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Manage product suppliers, brands and categories
Manage product suppliers, brands and categories
Keep your inventory organized and easy to manage by setting up product suppliers, brands, and categories. This guide will help you streamline your inventory management process.
Getting started
Once you’ve added product suppliers, brands, and categories, you can easily select them when adding new products. Before you start:
- Make sure you have the required permissions to create and manage product suppliers, brands, and categories. If you’re a team member, request access from the workspace owner.
Setting up product suppliers
- Desktop
- Mobile
To add a new supplier:
- Open Catalog and select Products.
- Under Inventory, click Suppliers.
- Click Add and fill in the following details:
- Supplier name and description:
Enter the supplier's name and a brief description to help understand the products they offer. - Contact info:
Provide the supplier's name, mobile number, email, website, and address. - Physical address:
Enter the supplier's address.
- Supplier name and description:
- Click Save.
To add a new supplier:
- Open Catalog and select Suppliers.
- Tap Add supplier and fill in the information outlined below:
- Supplier name and description:
Enter the supplier's name and a brief description to help understand the products they offer. - Contact info:
Provide the supplier's name, mobile number, email, website, and address. - Physical address:
Enter the supplier's address.
- Supplier name and description:
- Tap Save.
Setting up brands and categories
- Desktop
- Mobile
To add a brand or category for your products:
- Open Catalog and select Products.
- Click on Options and choose either:
- Manage my brands:
The brand of the product and displayed to clients on your online store and receipts. - Manage my categories:
Add categories making it easier for your clients to locate specific types of products. - Click Add bew brand or Add new category.
- Enter the brand or category name.
- Click Save.
To add a brand or category for your products:
- Open Catalog and select Products.
- Tap on the three dots in the top right corner and choose either:
- Manage my brands:
The brand of the product and displayed to clients on your online store and receipts. - Manage my categories:
Add categories making it easier for your clients to locate specific types of products. - Tap Add new brand or Add new category.
- Enter the brand or category name.
- Tap Save.
Managing product suppliers
Edit product suppliers
- Desktop
- Mobile
To edit product suppliers:
- Open Catalog and select Products.
- Under Inventory, click Suppliers.
- Select the supplier and then click Actions.
- Choose Edit Supplier and make changes as needed.
- Click Save.
To edit product suppliers:
- Open Catalog and select Suppliers.
- Select the supplier and then tap Actions.
- Choose Edit Supplier and make changes as needed.
- Tap Save.
Delete product suppliers
- Desktop
- Mobile
To delete a product supplier:
- Open Catalog and select Products.
- Under Inventory, click Suppliers.
- Select the supplier and then click Actions.
- Choose Delete supplier.
- Click Delete to reconfirm.
To delete a product supplier:
- Open Catalog and select Suppliers.
- Select the supplier and then tap Actions.
- Choose Delete supplier.
- Tap Delete to reconfirm.
Managing brands and categories
Edit brands and categories
- Desktop
- Mobile
To edit a brand or category:
- Open Catalog and select Products.
- Click on Options and choose either Manage my brands or Manage my categories.
- Select the brand or category and make changes as needed.
- Click Save.
To edit a brand or category:
- Open Catalog and select Products.
- Tap on the three dots in the top right corner and choose either Manage my brands or Manage my categories.
- Select the brand or category and make changes as needed.
- Tap Save.
Delete brands and categories
- Desktop
- Mobile
To delete a brand or category:
- Open Catalog and select Products.
- Click on Options and choose either Manage my brands or Manage my categories.
- Select the brand or category and click Delete.
- Click Delete to reconfirm.
To delete a brand or category:
- Open Catalog and select Products.
- Tap on the three dots in the top right corner and choose either Manage my brands or Manage my categories.
- Select the brand or category and tap Delete.
- Tap Delete to reconfirm.
FAQs
Can I track any changes made to suppliers, brands or categories?