Skip to main content
Open: Product Catalogue in the Delivery section.

​
Review a product

  1. Open the product and read its name, brand, model, category, specifications, warranty, images and status.
  2. Review the default price, effective dates, labour or add-on records, regional pricing and supplier information.
  3. Change only a field you can support with the current price list.
  4. Save the draft and review any warning, missing-data or duplicate message.

​
Add a product

  1. Choose Add product.
  2. Enter the identity, category and specifications.
  3. Add the default price and effective dates.
  4. Add images and the technical documents staff need.
  5. Save and use it in a sample quote. Confirm the quantity, unit and exclusions.

​
Prices belong to a selling brand

One product carries one price per selling brand. Adding a brand does not copy the catalogue; it starts that brand’s price book empty, and a product only reaches a quote when it has a price in the price book of the brand the quote is sold under.

​
Read the pricing status labels

Every product row carries a Status badge that describes the price in the brand you are looking at, not merely whether a number exists somewhere: A Priced in BRAND badge is not an error. It is the normal state of a correctly priced product in a brand that does not carry it, and it is what keeps the two brands’ prices independent. The full vocabulary, including the lifecycle badges Draft product, Inactive, Review due and System pricing, is listed in Prices per brand. A brand’s own Products and prices list words the same states in book terms — Published, Draft only, Missing price, No price book — because that surface is about one book. The product’s dialog carries the same story in two labels: the price field is named Additional brand price for a brand other than the original, and the history note reads “Currency amount this product costs for the selected selling brand.”

​
Set a price for the selected brand

  1. Open the product while the correct brand is selected, or filter the catalogue to that brand.
  2. Enter the price for the brand you are looking at, with its effective date.
  3. Save, then confirm the row’s label changes from Missing price to Priced in BRAND.
  4. Price a sample quote under that brand and check the sell price and margin.
If you are preparing a batch of a new brand’s prices, Retailer Settings’ Selling brands card can copy prices from the original brand into the new book as drafts — see Prices per brand. Nothing is published by the copy itself, so every copied price is still reviewed before it reaches a quote.

​
Which brand a product row is priced in

Use the catalogue’s brand filter to switch between price books. The filter changes the prices the table shows; it does not change the records, so a product that looks unpriced in one brand remains priced in the other.

​
Change or retire a product

Confirm the replacement price, effective date and impacted packages. Preview a quote with the new price and check whether active quotes need revision. Do not delete a product with active usage; mark it inactive instead.

​
Bulk and imports

Use a CSV import only with approved templates and the correct brand’s price list. Validate duplicates and errors before publishing, and confirm the imported prices landed in the intended price book.