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Products

The Products Catalog is the master list of everything you sell. It shows live stock and pricing and is organized into four tabs: Products, Add Product, Bulk Import, and Pricing Rules.

Products Catalog

Overview​

Summary cards show Total Products, Total Value (retail with cost shown), Categories, and Recently Added. The Products tab lists every product with stock aggregated across locations; the other tabs let you add one product, import many, or set up automatic pricing rules.

Tabs in detail​

Products​

  • Search across name, code, SKU, brand, category, tags, and description.
  • Filters: Category, Status (Active / Inactive / Discontinued), Stock Status (In / Low / Out).
  • View modes: Standard (table) and Groupable.
  • Per-product inventory: total available, stock-status badge, location count, tracked-items and bulk counts, reserved.
  • Row → product detail modal for full view/edit.
  • Refresh (reloads stock) and Export (CSV with pricing, inventory, dates). 20 per page.

Add Product​

A guided form in steps:

  1. Basic Information — Name (required), Description, SKU, Barcode, Model, Category and Brand (with inline "create new").
  2. Pricing — Cost Price, Retail Price, MSRP.
  3. Physical Properties — Weight, Dimensions.
  4. Configuration — Has Options (variants), Track Inventory, Active, Archived.
  5. Media — Primary image URL + additional images.
  6. Variants (if Has Options) — define attributes (Size, Color…) and values; variants auto-generate with per-variant SKU suffix, price/cost adjustment, and default flag.
  7. Vendors — link vendors with their SKU, cost, minimum quantity, lead time, and a primary flag.

Duplicate SKU/barcode is blocked (case-insensitive). On save you get a confirmation and land back on Products.

Bulk Import​

  • Download a Simple (required fields) or Comprehensive CSV template.
  • Required columns: name, sku, model, category, msrp, brand. Recommended: barcode, costPrice, retailPrice, productType, weight, dimensions, imageUrl, tags, description.
  • Upload → per-row validation (missing fields, bad numbers, duplicate SKU/barcode).
  • Per-row action: Create, Merge (match existing by SKU/barcode), or Skip.
  • Results summary: created / merged / skipped / failed counts.

Pricing Rules​

  • Summary cards: Total / Active / Inactive rules, applications, total & average discount.
  • A rule has: Name, Type (Product-specific, Category-wide, Tiered, Volume, Seasonal…), Adjustment Type (Percentage / Fixed amount), value, min/max price & quantity, priority, effective date range, target product/category IDs, and optional approval threshold.
  • Actions: Create, Edit, Delete, Activate/Deactivate. List or grid view.

Step by step: add a product​

  1. Open the Add Product tab.
  2. Fill Basic Information (Name is required) and Pricing.
  3. Toggle Track Inventory; enable Has Options if it has variants.
  4. (Optional) add media, variants, and vendors.
  5. Click Create Product.

Tips & best practices​

  • Keep SKUs and barcodes unique — the catalog enforces it and uses them for labels and scanning.
  • Use Bulk Import for large catalogs; export first to get the column format.
  • Mark items Inactive instead of deleting to hide them from sale while keeping history.
  • Pricing Rules apply automatically at checkout — set conditions (min quantity, dates) to target them.

Troubleshooting​

IssueFix
"No products found"Empty catalog — click Add your first product
Duplicate SKU/barcode errorEdit the existing product or use a unique identifier
Stock not updatingClick Refresh; confirm inventory exists in Inventory → Management
Import row failedRead the row error (date/number/required field) and re-upload

What's next​