Add a Product

Adding a product is part of the process of creating a quote.

After adding a contact and creating a quote, you are able to add products.

Click Add product to search for products using keywords, categories, vendors or a price range.

The Vendors (suppliers) listed in the drop-down indicate vendors who offer special pricing through Orders. To add a product from an outside supplier, click Manually add a product.

Click Apply to search within the parameters you set.

When you click on a product, you will see basic product information from the product search. Click on any product to view more detailed information from the supplier, including decoration options, inventory and pricing for the selected product. 





Under Pricing, the Blank price is the price for no decoration; Decorated is the price for personalization.



Make note of product decoration information so you can accurately configure the product in the quote. You might want to duplicate the product search tab in a separate tab to use later. To duplicate the tab, right click on the tab, then select Duplicate tab.

Manually add a product

To add a product from an outside supplier, click Manually add a product.

A form will appear, where you can add details about the supplier and product.

Follow the same process for adding a product from a connected supplier, including adding it to the quote.

The difference is that there is no inventory check, and you will be provided a share link to the invoice (similar to the share link for the quote) that you can send to the outside supplier.

Add a third party provider

To add a third-party provider to complete decoration or "kitting", follow the instructions for Manually adding a product with the following exceptions:

• Under Supplier information, enter the name of the third-party fulfillment center.
• List the products you are sending to the third-party provider in the Product information field -- make sure to include the colors, sizes and quantity so the fulfillment center can see it on the P.O. and know what to expect.
• Complete the Decoration field.
• Under Pricing, leave the Quantity, Net cost, Retail cost, and Margin fields blank if these costs are already reflected for the original supplier. 
• Click Add custom charge to add pricing for set-up, runs, etc.

Updated July 18, 2023 17:16