Managing Products
Edit, search, and organize your product catalog
Keep your product catalog organized and up-to-date for efficient offer creation.
Finding Products
Search
Use the search feature to find specific products:
- Select a search field from the dropdown:
- Product number
- Name
- Article number
- Unit
- Enter your search term
- Click Search or press Enter
Tips:
- Partial matches work for text fields
- Search is case-insensitive
- Product numbers require exact matches
Sorting
Click on column headers to sort by:
- Product number
- Name
- Type (Goods/Service)
- Unit
- Article number
Pagination
Results display 10 products per page. Use pagination controls for larger catalogs.
Editing Products
Update Details
- Find and open the product
- Click Edit
- Make your changes
- Click Save
What You Can Change
- Name
- Type (Goods/Service)
- Unit
- Description
- Article number and type
- Notes
What Stays Fixed
- Product number (auto-generated)
- Creation date
- Usage in existing offers/orders (unaffected by edits)
Deleting Products
To delete a product:
- Open the product detail page
- Click Delete
- Confirm the deletion
Warning: Deleting a product removes it from your catalog. Existing offers and orders that used this product are not affected.
Organizing Your Catalog
Naming Conventions
Use consistent naming for easier searching:
| Approach | Example |
|---|---|
| Category prefix | "Electrical - Cable 3x1.5mm" |
| Service type first | "Installation - Water Heater" |
| Brand included | "Bosch - Drill Bit Set" |
Unit Consistency
Use the same units for similar products:
- All labor in "Hours"
- All cable in "Meters"
- All small parts in "Pieces"
Product Catalog Best Practices
Regular Maintenance
- Review products periodically
- Update descriptions as offerings change
- Remove obsolete products
- Verify units are correct
Before Creating Offers
Good product data improves offer quality:
- Clear names = professional documents
- Accurate descriptions = fewer questions
- Correct units = accurate pricing
Scaling Your Catalog
As your catalog grows:
- Use consistent naming conventions
- Add article numbers for key products
- Include descriptions for complex items
- Keep notes current
Common Tasks
| Task | Steps |
|---|---|
| Rename a product | Edit → Change name → Save |
| Change the unit | Edit → Select new unit → Save |
| Add article number | Edit → Enter article info → Save |
| Find by article number | Search dropdown → Article number → Enter code |