Product Manager Table

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Product Details
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Easily manage your product database in the product manager. You can edit and update any of your product anytime. Our integration with Portal allows you to select all the product from any manufacture and sync with Portal and all the product pricing will update and don’t have to manually input it.

Features

  • On setup we can mass upload your products by csv file.
  • Manually being able to add your product one by one gives you full control to manage and maintain your database.
  • Portal Integration - This allows you access to a full catalog of pre-loaded products used by integrators *Separate monthly cost visit (portal.io)*
  • Ability to manually update product information (Brand, Model Number, Item Name, Category, MSRP, Cost, Supplier and more!)
  • Create your own customized tags for searching purposes. (i.e. AV receivers, Control Processors, Speakers, etc.)
  • Assigning labor to product to ensure your proposals come in on budget.
  • Attaching accessories to product allows you to create packaged product or include additional labor phases.
  • Quickly locate product using our built-in search feature.
  • Easily export your product database in several formats.
  • Mass Edit Products (Brand, MSRP, Map, Category, Description, Tags)
  • Create or Add to existing Purchase Orders by selecting individual products or highlighting a mass group.
  • Adding to our PO Queue makes the ordering process easier.
  • Organize your product Suppliers by entering them into our database.
  • Setup product categories to easily locate products while using our Proposal tool.
  • Adjustable column layout gives you control to organize your data how you want to preview.