The Product Management page is where you can view product cards created in your Central Catalog. The concept of a product can most easily be understood as the name and associated information given to a specific item. Product cards are the 'shells' that hold inventory (batch specific) packages.
An example, you have a package of 25 bags of Valhalla CBD gummies that is kept in backstock storage, and another package of 50 bags of Valhalla CBD gummies on the sales floor from a different distributor and delivery date. The product is the Valhalla CBD gummy, and the product name will stay the same, independent of its physical count, location, package, etc.
Products
The Products List page contains a comprehensive view only table of all your store's products. These products can be edited in your Central Product Catalog.
Navigating Product Management
Rows: Each row represents a distinct product. From the main table, you can view basic information about each including brand, price, and size.
Filters, Search, and Sort: You can use the tools above the main table to narrow down these products.
To filter by category, select the icons of the categories you'd like displayed.
To search for a specific item, enter the name, brand, sku, size, UOM, or subtype into the search bar. When you click out of the text box or hit 'Enter' on your keyboard, the results will display.
To filter by products that are currently holding inventory or those that aren't, use the filter to the right of the search bar to select 'In Stock' or 'Not In Stock'.
To filter by inventory status ('Active' or 'Deactivated') use the far-right dropdown to select what you'd like shown.
Creating a New Product
To create a new product, navigate to your Central Catalog module and follow the instructions listed in our Central Catalog Documentation.
After you create a product, you'll be able to select the product during the Invoicing process to add inventory to it.
Product Card
The Product Card displays detailed, product-specific information. To open a Product List Card, click anywhere on a product’s inventory row. This opens the Inventory Card, where you can select the Product List Card.
Pro Tip! From the Product List Card, you can also navigate directly to the Central Catalog Product Card. Watch the gif below to fast track navigation!
This can be especially helpful when investigating product information displayed on your Ecommerce Menu.
Product Details
This section covers all the basic information about the product, such as name, classification, size, etc.
NOTE: While the 'External ID' field will accept a longer external ID, reporting, including the Data API, will truncate IDs that are longer than 65 characters to only the first 65 characters.
Pricing
This section is where you can view how much you charge customers for a product. You can choose to charge a Flat Price (where the item cost is fixed) or a Tier Price (which discounts higher quantities purchased). Read more about pricing management here.
Attributes
Attributes help to further define the product for the customer. They can appear on the retail label or in your menu and may also be used when creating discounts or reports.
General: refers to a variety of characteristics, such as how the flower was grown. Ex. 'organic', 'hydroponic', 'outdoor', etc.
Flavor: refers to the taste of the product. Ex. 'piney', 'fruity', etc.
Effect: refers to the feeling a user can expect to experience. Ex. 'energizing', 'euphoric', 'relaxing', etc.
Ingredients: refer to certain elements included in the product. This can be especially useful for noting ingredients in edibles that are commonly subject to dietary restrictions. Ex. 'dairy', 'gelatin', etc.
Treez Inventory Barcodes
This section will display the product’s barcode information and SKU within the Product List Product Card.
Barcodes can be manually entered by the user in your Product Catalog Product Card.
NOTE: Editing the product barcode won't affect the Treez inventory barcode, which is used for batch and shipment tracking. To learn more about the difference between product barcodes and inventory barcodes, click here.
eCommerce
This section allows you to view a display name, photo, and description of the product to your online menu. To edit these fields, navigate to Central Catalog to make changes.
You can set a minimum inventory level for the product to display online. If no information is added to this card, this product will be hidden from your online menu.
To manually hide this product from your menu, navigate to the Product Card within your Catalog and select 'Hide from Menu'. Navigate to 'How to Hide a Product from your E-commerce Menu' to learn more.
NOTE: For images in your eCommerce menu, the ideal image size is 640px x 640px and image file type is .PNG or .JPG.
Inventory
This Inventory card gives you a quick glance at the product’s inventory details and other helpful inventory-related information.
Files
This section allows you to view and upload documents related to the product. Ex. Testing results, photos, and brand literature.
History Log
The Catalog History Log tracks actions taken on this product so you can easily manage any modifications. This log includes any product information that was added or edited, as well as who made the change and when it was saved.
