Products

Add and Manage Products and Categories

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Products

Add a Product 

Add a product to select when creating a bid.

1. Select the Products tab from the Company Profile. 
2. Select the Add Products button.
3. Complete the name, description, price per quantity, unit, pricing disclaimer, categories and terms & conditions fields.
   • Pricing: Quantity break pricing is allowed. Pricing breaks can be set after a certain amount is met. For example, 0-9 units cost $1000 per unit, 10-19 cost $900 per unit, 20-infinity cost $800 per unit. Note: quantity field will be the starting unit for your discounted price.
   • Unit: The unit determines the displayed unit on the bid.
   • Pricing Disclaimers: Content that appears in the bid cost section when the product is chosen.
   • Category: Choose the relevant product category to ensure the product can be selected on the linked form for the category.
4. Click Save.

Edit a Product

Edit specific information and settings for a product.

1. Select the Products tab from the Company Profile. 
2. Select the Action Menu icon on the right of the item.
3. Select Edit.
4. Edit name, description, price per quantity, unit, pricing disclaimer, categories and terms & conditions fields.
   • Pricing: Quantity break pricing is allowed. Pricing breaks can be set after a certain amount is met. For example, 0-9 units cost $1000 per unit, 10-19 cost $900 per unit, 20-infinity cost $800 per unit. Note: quantity field will be the starting unit for your discounted price.
   • Unit: The unit determines the displayed unit on the bid.
   • Pricing Disclaimers: Content that appears in the bid cost section when the product is chosen.
   • Category: Choose the relevant product category to ensure the product can be selected on the linked form for the category.
5. Click Save.

Delete a Product

Select Delete from the Action Menu icon on the right of the item to delete from the system. 

 

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Product Categories

Product Categories group similar items together for organizational purposes. Product Categories are linked to a form. The products under a Product Category are shown within the form's drop down list. Through this tab, categories can be added, edited or deleted. 

Add Category

Add a category to use when creating bids.

1. Select Products from the Company Profile.
2. Select Organize Products.
3. Select Add Category.
4. Complete the Category name field.
5. Click Save. 

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Add Subcategory

A subcategory's products will further divide products within a category.

1. Select the three-dot button on a previously created Product Category.
2. Select Add Subcategory.
3. Enter the subcategory's name. The parent category will be prefilled.
4. Click Save.

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Edit Category

Edit the name or the parent of a category.

1. Select the three-dot button on the right.
2. Select Edit.
3. Chose or change the parent category and/or edit the category name.
4. The parent category can be changed by dragging the six-squares icon and dropping on top of a category.
5. Click Save.

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Delete Category

Select Delete from the three-dot button on the right.

• Categories attached to a form will not delete until the form is removed. Please contact support if a category attached to a form needs to be deleted. 
• A parent category with subcategories cannot be deleted until the linked subcategories are removed.