Documentation: Products

After creating Categories and Tracked Items, you can add Products. Products need to have the following elements associated with them:

  • Name
  • Category
  • SKU
  • Description
  • Date Start (allows you to set a date from which the Product will appear on the Customer Interface)
  • Date End (allows you to set a date the product will be removed from the Customer Interface)

Selecting Products on the Projects menu displays the Products screen, illustrated below. Each Product that you add to the system is displayed on a Products list, with a Name, Category, Created, Self-service, Click to and Copy column shown for each line on the list. Follow the steps below to work with Products within Azimio.

 

  1. Click  to add a new Product to the system. Please refer to the Adding a Product section of the document for details on adding Products to the system.
  2. Click  to export a Product as a .CSV file or click  to export a Product as an .XLS file. Please refer to the Export as CSV or XLS File section of the document for details on exporting Products.
  3. Click the Name link for a line on the Products list to make modifications to an existing Product. Please refer to the Editing a Product section of the document for details on making modifications to existing Products.
  4. Click  to make the Product invisible on the Customer Interface page.
  5. Click  or  for a line on the Products list to activate or deactivate the Product.
  6. Click  for a line on the Products list to make a copy of the Product, which you can then use as a template to create similar Products with.

 

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