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erp-manual:cloud:item:manage-image

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Manage Image

Use this section to learn how to upload, edit, delete, sort and set default image for Design, Raw material, General Item, Metal, Stone, Chemical or Steel.

Search and Open record

If you want to manage images for a design / item, then follow below steps to search and view.

  • Go to the respective menu eg: click on Design menu to or Raw material menu
  • Search for the record that needs to be modified
  • Open the record
  • Go to the tab named: Image

You can search using various filters: ID, Parent ID, Name, or Keywords

Note: Image upload, edit, delete activity changes are saved immediately when Confirm button is clicked, you do not have to click the Save button one more time.

After the record is opened, follow the below steps to perform various tasks.

Option 1: Upload Image

Open the record by following the instructions given under Search and Open section

  • Click on + Image button to add new image
  • A popup will open
  • You can select an image or drag and drop the image in the box provided
  • Provide the Type and Description
  • Mark “Set Default” if required.
  • Click Confirm button

Note: At a time only one image can be marked as default, setting an image to default will set the previous image default setting to false.

Option 2: Delete Image

Open the record by following the instructions given under Search and Open section

  • To delete an image, move your mouse over an image.
  • This will display action button to delete an image
  • Click on X button to delete the required image
  • A popup will open to ask for your confirmation, Click yes to delete

Option 3: Modify Image Description

Open the record by following the instructions given under Search and Open section

  • To edit an image, move your mouse over an image.
  • This will display action button to delete an image
  • Click on Pen shaped button to edit the required image
  • A popup will open
  • Modify the details as required
  • To show the image as default: Turn Set Default on
  • To show the image on the mobile app (only supported if you have a mobile app from SarasX for this module): Turn the Show on App? button to on
  • and then click Confirm button

Note: An icon will be visible to indicate the default image, a mobile shaped icon will be visible to indicate if the show on app is turned on.

Note: If you want to replace an existing image, then delete the current one and reupload the new one.

Option 4: Sort Image

Open the record by following the instructions given under Search and Open section

  • To sort the images, click on Toggle Sort Mode button
  • The images can now be dragged and sorted as required.
  • Drag the images with the help of mouse and arrange them in the order you need.
  • Changes are saved immediately
  • Click on Toggle Sort Mode button again once the images are in the order you want.
erp-manual/cloud/item/manage-image.1770371211.txt.gz · Last modified: 2026/02/06 09:46 by Kalpesh Popat