Creating a robust product library is an essential step in organizing and showcasing your offerings within ClientPoint. Products can be added either individually or in bulk. This guide will help you add products individually to your library.
Before You Start
- Ensure you have set up your Product Categories. Categories should be created before adding or importing products to streamline organization and searchability.
Product Anatomy
Each product in your library consists of the following components:
- Product Number: A unique identifier for each product (e.g., A001).
- Product Name: The name of the product.
- Product Category: Categories for grouping related products.
- Price: Product price.
- Description: A short description of the product.
- Image: An optional visual representation of the product.
- Custom Fields: Additional fields that provide more details, such as Product Type, Model, Series, or Brand.
Steps to Add a Product
-
Access Product Settings:
- Navigate to Settings in your ClientPoint account.
-
-
- Click on Content Library.
- Next to Files, click Products.
-
-
Open Product Library:
- In the top-left corner, click Add to Product Library.
- From the drop-down menu, select Create.
3.Complete the Product Form:
Notes for filling out the form:
- Number: Assign a unique number or code (e.g., A001). If no codes exist, create one based on your preferences.
- Name: Provide a product name.
- Category: Assign the product to an existing category.
- Price: Enter the product price.
- Description: Add a detailed description.
- Image: Attach a relevant image, naming it according to the product code for easy tracking.
- Custom Fields: Add any extra details (e.g., Product Type, Brand, or Series).
Additional Notes
- Product Numbers: Every product requires a unique number to ensure proper identification and tracking.
- Images: For better organization, match image names to their product codes.
- Custom Fields: Tailor these to meet customer needs by providing specific product descriptors.
Need Help?
If you have questions about accessing the Product Library or setting up tools:
- Contact support@clientpoint.net.
- Reach out to your Client Success Coordinator for additional guidance.
To learn about exporting products from your Product Library, click here.