Add/Update Products

Add Products

This functionality allows you to create a product into your system.


1. From the Homepage, click on Products.


Please Note

For newly signed up users, they will receive the option to add products into the system as shown below.

2. Click on Add New Product. Click on Add Product One-by-One.

3. On clicking Add a Product modal appears. Enter a product name.

4. On entering a keyword, a drop-down list appears; either create a new custom product or select any of the template products given in the list. For example select Biscuits and Cookies.

Select any of the items from the drop-down list.

Custom Product

These are the products that you can manually create in the system.

Template Product

These are the products you choose from the JD products library. On selecting a product from the drop-down list basic details such as pricing, unit of measurement, taxes, expiry(if applicable), images will all be preloaded on the product detail page.

5. Once you select your product edit additional details such as pricing, quantity, unit of measurements, expiry dates, images, etc.


What do you mean by “sell as packed”, “sell as loose”, “sell as packed and loose”?

Sell as Packed: Product is being sold in a sealed package (for example, mobile phone)

Sell as Loose: Product is being sold individually (for example: rice and sugar)

Sell as both Packed/Loose: Product is being sold either in a sealed package or as an individual unit (for example: pencil or pens)


What is the use of “Sell Online in Bulk” option?

The Sell Online in Bulk option allows you to sell your products online in bulk/large quantities. This option is certainly helpful as it helps you to increase your net sales and revenue as well.

Also, you can set the limit for the minimum as well as maximum quantity of the products that you want to sell. This can be done through the Vendor Panel.


What is an SKU?

SKU stands for Stock Keeping Unit i.e A unique identification number for every product, used by retailers to identify and track inventory/stock. An SKU is a unique code consisting of letters and numbers that identify characteristics of each product, such as manufacturer, brand, style, color, and size.

The purpose of SKUs is to help companies more accurately and account for every piece of their inventory. They are different from model numbers, but model numbers can be incorporated into an SKU if a company chooses to do so.

You can add an SKU ID while adding or editing product details under the products module.

Click on Save Product.


How many products can be added from jd library ?

You can add up to 50,000 products from jd library.


6. You can now view the product in the View Product section as well as in the Inventory section.



How to Add Variants to a product ?

Important Note
You can only create variant of a custom product.

Please Note

Enable the Product Variant slider as ON in case the variants option is not present in the products detail page.

1. From the Product landing page, click Add New Product > Add Product One-by-One.

2. Enter a product name and click on Create New Product.

3. Enter Product type and the additional fields get displayed.

4. Click on Add Variants.

5.In the Variant dialog box there are two fields namely: Option name and option value. Click on Add Variants to add more fields.


Note
Size will be set as the default option name in variants.

6. When you enter details in the Option value fields, a variant detail section appears. It consist of the following details:

  1. Include the quantity and the pricing details of the products.
  2. Consist the barcode of the product. Click on Generate to automatically produce a barcode number or else you can manually edit as well.
  3. It is defined as the Stock Keeping Unit (SKU). It is a unique identification value created by the vendor in order to identify and track an inventory, or stock of a product.
  4. It indicates the date of manufacture and expiry of a product.
  5. Enables you to toggle the Hide Variant slider on if you don't want to sell that variant product on the webstore.

 

7. To upload an image, click on Add. From the Product Image slider there are two options to upload the image:

  • Upload Image:Enables you to upload images from your computer.
  • Image Link: Enables you to paste the web Link which contains the image.

 

8. To save the changes made, click on Save > Save Product.


Important Note
If your products consist of variants, then your inventory is maintained variant wise for that product.

Can I change a product variant’s name?

Though you cannot change the variant's name directly from the product listing page, you can edit the variant details by using the Variant Import option. To know more about types of Imports, click here.


Add Product One by One

This drop-down option allows you to add every unique item individually into the system.


Bulk Add New Product

This drop-down option allows you to add items in bulk quantity into the system.

Clicking on it will open the following page. Click on Download to enter new or to update the existing products in the excel file.

Save your excel file and click on Choose File.

Click on Upload File. All your products will be added and updated successfully.

What do yo mean by Basic, Advance , and Variant Import ?

Basic Import functionality can be used to bulk upload new Products and Inventory to your system. It includes basic details such as pricing, quantity, tax details etc.

Advance Import functionality can be used to bulk upload products with additional information such as brand, description, category etc.

Variant Import functionality can be used to bulk add new variant products which include variant features such as size, color, flavor, type etc.

1. From the Homepage, tap on Products.

2. Tap on Add New Product.

3. On tapping a Product modal appears. Enter a product name.

4. On entering a keyword, a drop-down list appears; either create a new custom product or select any of the template products given in the list.

Custom Product

These are the products that you can manually create in the system.

Template Product

These are the products you choose from the JD products library. On selecting a product from the drop-down list basic details such as pricing, unit of measurement, taxes, expiry(if applicable), images will all be preloaded on the product detail page.

5. Once you select your product, edit additional details such as pricing, quantity, unit of measurements, expiry dates, images, etc. Tap on Save.


How to Add Barcode to Products

1. If you want to add a barcode to a product, tap on Edit Barcode, Cost Price, and Tax Info.

2. Manually enter the Barcode or tap on Generate symbol next to the barcode field and tap on Save.


How to Attach Files for Products ?

Please Note

In order to upload files for your products, you need to enable Add Item Attachments option under Product Settings.


Note
You can Attach files for only Custom Products.

1. Under Edit Product, tap on Product Name, Category & Description.

2. Then tap on Attach Files.

3. Tap on Upload Files.

4. Once upload gets completed, the files or images will be displayed as shown below.

5. If you want to edit the file name, tap on Edit Display Name.

6. Enter the file name and tap on Save.

7. You can even tap on ,to either download or delete the file.

8. To Upload more files, you can tap on Attach Files.

9. Similarly you can upload PDF or DOCX supported files, as well as JPG supported images.

10. You can view the attachment icon next to the product, under view products page.


6. You can now view the product in the View Products section as well as in the Inventory section.



How to add a product using voice assistant?

1. From your mobile app, tap on the Mic icon.


2. Speak "add a product" into the mobile phone speaker.

This it will display the Add a Product page where you can enter all the product details and save it.

Update Products

This functionality allows you to update an existing product present in your system.


1. From the Homepage, click on Products.

2. Click on View Products.

3. Select any product from the list.

4. An Edit Product modal appears, edit any details if required. Click on Save.

Your product is updated successfully.

How to Add Reorder Details for a Product ?

Please Note
This option is available only for users who have Retail Pack activated.

1. In order to add reorder information for a product, you need to click on Edit Reorder Information option under Edit Product modal window.

2. The following details get displayed.

1. Allows you to automatically maintain the reorder level for a product.
2. Allows you to manually add the minimum amount for an item that you wish to hold.
3. Allows you to automatically maintain the reorder quantity for a product.
4. Allows you to manually add the minimum quantity for an item, needed to be purchased from the supplier.
5. Allows you to add brand details for that product.
6. Allows you to add manufacturer details for that product.
7. Allows you to search and add associated suppliers for that product.
8. Displays a list of associated suppliers for that product.

3. Click on Save upon entering reorder information for that product.


Please Note
You can edit reorder details for both template and custom products.


Note

A green pop-up window will appear to confirm that your product is updated.

1. From the Homepage, tap on Products.

2. Tap on View Products.

Select any product from the list.

3. Edit any details if required. Tap on Save.

Your product is updated successfully.

How to Add Reorder Details for a Product ?

Please Note
This option is available only for users who have Retail Pack activated.

1. In order to add reorder information for a product, you need to tap on Stock Reorder Slider option under Edit Product page.

2. The following details get displayed.

1. Allows you to automatically maintain the reorder level for a product.
2. Allows you to manually add the minimum amount for an item that you wish to hold.
3. Allows you to automatically maintain the reorder quantity for a product.
4. Allows you to manually add the minimum quantity for an item, needed to be purchased from the supplier.
5. Allows you to add brand details for that product.
6. Allows you to add manufacturer's detail for that product.
7. Allows you to search and add associated suppliers for that product.

3. Tap on Save upon entering reorder information for that product.


Please Note
You can edit reorder details for both template and custom products.


Note

A black pop-up window will appear to confirm that your product is updated.


How to Add Photos / Images to a product ?

1. From the Products landing page, tap on View Products.

2. Tap on Add.

3. Tap on Add Photos.

4. Add the photos / images from your mobile storage.

5. Once you add a photo / image, you will have the option to either add this photo to an existing product or to a new product.

6. If you have selected Create New Product option, you will be prompted to add its product name, product type and its subsequent product details respectively. Finally tap on Save in order to create a new product.

7. If you have selected Add Photo to Existing Product option, you will be prompted to select an existing product from the list in order to change its product image.


Add multiple photos / images to a product

1. From the View Products page, tap on View All in order to view all the uploaded images.

2. Select the photo / images that you want to add and tap on Add Photos to Product.

3. Add these photos to an existing product or add them to a new product.

4. Since you are selecting multiple images, the first image will be the primary image for display and the remaining images will be the secondary images.

8. If you want to delete photos / images, select the images and tap on .

9. A confirmation dialog box appears, tap on Delete Photos to permanently remove them from the system.


How to upload videos for a product?

1. From the Products landing page, tap on View Products.

2. Select the video icon.

3. You can either upload a video from your mobile gallery or insert a video link from YouTube.

4. Upon selecting the YouTube Link option, add the link in the given field and tap on Save.

5. The video gets uploaded. You can tap on the video to see its preview.

6. You can play the video if you wish.

7. If you had uploaded a video previously, then upon tapping the video icon, an additional option known as Video Library gets displayed.

8. Here a list of all the previously uploaded videos gets displayed. You can select or delete these videos as per your wish.

9. The videos added for the product get displayed on the CMS product detail page.

10. Now whenever a customer views the product on your website they can view the video associated with it.

Add Missing Product Details

This functionality allows adding additional details such as images, tax information, categories, and product types to an existing product present in your system.


1. From the Homepage, click on Products.

2. Click on Add Missing Product Details and the following options get displayed.



1. Add Missing Images: It displays a list of products that do not have images. It is divided into two sections:

  • Missing Images: Displays list of products whose images are missing.
  • View All: Displays all the products that are present in the system.

 

You can Upload an Image from your local folders or Add Images from the URL. Click on Upload All to save the changes made.



2. Add Missing Product Types and Display Categories: It displays a list of products that do not have either product types or specific categories being assigned to them. It is divided into three sections:

  • Missing Product Types: Displays list of products whose product type is missing.
  • Missing Display Category: Displays list of products whose categories have not been assigned to them.
  • View All: Displays all the products present in your system irrespective of whether the product type is present or not.

 

Select the Product Type for these products and click on Update All to save the changes.



3. Add Missing Sales Tax: It displays a list of products whose sales tax information is not entered. It is divided into two sections:

  • Missing Sales Tax: Displays the list of products for which sales tax is missing.
  • View All: Displays all the products present in your system irrespective of whether sales tax is added or not.

 

On clicking View All Taxes, a Tax Zone dialog box appears. Enter the details such as HSN / SAC Code and the Sales tax within or outside the state. Click on Save to update the changes made.

Click on Update All once you have entered all the details.



4. Add Missing Purchase Tax: It displays a list of products whose purchase tax information is not entered. It is divided into two sections:

  • Missing Purchase Tax: Displays the list of products for which purchase tax is missing.
  • View All: Displays all the products present in your system irrespective of whether purchase tax is added or not.

 

To Add Purchase Tax, select a product and click on Add Purchase Tax.

Select a tax slab from the list and click on Save to update the changes made.

Click on Update All once you have entered all the details.


Please Note
Purchase Tax functionality is available only for users who have Retail Pack activated.


5. Add Missing HSN/SAC Code: It displays a list of products whose HSN/SAC is not entered. It is divided into two sections:

  • Missing HSN/SAC Code: Displays the list of products for which the HSN/SAC code is missing.
  • View All: Displays all the products present in your system irrespective of whether HSN/SAC code is added or not.

 

Click on Update All once you have entered all the details.

How to Add Tax details while creating a product ?

1. In order to add tax related information for a product, you need to click on Add, next to Add Taxes field.

2. Either enter the HSN code directly or enter the product type and select the appropriate HSN code from the given suggestions.

3. On selecting the code, the Sales Tax field gets prefilled for both, within and outside the state. You can edit these details if you wish.

4. Similarly you can select a tax slab from the Purchase Tax field as well.

5. Once you have completed adding the details for that product click on Save.

You have successfully added tax related information for that product.

What is HSN/SAC Code ?

It stands for Harmonized System of Nomenclature / Service Accounting Code. It is used for classifying goods and services under GST.


Please Note
This feature is currently unavailable on mobile.
You can add missing product details only through a computer.

View Products

This functionality allows you to view all the products that you have created in the system.


1. From the Homepage, click on Products.

2. From the Products landing page, click on View Products.

A View Products page gets displayed with the following details.

  • Product Detail: Display the product name.
  • Brand: Displays the product’s brand.
  • Manufacturer: Displays the product’s manufacturer.
  • In Stock: Displays the inventory status of the product.

 

You can search the products by their name, barcode, or by their SKU ID.

View Inventory: It displays the batch details of the product along with pricing, stock status, and the outlet to which the products belong.


What do you mean by Link Batch and Link Product ?

Link Batch: When you sell a product which was out of stock from the store, but was available in another batch in your store room, you can go ahead with the sale. Once, the new batch has been integrated with your system, you can link the product to the particular batch, for proper deduction from your inventory.

Link Product: When you sell a product which is not a part of your system, you can still sell that product as a Custom Product. Once, the product is integrated with your system, you can then link it with the appropriate product category.


Searching, Sorting, and Filtering Products.

Searching.
You can search for a particular product in the list by typing the product name in the search bar. The suggestions gets displayed in the list.

Sorting.
You can sort the list of products either by their name, brand, or manufacturer.

Filtering.
You can also display products through filtering options, by clicking on the Filter tab. The options provided are:

  • By Brand: Displays the type of product manufactured by a company.
  • By Manufacturer: Displays the name of the manufacturer along side the product.
  • By Product Status: Displays products that are either hidden or unhidden.

1. From the Homepage, tap on Products.

2. From the Products landing page, tap on View Products.

A View Products page gets displayed with the following details.

  1. Displays the image of the product.
  2. Displays the name of the product.
  3. Displays the price of the product.
  4. Enables you to edit the product.
  5. Enables you to hide the product.
  6. Displays sharing option.
  7. Allows you to delete the product.
  8. Provides filtering option as per their brand or manufacturer.
  9. Enables to search for a product.

Export Products

This functionality allows you to export products from your system.


1. From the Homepage, click on Products.

2. Click on View Products.

3. From the following page, click on  > Export.

4. An Export Product Details modal window gets displayed. Click on Export Product.

5. You can now view the downloaded status from the Export-Import Product History. Click on Download File once the export is completed.


Please Note
This feature is currently unavailable on mobile. You can export products only through a computer.

Import Products

This functionality allows you to import products in bulk.


1. If you want to bulk import products into the system, from the View Products page, click on  > Bulk Add New Product.


Products can be imported in bulk to your system by using 3 different functionalities.

Basic Import

Clicking on the Download link you can download a sample of the file that needs to be uploaded. A sample file will have columns with basic information of products like product name, barcode, quantity, MRP, product packaging, tax, etc.

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Please Note
We recommend that you download the sample template, and add your new product info in the downloaded file. This will minimize errors. Refer to the Sample XLS template section for guidance on what needs to go into the import file.

Advanced Import

Clicking on the Download link to you can download a sample of the file that needs to be uploaded. A sample file will have columns with basic information of products like product name, barcode, quantity, MRP, product packaging, tax, etc. Additionally, the advance import will have columns like brand, descriptions, main category, and sub-categories.

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Note

You will also have the option to bulk add and update images for your products through Advanced Import. Just download the excel template sheet under advanced import and paste the image link in the Default Image column section. This will be your primary image that will be displayed alongside the product in your system as well as on your website.


Please Note
We recommend that you download the sample template, and add your new product info in the downloaded file. This will minimize errors. Refer to the Sample XLS template section for guidance on what needs to go into the import file.

Variant Import

Clicking on the Download link to you can download a sample of the file that needs to be uploaded for variant products. A sample file will have columns with information of products like Unique ID, product name, variant options, barcode, MRP, quantity, etc.

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Note

You will also have the option to bulk add and update images for your products through Variant Import. Just download the excel template sheet under variant import and paste the image link in the Default Image column section. This will be your primary image that will be displayed alongside the product in your system as well as on your website.


Please Note
We recommend that you download the sample template, and add your new product info in the downloaded file. This will minimize errors. Refer to the Sample XLS template section for guidance on what needs to go into the import file.

2. Select the outlet for which you want to import the data.

3. Click on Choose File and navigate to the local folder from where you want to upload the file.

4. Click on Upload File to proceed forward.

5. Now the contents present in your excel file will be ready to get transferred to your live account. Click on Import Products.

6. On successful completion of the import, the following screen is displayed.

7. If you want to bulk update existing products in your store, click on  > Bulk Update Products.

8. Click on Choose File and navigate to the local folder from where you want to upload the file.

9. Click on Upload File to proceed forward.

10. The Excel file will begin uploading its content into the system.

If the contents added into the excel file are correct, then the products get updated in bulk successfully.



What do you mean by Barcode Conflict ?

It is a case in which, the Barcode entered in the Excel file, appears to be associated with two or more products present in the system.

While importing the products, if the system discovers that the barcode entered matches two or more products, it will automatically consider it as a barcode conflict, and allows you to decide what needs to be done. The product will not be added into the system unless the conflict is resolved.

A barcode tab gets displayed in the View Products page along with the notification number which signifies the number of products which have been kept on hold, and are awaiting your consent. In order to resolve the issue click on Barcode Conflict.

A Barcode Conflict dialog box appears with the following details.

1. This displays the details of the product that was entered in the import file.
2. This shows the number of barcode conflicts that are still pending to be resolved.
3. Clicking on Skip This Product will ignore this conflict and move onto the next conflict. The product will not get added in this case, and the conflict will remain pending for your consent.
4. Clicking on Retail Current Details will resolve the conflict, and save a product with details that were entered in the Import file.
5. Allows you to resolve a barcode issue.

Once a conflict is resolved, the product will be added to your system as per the choices selected.

1. From the Homepage, tap on Products.

2. Tap on Bulk Upload Products.

3. If you have multiple outlets, select the outlet for which you want to bulk upload the products and then tap on Continue.

4. To upload a file from your mobile storage, you need to tap on Choose File.


Please Note

We recommend that you download the sample template, and add your new product info in the downloaded file. This will minimize errors. Refer to the Sample XLS template section for guidance on what needs to go into the import file.

5. Select the file that you want to upload.

6. Now the contents present in your excel file will be ready to get transferred to your live account. Tap on Upload Products.

The Products start getting uploaded.

7. On successful completion of the import, the following screen is displayed.


Note

If the upload is unsuccessful then you can tap on Download Error File to check the cause of the error.

Rectify the errors as shown, in your Excel File.

Upload the file again by tapping on Upload Another File.

If products are partially uploaded, follow the steps as shown above to rectify the errors.

8. If you want to view the products that are uploaded into the system, tap on View Products.

You can view the products as shown below.

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12 thoughts on “Add/Update Products”

  1. how to add a product one by one | how to add product details | how to add product image | how to add multiple product image | how to sell products in loose quantity | how to sell products in wholesale | how to set product expiry date ~ #addnewproduct

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