screen opens.
- Make the desired changes.
- Select Save to save your changes.
Deleting an article
Delete an article as follows:
- Find the article you want to delete in the Articles overview screen.
- Select Delete.
- Confirm that you want to delete the article.
- The article will be set to inactive and is no longer visible in the overview.
Quickly editing multiple articles
Edit the data of multiple articles at once:
- In the Articles overview screen, select the articles you want to edit by checking them.
- Select Quick change.
- In the Quick change window, specify which data you want to change and enter the new values. Then select Ok to confirm.
Printing article reports
You can print reports that have been created for articles, such as an Article Overview which is standard in ReflexBlue. Follow these steps:
- In the Articles overview screen, select the articles you want to include in the report by checking them.
- Select Print.
- In the Select Report window, choose the desired report. You will first see a print preview before printing the report.
Editing article prices
Adjust article prices with these steps:
- Open the Articles overview screen.
- Select Edit Article Prices.
- In the Edit Article Prices screen, adjust the prices as desired.
Creating purchase advices
In the Articles overview screen of ReflexBlue, you can create purchase advices for purchase articles. This can be done in two ways: via purchase groups or for a manually selected set of articles.
The created purchase advices can be found in the Purchase Advices overview screen.
Creating purchase advices with purchase groups
Follow these steps to create purchase advices based on purchase groups:
- Open the Articles overview screen.
- Select Purchase Groups.
- In the Purchase groups window, fill in the following information:
- Article Group: Select the article group for which you want to create purchase advices.
- Date Range: Select this option if you want to create purchase advices for a specific period.
- All Orders: Select this option to create purchase advices based on all orders.
- Use article min/max stock: Select this option if you want to use the minimum and maximum stock levels of the articles when creating purchase advices.
- Select Ok to start the process. The purchase advices are created in the background. You will receive notifications about the progress.
Creating purchase advices for a selection of articles
You can also create purchase advices for a specific selection of articles:
- Open the Articles overview screen and select the articles for which you want to create purchase advices by checking them.
- Select Purchase Advice.
- The purchase advices are created in the background. You will receive notifications about the progress.
Viewing the stock timetable of an article
View the stock timetable of an article as follows:
- Open the Articles overview screen and select the article whose stock timetable you want to view.
- Select Stock Timetable.
- In the Stock Timetable screen, you can view the stock development of the selected article.
Updating food information for articles
When you change the food information (such as ingredients or allergens) of articles, the display of this information must be updated. This can be done for multiple articles at once:
- Open the Articles overview screen and select the articles for which you want to update the food information by checking them.
- Select Update food information.
- The food information is updated in the background. You will receive notifications about the progress.
Exporting selected articles
To export articles based on a selection, you must first create one or more export definitions. See Exporting data based on the selection for instructions.
Follow these steps to export articles:
-
Open the Articles overview screen and select the articles you want to export by checking them.
-
Select Export articles.
-
In the Select an export definition window, choose the desired export definition.
-
The export is performed in the background. You will receive notifications about the progress.
You can also view the progress of the export via the Imports/Exports overview screen.
Filtering articles in the overview screen
In the Articles overview screen, you can filter or search based on various criteria. The table below gives an overview of the available filters.
| Name | Description |
|---|---|
| Active/Inactive filter | Filters articles based on their active or inactive status. |
| Allergen | Filters articles based on present allergens. |
| Device/stock location | Filters articles based on the linked stock location or device. |
| Article group | Filters articles based on the article group. |
| Article selection group filter | Filters articles based on selection group. |
| Article type | Filters articles based on the article type. |
| VAT type | Filters articles based on VAT type. |
| Eancode CE | Filters articles based on the CE EAN code. |
| Eancode HE | Filters articles based on the HE EAN code. |
| Packaging articles | Filters articles marked as packaging. |
| External code (purchase) | Filters articles based on external purchase codes. |
| External code (sales) | Filters articles based on external sales codes. |
| Uses lot | Filters articles linked to lots. |
| Derived raw materials | Filters raw materials linked to derivative articles. |
| Has allergens | Filters articles with registered allergens. |
| Has food information | Filters articles with food information. |
| Has stock | Filters articles that have stock. |
| Purchase article quality | Filters articles based on purchase quality. |
| Sales article quality | Filters articles based on sales quality. |
| Main supplier | Filters articles based on the assigned main supplier. |
| Ingredient | Filters articles based on linked ingredients. |
| Purchase analysis group | Filters articles based on the analysis group for purchase. |
| Purchase article type | Filters articles based on the type (purchase). |
| Purchase article blocked | Filters blocked purchase articles. |
| Is food information outdated | Filters articles with outdated food information. |
| Customer assortment | Filters articles within a customer assortment. |
| Supplier | Filters articles based on supplier. |
| Brand | Filters articles based on brand. |
| Name | Filters articles based on the article name. |
| Description | Filters articles based on description. |
| Price group | Filters articles based on price group. |
| Tare type (purchase) | Filters articles based on tare type for purchase. |
| Tare type (sales) | Filters articles based on tare type for sales. |
| Orderable today (all suppliers) | Filters articles that can be ordered today from all suppliers. |
| Orderable today (main supplier) | Filters articles that can be ordered today from the main supplier. |
| Sales analysis group | Filters articles based on the sales analysis group. |
| Sales article type | Filters articles based on sales article type. |
| Sales article blocked | Filters blocked sales articles. |
| Sales article pick group | Filters articles based on the pick group. |
| Packaging | Filters articles based on packaging type. |
| Stock group | Filters articles based on stock group. |
| Name and code | Filters articles by search name or article code. |