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Brand, Product Type and Project Name

Last updated 05/10/2017

Cin7 has some useful fields; Brand, Product Type, and Project Name. This article explains how each field works, and provides some useful tips for how to use them effectively.

Overview


Within the products page there are four customizable drop-down boxes: Brand, Product Type, POS Tabs and Project Name.

This article explains the uses of the Brand, Product Types and Project Name fields. For more information about POS tabs see our POS Tabs article.

The Brand, Product Type and Project Name fields are particularly useful for defining a subset of products for the purposes of reporting.

Though they are best used for their intended purpose explained below, this should by no means limit the use of these powerful fields. It is fairly typical for users to utilize these fields for their own industry or business specific purposes, in order to enhance reports.

Field Explanations


Brand

If you purchase multiple brands from a specific supplier, assigning particular brands to products will allow you to split a sales report based on specific brands.

Product Type

Product Types can be used to group common products. The most obvious example here would be 'Menswear' and 'Ladieswear'.

Project Name

Project Name is most commonly used to separate seasonal fashionwear. For instance you might create two options, 'Autumn/Winter 16' and 'Spring/Summer 16'.

Another possible use for this field is to monitor campaigns: perhaps you did an email campaign on a certain range, and you want to compare performance of these products to items that were not part of the campaign.

What is the difference between these fields and Categories?


A product can appear in multiple categories. This is useful for navigating the products module, and also affects how the products are categorized in the B2B portal. For reporting however this may cause sales to be double-counted when a report is filtered by Category.

Only one brand, type and project can be assigned to each product, which guarantees reporting accuracy.

Setup


To add these fields, you must first add the options to the Products module from the Settings page. To do this:

  1. Whilst logged in as administrator, click on your username, top right.
  2. Click on Product Settings
  3. At the bottom of the following screen, tick Brand, and Project Name (Product Type appears by default).
  4. At the bottom of this page Save the Settings and return to the product details.

Once you've set up these fields, you'll need to add some options to their drop-down menus:

  1. In the Product details page click the name of any field
  2. In the box that appears, click Add New to create a new option.
  3. Enter the name of the option and click Insert.
  4. These lists can also be edited in the Settings page here: