Creating a product
Introduction
So you buy or make goods and want to sell them - sounds like a plan! Paragon has many features to help make this process simple and easy to manage. In order to track the goods you sell, you need a place to create those items, fill them with relevant information, and manage your inventory. The beauty of Paragon is the fact that the information being tracked is completely configurable by you! Whatever your business model or daily workflows, we have you covered. We will discuss how to create and edit products, and the many options available to you.
Go to the product module
From any screen in Paragon, click the product button on the sidebar.
Create a new product
This is the list view of the product module. To create a new product hit the create new product button.
A blank product screen will appear. The product screen is separated into three categories. When creating new products, only sections 1 and 2 will be filled out.
Now you can begin entering product information. The first field, in this case "code", is mandatory and must be unique. We suggest using a SKU or UPC (anything that is unique).
Add more attributes and information
To add a field that you do not see on the main screen, but is required for the specific product, press the blue plus icon. Select a field to add from the list that displays.
In order to access this list, please ensure your screen resolution is at 100%. This can be done by pressing "Ctrl" + "0".
If the information you'd like to enter is not in this list either, you will need to add it to Paragon through reference screen setup.
Adding and removing images
Along with all the attributes and other information attached to your products, you may want images attached for visual confirmation and ease of browsing. In edit mode simply click the add button on the business card of your product.
This will open the upload image module where you can either select an image from your local files by clicking the add file button or simply copy and paste an image URL.
You are able to add multiple images in either format to each product. Don't forget to save!
- If you have added multiple images, you can cycle through them by clicking the arrow.
- To remove an image simply click the remove button
Clicking the remove button will not open a modal and will delete the image you are currently viewing.
Adding notes
Notes can be added using the note pad on the bottom left side of the product screen when in edit mode. You can add multiple notes by clicking the add button and typing in the blank box. To remove or cancel notes simply click the cancel button on the left.
When you save your product the notes will also be saved along with the date of their creation.
Adding attachments
To add attachments to your products, you will need to be in edit mode and you will see the attachments button at the bottom of the screen.
Clicking the attachments button will open a modal that will allow you to either upload files or attach files using a URL.
Remember to click attach if using an URL before saving or your attachment will not be included!
Your files will appear and can be removed using the remove button on the left. You can click accept to save your choices or cancel to leave the modal at any time.
Activity panel
The product module also includes an activity panel to give brief summaries of your products and the transactions they are currently attached to. Orders are shown my default but you have drop down menus available to choose the transaction and transaction status. For more information on the activity panel you can check out our user guide on How to use the activity panel
Save your product
When you are done entering all the relevant information, hit the save button.
Any fields that are left blank will no longer show on the screen when you save the product.
Activate the product
In order to add the product to a transaction, you will need to activate it. As long as the product is in inactive status, you will not be able to add it to a transaction.
To activate the product, hit the green action button, then hit the activate button.
Adjust inventory
Once the product is active you can adjust the inventory directly in the module by clicking the inventory tab. To adjust your inventory, follow these steps:
- Click the location bar to open a drop down menu of your locations.
- Select the warehouse location for which you wish to adjust the inventory.
- Enter the adjustment quantity, select a reason if applicable, and hit accept to validate your change.
Note that if you need to move stock from one location to another, or view the history of all inventory movements for that item, this will still need to be done in the inventory module.
What's next?
Now that you know how to create, activate, and add stock to a product, there are plenty of other Paragon features that may interest you:
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