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.

Adding an article

Add a new article in the Articles overview screen with these steps:

1. Select Add Article.
2. The Article detail screen opens. Fill in all required fields.
3. Select Save to save the article.

Editing an article

Edit an existing article with the following steps:

1. Find the article you want to edit in the Articles overview screen.
2. Select the article and press Enter or double-click it. The Article detail screen opens.
3. Make the desired changes.
4. Select Save to save your changes.

Deleting an article

Delete an article as follows:

1. Find the article you want to delete in the Articles overview screen.
2. Select Delete.
3. Confirm that you want to delete the article.
4. 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:

1. In the Articles overview screen, select the articles you want to edit by checking them.
2. Select Quick change.
3. 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:

1. In the Articles overview screen, select the articles you want to include in the report by checking them.
2. Select Print.
3. 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:

1. Open the Articles overview screen.
2. Select Edit Article Prices.
3. 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.

Creating purchase advices with purchase groups

Follow these steps to create purchase advices based on purchase groups:

1. Open the Articles overview screen.
2. Select Purchase Groups.
3. 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.
4. 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:

1. Open the Articles overview screen and select the articles for which you want to create purchase advices by checking them.
2. Select Purchase Advice.
3. 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:

1. Open the Articles overview screen and select the article whose stock timetable you want to view.
2. Select Stock Timetable.
3. 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:

1. Open the Articles overview screen and select the articles for which you want to update the food information by checking them.
2. Select Update food information.
3. The food information is updated in the background. You will receive notifications about the progress.

Exporting selected articles

Follow these steps to export articles:

1. Open the Articles overview screen and select the articles you want to export by checking them.

2. Select Export articles.

3. In the Select an export definition window, choose the desired export definition.

4. 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.