Working with Products List

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The Product master list contains the list of products for which you can enter a claim. As with the other lists, you can create new product records at any time. You can also update or delete existing records at any time.

You can capture product line detail with the Business Group and Product Line information by having it linked to the product. This allows for detailed reporting of losses within the product classes. This information is not required to enter a product.

Adding a Business Group

You can add a business group at any time. Once you add a business group to myEZClaim, you can use the group when creating or modifying a product.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Business Groups. The Business Groups page opens. A list of Business Groups is displayed and sorted by name.

3. Click the Add Business Groups button. The New Business Group dialog box opens.

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4. In the Display box, enter the name of the business group.

5. Click the Save button. Click the Close button if you do not want to save this new record. Either way, you are returned to the Business Groups page. If you saved the new record, it is displayed in the list.

Editing a Business Group

You can edit an existing business group record at any time. The process of editing an existing record is similar to that of creating a new record.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Business Groups. The Business Groups page opens. A list of Business Groups is displayed and sorted by name.

3. Click the Business Group you want to edit. The Business Group Properties dialog box opens.

4. Make the necessary changes and then click the Save button. You are returned to the Business Group page.

Deleting a Business Group

You can delete an existing record at any time. You should use caution when deleting a record; once it is deleted it cannot be recovered.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Business Groups. The Business Groups page opens. A list of Business Groups is displayed and sorted by name.

3. Click the Business Group you want to delete. The Business Group Properties dialog box opens.

4. Click the Delete button. A message is displayed asking "Are you sure you want to do this?" Click OK to delete the record, click Cancel to leave the record and return to the listing window. If you click OK, the record is permanently removed from the list. Click Close to return to the address listing window. The record is not deleted.

Adding a Product Line

You can add a product line at any time. Once you add a product line to myEZClaim, you can use it when creating or modifying a product.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Product Lines. The Product Lines page opens. A list of Product Lines is displayed and sorted by code.

3. Click the Add Product Line button. The New Product Line dialog box opens.

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4. In the Code box, enter the code for the product line. The code must be unique.

5. In the Display box, enter the name of the product line.

6. Click the Save button. Click the Close button if you do not want to save this new record. Either way, you are returned to the Product Lines page. If you saved the new record, it is displayed in the list.

Editing a Product Line

You can edit an existing product line record at any time. The process of editing an existing record is similar to that of creating a new record.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Product Lines. The Product Lines page opens. A list of Product Lines is displayed and sorted by code.

3. Click the Product Line you want to edit. The Product Line Properties dialog box opens.

4. Make the necessary changes and then click the Save button. You are returned to the Product Lines page.

Deleting a Product Line

You can delete an existing record at any time. You should use caution when deleting a record; once it is deleted it cannot be recovered.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Product Lines. The Product Lines page opens. A list of Product Lines is displayed and sorted by code.

3. Click the Product Line you want to delete. The Product Line Properties dialog box opens.

4. Click the Delete button. A message is displayed asking "Are you sure you want to do this?" Click OK to delete the record, click Cancel to leave the record and return to the listing window. If you click OK, the record is permanently removed from the list.Click Close to return to the address listing window. The record is not deleted.

Adding a Product to the Product List

You can add a product to the Product Master List at any time. Once a product has been added to the list, you can use that product in a claim.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Products. The Product page opens. A list of Products is displayed and sorted by Code.

3. Click the Add Product button. The New Product dialog box opens.

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4. Enter a value for the Code. This value is used for tracking information on this product. You must use a unique code for each product you enter. If you use a code that has already been assigned to another product, an error message is displayed.

5. Move to the Display box and enter a description for the product. You cannot save a product without a description.

6. Move to the Price box and enter the non-discounted price of the product.

7. Move to the Weight box and enter the weight of the product.

8. Move to the Actual Rate box and enter the discounted price of the product.

9. Select a Business Group from the list. This is not required to add a product to the Product Master List.

10. Select a Product Line from the list.This is not required to add a product to the Product Master List.

11. Click the Save button. Click the Close button if you do not want to save this new record. Either way, you are returned to the Products page. If you saved the new record, it is displayed in the list.

Editing an Existing Product Record

You can edit an existing product record at any time. The process of editing an existing record is similar to that of creating a new record.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Products. The Product page opens. A list of Products is displayed and sorted by Code.

3. Click the record to be modified. The Product Properties dialog box opens.

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4. Move to the appropriate box and make the required change.

5. Click the Save button. Click the Close button if you do not want to save this new record. Either way, you are returned to the Products page. If you saved the new record, it is displayed in the list.

Deleting a Product Record

You can delete an existing record at any time, as long as it is not associated with a claim. You should use caution when deleting a record; once it is deleted it cannot be recovered.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Products. The Product page opens. A list of Products is displayed and sorted by Code.

3. Click the record to be deleted. The Product Properties dialog box opens.

4. Click the Delete button. A message is displayed asking "Are you sure?" Click OK to delete the record, click Cancel to leave the record and return to the listing window. If you click OK, the record is permanently removed from the list, as long as it is not associated with any claims. If it is associated with any claims, an error message is displayed. Click Close to return to the address listing window. The record is not deleted.