Products
A product is an item that you offer to your customers. Some organizations and systems refer to these simply as "Items."
Understand product relationships
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.
List all products
To see a list of all products, navigate to the product catalog in the configuration menu under your user name at the top right.
The product catalog is a table with product SKUs, product names, product type, and any associated assets (if applicable).
Use the search or filter options to refine the product catalog.
View individual product details
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, product SKU, inventory type, and archive status. It includes sections for product fields, the bill of materials, 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.
Create a product
To create an individual product, click the "Add product" button and a window will appear. Enter the product's name, an optional SKU, and select the product type:
Inventory products (such as equipment and devices) are used to track assets
Non-inventory products (such as software and services) do not have associated assets
Name is the only field required to create a new product.
Bulk creation
To import inventory products in bulk, you can upload new assets with new product information and products will be created automatically. You can also configure an integration with a CRM or use your own data by setting up API access. If you'd like to set up an integration with your ERP, please contact support.
Edit a product
To edit a product, click the pencil icon ✏️ next to the product's name in the product details page.
A window will appear to edit the product's name and SKU.
Once a product has been created, the Inventory status cannot be changed. If you want to create a different product of the same name with a different inventory status, simply archive the current product and create a new one.
Define product bill of materials (BOM)
An inventory product may have a default bill of materials (BOM) defined by adding parts to the product. This BOM definition is used to pre-populate the expected unit counts for each part when building an assembly.
BOMs can be changed at any time and will only affect new assemblies that are built after the change.
Archive a product
To archive a product that is not yet archived, click the 👁️🗨️ Archive button on the product details page. A small badge will appear on the product indicating that it has been 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 page and select the 👁️🗨️ Unarchive button.
Product fields
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.
Last updated