Indexation of products

Introduction

Here you can read about how to index products in TimeLog. You can index your products used on customers, projects and contracts. You find the page under Projects -> Index products.

(This special feature will be released to customers on Advanced versions in 2020.)

Description

You can use the indexation page to make general price adjustments to your products, and decide which customers or projects to update.

You may have scenarios, where the price differs depending on the agreement with the customer, and you can use this page to reflect this on your projects.

For both indexing options, you can use the Latest indexation before date to do your indexation in smaller steps. When you enter a date, the results in the list will only present projects that have not been indexed after the entered date. If you have already indexed some products from the selected projects before the entered date, they will not show in the list.

The indexation date also helps you do your quality assurance and ensure that you do not do double indexing of the same products.

In the results list, you will see the number of contracts and the number of products that will be updated with your indexation.

Index with percentage

  • Select your criteria in the filter
  • Select to the right to index customers, projects or contracts
  • Click Show. Next to the Show button, there is an arrow which opens the opportunity to save the current filter or load and use previous filters You can collapse the filter, so you get more space for the projects list.
  • Enter the percentage in the field to the right. If all are indexed with the same percentage, mark it over the list and enter it in the field at the top
  • Click Index selected at the bottom
  • Enter a date
  • Click Save

You can continue your work in the system while TimeLog indexes your products.

Index with amount

  • Select price list and price group in the filter
  • Click Show. Next to the Show button, there is an arrow which opens the opportunity to save the current filter or load and use previous filters You can collapse the filter, so you get more space for the projects list.
  • Enter the amount in the field to the right
  • Click Next in the bottom
  • Select your criteria in the filter
  • Select to index customers, projects or contracts
  • Click Show
  • Mark the fields to the right
  • Click Index selected at the bottom
  • Enter a date
  • Click Save

You can continue your work in the system while TimeLog indexes your products.

Last updated 11 Jun 2020