Products
Last updated
Last updated
A product is an item that you offer to your customers. Some organizations and systems refer to these simply as "Items."
A product is usually associated with many assets, which correspond to all the assets of that product type. There can be many assets for a single product, which helps to group assets. (Note: a single asset can belong to only one product type.)
For example: a single product Lawnmower might be associated with many assets with serial numbers MOW-101, MOW-102, MOW-103, and so on.
To see a list of all products, navigate to the product catalog in the configuration menu under your user name at the top right.
Here you will see a table with product names and associated assets.
Use the search or filter options to refine the product catalog.
To view the full details of a product, click the name of the product.
The product details page will appear showing the product details.
This page includes the product name, inventory type, and archive status. It includes sections for product fields, as well as all assets associated with this product:
Product details also include a full audit log of the changes made to the product over time.
To create an individual product, click the "Add product" button and a window will appear. Enter the product's name and click "Add."
Name is the only field required to create a new product.
To import products in bulk, configure an integration with a CRM or ERP, or to set up API access, please contact support.
To edit a product, click the pencil icon ✏️ in the product details window.
A small window will appear to edit the product's name.
Archiving objects hides the object from the list view and dropdown menus. The object can still be viewed in the list by selecting the "Archived" option. Archived objects still appear in dropdown menus when searched by name.
To archive a product that is not yet archived, click the archive icon 👁️🗨️ in the product details window.
A small badge will appear on the product indicating Archived.
The product will now be visible in the product catalog only when "Archived" is selected.
To unarchive a product that is already archived, open the product details and select the unarchive icon 👁️🗨️ in the product details window.
Product fields define data that may be relevant for all the assets of that product type. These fields appear on each asset of this product type, so that the fields can be filled in as asset metadata. Learn more about managing product fields.
