Building your product catalog

With your customized product workspace configured, the next step is to build out your full catalog of products and materials within handify. There are two methods for getting your product data into the system:

a) Manual Product Entry

1. From the main navigation, go to Products > Add Product.

2. Enter the product name and ID (your product code).

3. Click Create Product, and then the window for attributes will pop up.

4. Navigate through each section and fill in the desired attributes.

5. Click Save Changes to commit the new product.

This method allows getting started quickly by entering a few initial products. However, it can be time-consuming for large catalogs.

b) Bulk Product Upload

1. From Products, click the "Bulk Upload" button.

2. Click "Download" to generate a csv file.

3. This template will contain columns matching your configured sections/attributes.

4. Open the template and enter/upload all your product data.

5. Delete the first row (that came as an example) after the header (the one that came with the template).

6. Save as csv file.

7. Once completed, return to Bulk Upload and Click "Click to Upload". You will see this message: "Uploader initializing. Please wait a moment..."

8. Wait a few seconds for the assistant window to show up.

   
9. Click "Drop files here or click to upload CSV, XLSX or XLS files accepted"

10. Select your csv file (for now, maximum is 100 products per file).

11. Once products are uploaded to the assistant, select the header row.

    
12. Map columns if needed and click Next.

    
13. Review product attributes and options to match with the workspace previously defined. For example: Beverage is not going to match with Beverages, so you can check for red cells and pick the right option for your product. A summary of invalid rows will show up, for example:

    

    
14. Wait a few seconds and your new list of products, with all the details and attributes, will show up in your products tab.

The bulk upload assistant streamlines getting your full product catalog into handify efficiently. Each file can contain up to 100 products and all associated attribute data.

A few tips:

With your products loaded, they will be accessible to sales teams for searching, filtering, bundling with files, generating quotes and more. Establishing this central product library is critical for driving consistent, accurate customer engagements.