Basics

Product Brands, Types, and Projects

How to effectively leverage the Brand, Type, and Project fields available for Products.

Overview

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

This article explains the uses of the Brand, Product Type, and Project Name fields. For more information about POS tabs, see the separate POS Tabs Help 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. A great example is "Menswear" and "Ladieswear".

Project Name

Project Name is most commonly used to separate seasonal fashionwear. For example, you might create two options: "Autumn/Winter 21" and "Spring/Summer 21".

Another possible use for this field is to monitor campaigns.  For example, you conducted an email campaign on a certain set of products and want to compare performance of these products to products 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. While logged in as Administrator, select on your username in the top right and then select Product Settings.
2. At the bottom of the screen that follows, select Brand, and Project Name (Product Type appears by default).
   
3. At the bottom of the page, select Save to save the settings and return to the product details.

Once you've set up these fields, you'll need to add some options (values) to create the respective drop-down lists:

1. In the Product details page, select the name of any field.
   
   
   
2. In the box that appears, select Add New to create a new option.
   
   
   
3. Enter the name of the option and select Insert.
   
   
   
4. Repeat the process for creating additional options.
5. Once created, these lists can be edited in the Settings page: