Working with description texts on items & categories

Texts are used to define a description of general facts and make it possible to define a graphical layout of this information (Bold, Italic...).

Texts can be translated into different languages and linked to various entities (item, item group, product group, etc.). They can be imported in bulk from an Excel file, or they can be defined directly on any selected entity.

Create a text on an item

1. Using Alt+Q, search for items and open the relevant link, or access Product Information > Items
2. Select an item in the list and open its item card
3. On the item card, go to FastTab Descriptions

   Note

   If you cannot see the abovementioned FastTab, please check your Pimics license.

4. In the newly opened list create a new line and specify the following:
   1. Select Description Class from the list

1. If you don't see any line in the lookup, create a new description class:
   1. In the dropdown select New
   2. The new page is shown
   3. Set the field Code - it can be any name that you require (e.g. BASE, MANUFACTURER,...)
   4. Select OK to close the page
   5. Select the description class
2. Click the button Edit Text in the upper pane to specify the description of the product in rich text format

6. Close the item card

Rich text

Pimics 365 enables to create rich text of Entities and attached it to the Card of the entity. Specific description and extended text can be same for items.

Create and add a rich description to the Entity

1. Go to list of Entity (Product Information/Item or Item Group or Product Group or Chapter or Catalog Group), for which you want to add a Description.
2. Choose and open the Entity Card from the list.
3. On the ribbon tab and click on Description button (in the Master Data/PIM section).
4. Click on New or click to new line.
5. Select Description class from the list or create a new one, defining purpose of use of the description
6. Select Extended Text Code, if you want to add prepared text, or on the Home ribbon tab click on Edit Text button to open the editor and enter the specific text.
7. The Description Title field is filled automatically by Description Class.
8. Source Type and Source Code provide information about the source of the description.

Extendet Text

Create a new Extended Text

1. Choose the Search icon, enter Extended Texts (Product Information / Extended Texts), and then choose the related link.
2. Choose the New action and the new Extended Text Card page will be opened.
3. Press Enter to generate a new Code from the default Number Series or type in an unique code manually.
4. In the Description field, alternatively Description 2 field, enter the name of the extended text.

Manage extendet Text

1. In the System Status field, keep the information about the state of the Extended Text processing (New, Under Develop, Certified).
2. In the Checklist Number field, select the Checklist which can be used to validate the Extended Text.
3. In the Class Description field, select the class from the list, the text belongs to, or create a new one.
4. In the Publication Group field, select the Publication Group from the list for this Extended Text.
5. On the Home ribbon tab, select Edit Text button to open the editor.
6. Enter the appropriate text.
7. Click on OK icon to save and close the editor. The text is displayed on the right side in FactTab.
8. On the Translations FastTab, create a list of translations by selecting the Language Code and filling in the fields Description / Description 2 for the specific Language Code.
9. On the Translations FastTab, select the function Extended Text / Edit Text to open the editor.
10. Enter the appropriate text in the corresponding language.