Adding and editing products

A product is the single source of truth for one item you sell. Enter its details once and every document reads from it. Open Products and choose Add product, or add one on the fly from New document, where only a name (and optionally a model number) is needed. Open the product later to add the rest.

The fields

Product name and Industry are required. Everything else is optional, but the more you fill in the more templates can be completed without asking you questions.

Below those sit the parts of a product that are lists rather than single values: technical parameters, test reports and market compliance. They are covered in Technical parameters, test reports and compliance.

Add, edit, delete

• Add. Products > Add product. Fill in what you know and save.
• Edit. Open a product and choose Edit, or use the row menu in the products list.
• Delete. The three dots menu on the product page, or select rows in the list and choose Delete. Documents already made from a product are kept.
• Draft safety. If you leave a new product half way through, a draft is kept in this browser and restored when you return.

Your catalog and your plan

The line under the title on the Products page shows how many products your plan includes. At the limit the button changes to Product limit reached. Upgrade. If a downgrade leaves you over the limit, everything stays visible, editable and exportable. You just cannot add new products until you are under it. See plans and credits.

Good habits

• Write key features as short phrases, one per line. Templates turn them into bullets.
• Keep the model number exact. It is what people search for and what appears in file names.
• Put units in specifications (a separate Unit column), not inside the value.
• Use the same category names across products so filtering stays tidy.