Products

Nova Office maintains a number of different types of Product lists:

·      All Products – lists all possible products.

·      Default Products – a subset of all products that lists ones configured as ones your company normally provides. Nova Office ships with a number of Products pre-configured as Default Products.

·      Client Products – lists the products that a Client typically requests, as well as the price you normally charge. A separate list is maintained for each client.

·      R. E. Professional Products – lists all the products that a R. E. Professional typically completes, and the fee paid. Each R. E. Professional has a separate list.

·      Case Products – lists all the products requested for a case, as well as the fees charged. Each case has its own list.

Add Products to the All Products List

1.   Select File | New | Product. The New Product dialog is displayed, as depicted below.

2.   Enter an available Product ID

3.   Enter a description of the Product

4.   Check the Default Product box if desired

5.   Fill in a Default Fee. Note: this can be overridden at the Case and/or Client level.

6.   Leave the other three fields blank in most cases.

Tech note: in order to associate a Product with a Form, Form Name and File Extension must match the corresponding entries in the FORM_DEF table (the FD_FORM_NA and FD_EXTEN fields respectively).

The New Product dialog

Make a Product a Default Product

1.   Select File | Open | Products. The Products List dialog (shown below), is displayed

2.   For any Product you wish to be a Default Product, simply check the box in the Default column of the grid.

The Products List

Add Products to a Case, Client, or R. E. Professional

Open the Case, Client, or R. E. Professional. Click the Products button. Select a Product. Click the Add button.