Product Management

Your product catalogue houses all the products your organization can place through the platform. Depending on your organizational structure, you can dictate what site will see what product(s) from your catalog. This will guide you through the process of creating and onboarding a new product to your organization.

1. Sign In

Click the sign in button

2. Categories

Once your workflow is configured as seen in the previous guide you will need to configure your category. When on-boarding a new product or editing an existing product you want to start from the categories section. Click the button on the left hand navigation.

3. Category Management

Here you will see any existing categories shared/owned by your organization. You can view the category details by clicking the tile. You can also add a new category by clicking the add category button.

4. Add New Category

Click the + button to add a new category.

5. Choose Design

The design engine selection will be different depending on what access your organization has. You will only see design engine workflows and versions that have been authorized to your organization. If you are creating a fully custom category that does not have a design engine attached to it you can skip selecting this feature and move to Step 8.

6. Design Version

Choose the design version you would like to use. Please note that older versions may have export access revoked.

7. Generate Attributes

This will automatically generate attributes associated with the product design.

8. Modify Attributes

Here you can modify and/or add any attributes and their dependencies. If you are building a custom category without a design engine, this is where you would build the product variant attributes.

9. Configure Attribute

Click on the configure button.

10. Setting Values

You can add any number of required values for an attribute.

11. Save

Once all category fields are added, click save to continue. Please note at lease one attribute must be required or dynamic to be saved.

12. Products

Once the category of product is created, we'll generate the actual product. Multiple products can live within a category. Click the products button from the left hand navigation menu.

13. Product Management

Here you will see all your existing products relegated to your Organization. You can modify any existing product by clicking on the product image. You can add a new product by clicking on the + button.

14. Product Name

Provide your new product a name.

15. Product Category

Choose a category from the drop down list.

16. Product Workflow

Choose a product workflow from the drop down list. For more information regarding workflows, please review this Article

17. Product Image

You can add five product images. The first image will be your product's hero image and appear on the product's page.

18. Product Description

Here you can add any product description you may have.

19. Permitted Organizations

If you have multiple organizations in your structure, you can dictate if you would like certain products to be shared across any number of organizations. Leaving this blank will automatically share across all your organizations

20. Alternate Products

If you have products that are within the same category and you would like the ability for an end user to swap between products during the ordering and design process, you can select alternatives from the pull down menu. Please note that this is setup per product, if you would like two products to be swapped between each other, you will need to set them as alternatives individually.