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en:articles_configure

Configure/edit Articles


There are different ways to edit or configure an article from your article list. The following table provides an overview:

What? Where? How?
Open position By double-clicking on position in the article list. Instead of complete article list, individual items are displayed.
Depending on the type of position with preview image, product information, properties…
Edit article Select position and click Properties at the bottom of the pCon.basket Online. Article properties of configurable articles are arranged by category and are changed following selection.
For user articles, set articles and folders, enter a description in this view.
Camera view (article) 3D view is displayed in the middle of pCon.basket Online after opening the article.
More options: 3 dots menu at the upper right edge of the view.
Zoom or rotate to change the view.

3 dots menu:
• Show Dimensions
• Change Camera View (standard 2D views/orthographic view/perspective view)
• Adopt camera view for article list
Image:

Article (all editions)

Set article, user article, folder, text (PRO and Integration edition)
Properties dialog, Images tab Click placeholder under Custom article list image to insert an own image from your local directories. This image replaces the position image in the article list.

Click placeholder under Additional images to upload further article list images for the current position.

Image files in PNG, JPG or JPEG image format can be used. Up to ten additional images can be uploaded.
Offer texts (PRO and Integration edition) Select position and click Properties at the lower edge of pCon.basket Online. Enter or edit customer short text, customer long text, customer variant text, etc. at the right side of the of the article view.

Click the button to copy the manufacturer texts into the offer text fields.

Offer texts are saved automatically. They are taken into account for the PDF export.

Click to show if the respective text will be submitted with the offer or order.
Display of property values Right click on Configuration tab of the Properties dialog. Klick on Display mode. Set display mode:
• Text only
• Key only
• Key and text

Using the buttons above the article list, the following steps are possible for selected articles:

  • Delete
  • Cut
  • Copy
  • Paste from clipboard
  • In the 3 dots menu:
    • Rename (PRO and Integration edition)
    • Mark position as alternative (PRO and Integration edition)
    • Convert to user articles - Article number automatically receives a prefix, in the standard case “Special” (PRO and Integration edition)
    • Convert to Set Articles (PRO and Integration edition)
    • Split Set Article (PRO and Integration edition)
    • Update
    • Merge articles (PRO and Integration edition)
    • Move: Submenu with the options move up, move down, indent or out (alternatively: CTRL + arrow keys).

Edit positions via context menu

The features listed above can also be accessed in the context menu: Click the right mouse button in the article tree area to open the context menu.

In addition, these options are available in the context menu:

  • Collapse all: Hide subarticles
  • Expand all: Show subarticles

pCon.basket PRO and integration edition: Edit user articles

User articles are inserted by clicking User Article in the Article List. Articles from your user-defined catalog (pCon.basket PRO) are also inserted as manual items.

You can assign an article image, manufacturer and series ID, article number and article texts to user articles. If required, it is possible to enter the purchase price and sales price for user articles in different currencies.

en/articles_configure.txt · Last modified: 2021/11/23 10:15 by fbeetz

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