Product Catalog Management

Accessing the Products Area

To access the product management area in AchieveApex:

1. Log in to your AchieveApex account
2. Navigate to the main menu on the left side of the dashboard
3. Click on "Products" in the menu
4. You will be taken to the products list view

Creating a New Product

To add a new product to your catalog:

1. In the Products section, click the "Add Product" button in the upper right corner
2. Fill in the product details in the form that appears:
   • Name: Enter a descriptive name for the product
   • Description: Provide details about the product features and benefits
   • Type: Select whether it's a physical/digital product or a service
   • Status: Choose "Active" to make the product available for use
   • Price: Set the standard price for the product
   • SKU: Enter a unique identifier for inventory tracking (optional)
   • Category: Select a category for the product (optional)
3. Click "Save" to create the product

Managing Product Categories

Product categories help you organize your catalog and make it easier for your team to find specific products.

Creating Categories

To create a new product category:

1. In the Products section, look for the "More" or settings menu (typically represented by three dots or a gear icon)
2. Select "Manage Categories" from the dropdown menu
3. In the categories management dialog, click "Add Category"
4. Enter a name for the category
5. Click "Save" to create the category

Category Organization Tips

• Keep It Simple: Start with a small number of broad categories
• Use Clear Names: Categories should be intuitive and easy to understand
• Consider User Needs: Organize categories based on how your sales team searches for products
• Be Consistent: Use the same naming pattern for all categories
• Review Regularly: Periodically assess whether your categories still make sense as your catalog grows

Managing Your Product List

Filtering and Sorting Products

AchieveApex provides several ways to filter and sort your product list:

• Status Filter: Show only active, inactive, or all products
• Category Filter: Display products from a specific category
• Type Filter: Show only products or services
• Search: Find products by name, SKU, or description
• Sorting: Arrange products by name, date added, price, or other attributes

Editing Products

To edit an existing product:

1. Find the product in your product list
2. Click on the product name to open its details page
3. Make the necessary changes to the product information
4. Click "Save" to update the product

Deactivating Products

Instead of deleting products that are no longer offered, it's often better to deactivate them:

1. Open the product details page
2. Change the product status from "Active" to "Inactive"
3. Save the changes

Deactivated products won't appear in selection lists when adding products to deals, but they'll still be visible in historical deals where they were previously used.

Bulk Actions

To perform actions on multiple products at once:

1. Select the products by checking the boxes next to their names
2. Use the bulk actions menu to perform operations like:
   • Changing status (activate/deactivate)
   • Updating category
   • Deleting products
   • Exporting selected products

Importing and Exporting Products

Importing Products

To bulk import products from a CSV or Excel file:

1. In the Products section, look for the "More" or "Import" option
2. Select "Import Products" from the menu
3. Download the template file if needed
4. Fill in the template with your product data
5. Upload the completed file
6. Map the columns in your file to the appropriate fields in AchieveApex
7. Click "Import" to add the products to your catalog

Exporting Products

To export your product catalog:

1. In the Products section, look for the "More" or "Export" option
2. Select "Export Products" from the menu
3. Choose the export format (CSV or Excel)
4. Select which product fields to include in the export
5. Click "Export" to download the file

Best Practices for Product Catalog Management

• Maintain Accurate Information: Regularly review and update product details, especially pricing
• Use Descriptive Names: Make products easy to identify in search results and dropdown menus
• Include Detailed Descriptions: Provide enough information for your sales team to understand the product
• Standardize SKUs: Use a consistent SKU format for all products
• Clean Up Regularly: Remove or deactivate obsolete products to keep your catalog manageable
• Train Your Team: Ensure everyone understands how to use the product catalog effectively

Next Steps

Now that you know how to manage your product catalog, you can:

• Add media and create variants for your products
• Learn how to add products to deals
• Explore the Products API for programmatic access to your product catalog