Creating A Product

To create a new product in your library, navigate to the top right corner and click on the "+ Add Products" button.

  1. Enter the name of the product in the field at the top of the page and click "Create New"

Things to keep in mind when naming products:

  • Names should be unique (no duplicates)

  • Names should be formal and consistent with other sources, such as Provi or your vendors internal database.

  • Names should not contain reference to size or amount (this data is entered at the Product Format level).

  • If you need to store unique information such as price or raw material between vintages of wine or spirits, make sure these products are split up into unique entries with the vintage date in the name.

  • A good practice is to write the name of the producer first ("Jack Daniel's") followed by a comma, then write the specifics. This allows multiple products from the same producer to be grouped next to each other when looking at your library alphabetically ("Jack Daniel's, Single Barrel Barrel Proof" and "Jack Daniel's, Black Label")

  1. Once you have inputted all the names of the products you wish to add, set the family for each. Optionally, specify the category and subcategory. (The selections here can be managed in Organization.)

  2. Hit the submit button in the bottom right corner.

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Overview