Alpha Catalog Management
Creating, editing, and managing products in your catalog
Catalog Management
Learn how to create, edit, and organize products in your catalog.
Creating a Product
Step 1: Navigate to Products
- Go to ERP > Products
- Click Add Product
Step 2: Fill in the Product Form
The creation form has the following fields:
| Field | Required | Description | Example |
|---|---|---|---|
| Product ID | Auto-generated | Unique identifier, format PRD{YY}{MM}{XXXXXX}. Can be manually entered | PRD2601000042 |
| Name | Yes | Product display name (checked for uniqueness) | Standard Widget |
| Description | No | Detailed product description | High-quality industrial widget |
| Category | No | Classification category from your category tree | Finished Goods > Widgets |
| Supplier | Yes | The supplier for this product | Acme Corp |
| Product Type | Yes | Determines product behavior (see below) | Finished Good |
| Currency | Yes | Defaults to tenant's default currency | EUR |
| Product Image | No | Upload an image file during creation | — |
Step 3: Save
Click Create to save the product. The product starts in an active state and is assigned a default base unit of Piece (pcs).
Pricing, units, and bill of materials are configured after creation on the product detail page.
Product Types
| Type | Description | Typical Use |
|---|---|---|
| Raw Material | Input materials for production | Steel, wood, components |
| Finished Good | Completed products for sale | Assembled products, packaged goods |
| Service | Non-stockable, time/labor-based | Installation, consulting, maintenance |
Product Detail Page
After creating a product, the detail page provides access to all product settings organized in tabs.
Info Tab
Core product information:
| Field | Description |
|---|---|
| Name | Product display name |
| Description | Detailed description |
| Category | Product category |
| Supplier | Associated supplier |
| Type | Raw Material, Finished Good, or Service |
| Visibility | Public or Private |
| Reference | External reference number |
| Brand | Brand name |
| Variant | Product variant identifier |
Cost & Units Tab
Pricing and unit of measure configuration:
| Field | Description |
|---|---|
| Base Unit | Primary unit of measure (see Units of Measure) |
| Conversion Units | Additional units with conversion factors |
| Sales Price | Price per unit |
| Cost | Cost per unit |
Physical Properties
| Field | Description | Unit |
|---|---|---|
| Weight | Product weight | Grams |
| Length | Package length | Centimeters |
| Width | Package width | Centimeters |
| Height | Package height | Centimeters |
| Volume | Package volume | cm³ |
Identification
| Field | Description | Example |
|---|---|---|
| GTIN | Global Trade Item Number | 5901234123457 |
| GTIN Type | Barcode standard | GTIN-8, GTIN-12, GTIN-13, GTIN-14 |
| Barcode | Scannable barcode value | — |
Stock Settings
| Setting | Description |
|---|---|
| Reorder Point | Stock level that triggers a reorder alert |
| Safety Stock | Minimum stock level to maintain |
Environmental Data
| Field | Description |
|---|---|
| CO₂ | Carbon footprint per kg |
| Lifetime | Product lifetime in days |
Environmental fields are only visible when the Environment scope is enabled for your tenant.
Bill of Materials Tab
Define the components that make up this product. See Bill of Materials for details.
Assets Tab
Manage product images and files.
Custom Fields (Metadata)
Add custom key-value metadata fields to store additional product information specific to your business needs.
Product Images
Upload During Creation
When creating a product, you can attach an image file directly in the creation form.
Upload from Product Detail
- Open the product
- Go to the Assets tab
- Upload images or documents
Import from URL
You can import a product image directly from a URL:
- Open the product
- Use the Import from URL option
- Enter the image URL
- The system downloads and stores the image automatically
The URL must point directly to an image file (JPEG, PNG, etc.). The system validates the content type before importing.
Editing Products
Finding Products
Search products by:
- Product ID — Exact or partial match
- Name — Text search
- Category — Filter by category
- Supplier — Filter by supplier
- Type — Raw Material, Finished Good, Service
Making Changes
- Open the product from the product list
- Edit fields inline or via edit modals
- Changes are saved immediately
Audit Trail
All product changes are recorded with:
- Who made the change
- When the change was made
- What was modified
Bulk Operations
Import Products
Import products from a spreadsheet:
- Go to Products > Import
- Download the template
- Fill in product data
- Upload the completed file
- Review the import preview
- Confirm the import
Template columns:
| Column | Required | Description |
|---|---|---|
| sku | Yes | Unique product identifier |
| name | Yes | Product name |
| category | No | Category path |
| unit | No | Unit of measure |
| purchase_price | No | Cost price |
| sale_price | No | Selling price |
Export Products
- Go to Products > Export
- Select fields to include
- Choose format (CSV, Excel)
- Apply filters if needed
- Download the file
Permissions
| Permission | Allows |
|---|---|
READ_PRODUCTS | View products and product details |
CREATE_PRODUCTS | Create new products, generate IDs |
UPDATE_PRODUCTS | Edit products, manage UOM, manage BOM, upload assets |