Add Products Manually to the Products Library

Add Products Manually to the Products Library

Overview

Products can be imported from a file or manually added into the Products library. This workflow outlines the steps for manually adding a few products, one at a time.

If you need to add more than a few products, we recommend importing them from a file.



Add Products Manually

  1. From the black ribbon at the top, select Libraries > Products .

  2. Select the product group you wish to add your product in. Create a new product group if necessary.

  3. Click Add/move/remove > Add a new product .


  4. Populate the fields with the information you have available. The following is a mandatory field: Product code.
    You might have some custom product fields and custom sample fields available to you. Please only populate custom product fields for your products. Custom sample fields are to remain empty in the Products library so that they can be populated at the test level for each sample of the product, where applicable.

    If you would like to add some custom product and/or sample fields, please contact our Support Team and provide exact spelling of the field names, what type they should be (text, or choose 1, or number, or calendar, or image), and if they have choices, provide exact spelling of each choice and whether you want the choices to be alphabetized.

  5. Click Add product.

Did you know that you can set attribute limits to your products?


Once complete, samples of your products are ready to be added to tests in one of the following ways:
  1. Link generic samples to your product.

  2. Create samples directly from your products.

  3. Utilize the Sample List library to link your samples to products.



Update Products Manually

If it is convenient to update one or two products manually, follow the steps below. If you are planning on updating more than a few products, we recommend using the file update instead.
  1. From the black ribbon at the top, select Libraries > Products .

  2. Locate the product you wish to update or use the Find products feature to search for your product.

  3. Once you find the product, click on its Product code to open the Product card.

  4. Update the information as necessary and set attribute limits if so desired.




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