Last updated 22/01/2021
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.
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 Types can be used to group common products. A great example is "Menswear" and "Ladieswear".
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.
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.
To add these fields, you must first add the options to the Products module from the Settings page. To do this:
Once you've set up these fields, you'll need to add some options (values) to create the respective drop-down lists:
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