Managing products and catalogs
Overview
Products may be organised in folders, we call them categories. You may choose any kind of structure you need, name folders by product types, collection names, authors, etc. Products can be easily moved from category to category without any affect on the current manufacturing process. You may create any kind of deep nesting structure of folders.
Basics
To get to the "Products" page, click on the "Products" button on the sidebar menu of the application.
If you don't see "Products" page, you don't have the permission.
Adding product
Click on the "Add Product" button
Enter product name
Click on the ✔️ button
New product is created in draft mode. It means that this product is not accessible in production yet and needs to be published. See Product publishing and versioning
Adding category
Click on the "New Category" button
Enter category name
Click on the ✔️ button
Navigation
Easily navigate through folders by clicking on them. Navigation structure (breadcrumbs) present at the top of the page. Use them by pressing on needed folder or move backward via "back" button.
Renaming product and categories
Click on the "Rename" action button
Enter new name
Click on the ✔️ button
Moving product and categories
Move products into the folder (category) by clicking on the "Move to" button in the "More actions" menu of the product you want to move.
Move folder into another folder by clicking on the "Move to" button in the "More actions" menu of the category you want to move.
Move multiple products and categories into another folder at once by clicking on "Select" button and after selecting items, click on the "Move to" button on the top panel.
Duplicating product
To duplicate product, click on the "Duplicate" button in the "More actions" menu of the product you want to duplicate.
After clicking on the "Duplicate" button, the duplicated product will appear at the top of the product list with "copy" badge at the end of the product name, in the draft mode.
Deactivating Products
To prevent specific product from launching into production you can deactivate entire product.
To deactivate product, click on the "Deactivate" button in the "More actions" menu of the product you want to deactivate.
Deleting products and categories
To delete product or category, click on "Delete" button in the "More actions" menu of the item you want to delete.
Note that you can not delete products that have been produced or that are used as components in other products.
Move to another category
You can move products to categories (folders) from Product search page as well.
Click on "Select" button at the top panel.
Tick checkboxes near products you want to move.
Click on "Move to" butto
Select the category (folder) you want products move to
Click on the "Move to" button
Additional features
Product tags
Organise products with tags to manage products easily.
Adding tag
Click on "Manage tag" button in the "More Actions" menu or
Click on the "Products tag" icon on the product (if product already has tags)
Enter the tag's name into the input field
Click on the tag
Click on the "Save" button.
*To add a tag that already exists in the system:
Start entering the tag's name in the input field
Selects suitable option from the list
Click on the tag
Click on the "Save" button
Deleting tag
Click on the ✖️ button
Click on "Save" button
You can delete multiple tags at once
Quick search
To search products or categories, use the search filed on the All products page.
Clicking on the "product name" will open the product in detailed view.
Clicking on the "category name" will open the category in detailed view.
Clicking on the "Search" button will redirect to the Product search page. See Searching products
For more information on specific product management features, refer to the related articles listed below:
Product Versions and Publishing: Learn about creating and managing product versions.
Product Configurations: Discover how to define product configurations and manage options and parameters.
Adding Technical Documentation: Learn how to upload and manage technical documentation for your products.
Managing Photos and Files: Explore Hesh's features for adding and managing product photos and files.
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