Add a product

To build up your catalog of products, you can add a product manually or import an Excel file.

Add a product manually

To add a product manually:

  1. On the menu bar, click Products > Products.

  2. On the Products page, click plus icon Add, and select plus icon Product.

  3. In the Product dialog, fill in the following fields.

    Field

    Definition

    Name

    The product name.

    Label

    The product label to display in the UI.

    Number

    The product number.

  4. Next to the Product family field, click Add plus icon and select the product families that the product is a part of.

  5. Click in the Short description field, and enter a brief description of the product.

  6. Next to the Commerce catalog field, click Add plus icon and select the commerce catalogs you want the product to be associated with.

  7. To create another product, select the Create another check box.

  8. Click Save. If you selected the Create another check box, the Product dialog displays where you can create another product. If you are not creating another item, the Products page opens.

    Note

    When you create another item, some of the fields are prefilled with values you already defined.

Add a product by importing an Excel file

To add a product by importing an Excel file:

  1. On the menu bar, click Products > Products.

  2. On the Products page, click plus icon Add, and select Import Excel.

  3. Browse to the Excel file or drop the Excel file into the dialog.

Tip

You can select a product and use the Export to Excel operation to download an Excel file containing data about that product. You can then use this as a template when creating a list of products to import.

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