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Product Catalogue

Let's get get your brands in, review your categories and set up all of your conditions!

Katie Bange avatar
Written by Katie Bange
Updated this week

​WATCH THE FUN VIDEO HERE or read the article below, your choice!
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OK, Let's get all your brands in, review your categories and set up your conditions!

Find Product Catalogue in Settings

Hop on over to Product Catalogue right from the settings page.

Find Product Catalogue in Settings

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Page Overview

This is your Product Catalogue. You have Brands,

Page Overview

Categories,

Page Overview

and Conditions!

Page Overview

First, we will look at Brands. Notice you can slide each brand on or off. Slide on every brand you will have in your inventory.

Brands

See how when you toggle one off, they re-arrange. This is to always keep the active brands at the top of your list.

The Brands re-arrange

Editing Your Brands

There's that edit pencil again, and you can use it to edit your brand names.

Editing Your Brands

Add a Custom Brand

If we don't have a Brand loaded that you sell, you can add one by clicking the "Add Custom Brand" button.

Add a Custom Brand

Name It

Name it and move on! Some Clients use this to add small items they might sell at the register, like range cords for example. Anything that would not be serialized.

Name It

Expand the Item List

Keep in mind many of the pages you will come across have the option to expand the amount of items shown, to make things move faster!

Expand the Item List

Archive a Brand

There's that archive icon again, Archive any brands you don't want to show on your list.

Archive a Brand

Next Stop - Categories

Access the Categories section.

Next Stop - Categories

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Category Map

Categories are defined at sub-levels for a certain group of appliances directly related to each other.

Category Map

This is really just a mapping visual so you can see how all of your categories are listed in the system. We have them all pre-loaded for you.

Visualize Your Inventory

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Add A Custom Category

You might need to add a new category. For example, maybe you sell dryer ducts, PEX piping, or other random items you want to organize. Just use this guy!

Add A Custom Category

Organize Your new Custom Brand

List it as you wish.

Organize Your new Custom Brand

Conditions

Next Up!... Conditions!

Conditions

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Understanding Conditions

Conditions are designated based on the physical state of an appliance. The only exception to this rule is using the "Floor Model" condition. See here, as I add it as a new condition..

Understanding Conditions

Pretty Simple.

Adding 'Floor Condition' as a Condition

Designating Sales Floor Tags

Now over here, I want to use Digital Tags for my Floor Models, so I slip that toggle over.

Designating Sales Floor Tags

Most Clients would want to keep the New condition as the default so when you are loading up Inventory it's already selected for you, but it's your choice of course!

Choose Your Default

Edit Your Conditions

I think you've caught on to the edit pencil by now

Edit Your Conditions

Delete a Condition

And here you can delete any condition, of course

Delete a Condition

Keep in mind, at least 1 condition must always remain active.

Note:

OH YEAH! Are you Shocked by how easy it is yet?

Wrap Up

Up Next.. Let's get your install methods all configured! Next Up: Install Settings
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Up Next..
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