Customizing Content display
Your content display can be customized in EEXAR, information such as
Categories headers, Table headers and content in Exports can be customized to match your business needs.
The
Categories headers are the name you give to each level of categories within your Domain. EEXAR supports 3 levels of categories, their default name are as follow
1st level: Category
2nd level: Sub-Category
3rd level: Further Sub-Category
You can customize these headers to match your business needs.
To change the Categories headers
- Go to Settings > Content display.
- In the Table headers tab, select the desired category level.
- Click Edit.
- Change the name and click Apply.
Note:
Categories headers are used for XLS import, if you change your Categories headers name, you'll need to change them also in the XLS file you're using to mass import Products to your Domain. The
Table headers are the information that are available at a glance when you arrive in a Product Folder, they give you the important information you before you go into the details of Products. You can customize this display under the settings.
To change the Table headers
- Go to Settings > Content display.
- In the Table headers tab, pick the desired product details.
- Click Update.
Info:
You can change the order in which they are displayed inside the table by drag and dropping the element over each other.
Exports
In
EEXAR, Users might come to the point at which they will need the data
outside of the system to work on specific duties. As a Super Admin, you
can choose what information can be downloaded. There is two types of Exports: XLS and PDF.
XLS
This export converts the data to a file you can open in other apps such as Excel for example, it becomes very handy to manipulate huge amount data at once. But for confidential reason, you might not want your employees to be able to download your entire product database. This is where you choose what can be downloaded.
Note:
These settings only concern XLS exports made by Internal Users
The XLS exports concerned by these settings are the following ones:
- Products Folders
- Products
To change the information downloaded in XLS
- Go to Settings > Content display.
- In the Exports tab, under EXCEL pick the desired product details.
- Click Update.
Info:
You can change the order in which they are displayed inside the table by drag and dropping the element over each other.
PDF
This
export converts the data to a printable document you can open in other apps such as
Adobe Reader for example, it becomes very handy to format data
in a readable and digest document.
Note:
These settings concern PDF exports made by ALL Users
The PDF exports concerned by these settings are the following ones:
- Products in Catalog
To change the information downloaded in PDF
- Go to Settings > Content display.
- In the Exports tab, under PDF pick the desired product details.
- Click Update.
Info:
You can select up to 8 Product details
You can change the order in which they are displayed inside the table by drag and dropping the element over each other.
Tabs
Tabs are optional, but they are a great way to organize your Product Details into categories, so you and your users can better and faster identify the right information.
To create a tab
- Go to Settings > Content display.
- In the Tabs tab.
- Click Add Tab.
- Give it a name.
- Pick the Product Details you need to be displayed in this tab.
Info:
You can have the same Product Details in multiple Tabs
You can change the order in which the Product Details are displayed inside the tab by drag and dropping the element over each other.
SEE ALSO
Related Articles
Customizing Product fields
Product fields in EEXAR Software, lets you categorize and organize various aspects of your Products such as Quality Assurance, Marketing, Sales, Logistics information and the like. Product fields are represented in the form of card in the Product ...
Customizing Price Types
Price Types in EEXAR, let you run multiple pricing, these Price Types are nested in different logic such as Products, Projects, Reports, Permissions and so on. To create Price Types you'll first need to establish Currencies for your Domain, more ...
Customize your Account
Every business has its own unique sales and marketing processes, which is why EEXAR lets you customize the product to fit your business needs. As a Super Admin it is important that you identify and list out such requirements and tailor the product to ...
Understand your EEXAR Account
Key Terminologies We use terms such as Products, Media, Domains, Projects, Groups, Users, etc. Following are the list of such terms and their definitions as used in EEXAR. You can refer to more such terms in the EEXAR Glossary. Domains Users Domains ...
Introduction to Products
Managing products data can often become overwhelming due to the extensive amount of information for each product. EEXAR provides you with the tools to easily manage your product data by having a clear database of products that will make your day to ...