Catalog Management

Learn how to create, edit, and organize products in your catalog.

Creating Products

Step 1: Navigate to Products

1. Go to ERP > Products
2. Click Add Product

Step 2: Enter Basic Information

Step 3: Set Pricing

Step 4: Configure Stock Settings

Step 5: Add Media

1. Click Upload Image
2. Select product photo
3. Crop and adjust as needed
4. Save

Step 6: Save Product

1. Review all information
2. Click Save as Draft or Save and Activate

Editing Products

Finding Products

Search products by:

• SKU - Exact or partial match
• Name - Text search
• Category - Filter by category
• Status - Draft, Active, etc.

Making Changes

1. Open the product
2. Click Edit or modify inline
3. Make changes
4. Save

Change History

View product changes:

1. Open product
2. Go to History tab
3. See all modifications with timestamps

Bulk Operations

Import Products

Import products from spreadsheet:

1. Go to Products > Import
2. Download template
3. Fill in product data
4. Upload completed file
5. Review import preview
6. Confirm import

Template columns:

Export Products

Export catalog data:

1. Go to Products > Export
2. Select fields to include
3. Choose format (CSV, Excel)
4. Apply filters if needed
5. Download file

Bulk Edit

Update multiple products:

1. Select products in list
2. Click Bulk Actions
3. Choose action:
   • Update category
   • Change status
   • Adjust prices
4. Confirm changes

Product Variants

For products with variations (size, color):

Creating Variants

1. Create base product
2. Go to Variants tab
3. Define variant attributes
4. Generate variant combinations
5. Set prices per variant

Variant Example

Base: T-Shirt (SKU: TSHIRT)

Product Status Management

Activating Products

• Products start as Draft
• Activate when ready for use
• Appears in order forms

Deactivating Products

• Temporarily hides from order forms
• Existing orders unaffected
• Stock remains tracked

Discontinuing Products

• Permanently removes from order forms
• Historical records preserved
• Cannot be reactivated

Best Practices

SKU Conventions

Develop consistent SKU patterns:

CATEGORY-TYPE-VARIANT
Example: ELEC-CAB-USB3

Category Organization

• Keep hierarchy 3 levels or less
• Use clear, descriptive names
• Review and consolidate periodically

Pricing Accuracy

• Update prices before activating
• Review margins regularly
• Consider volume pricing tiers

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