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Add Products

R
Written by Ruby Lin

Adding products allows you to define the finished or semi-finished goods that move through your supply chain (see Products Explained for more details). By accurately setting up a product profile, you ensure that trade items are measured correctly and linked to their appropriate raw botanical materials.

Manually Add Products

  1. Initiate New Entry: From your main Products list, click the black + Add new button located in the top right corner of the screen.

  2. Define Main Information: An Add product side panel will slide out. Fill out the essential details:

    • Name: Enter the internal identifier or trade name for the good.

    • Main measurement type: Click the dropdown to select how this product is primarily quantified. Options include Volume, Mass, Area, Length, or Units.

    • HS code: Enter the standardised customs code, which are often required for EUDR due diligence. If the EUDR extension is enabled, you can instead start typing the commodity's name (e.g. "paper") and select the matching HS code from the suggested list. No need to look up the numeric code separately.

    • Description: Add any relevant details.
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  3. Set Main Units of Measurement: Scroll down to the Main units of measurement section. The available default units will automatically correspond to the Main measurement type you selected in the previous step (e.g., if you selected Volume, the default unit will be Cubic meters).

  4. Link Allowed Materials: This step is critical for mapping your finished goods back to their raw botanical origins.

    • Click the + (plus) icon next to Allowed materials.

    • An Add materials side panel will appear, listing your saved raw materials.

    • Click the + icon next to any species or material that is permitted to be used in this product (e.g., Eucalyptus grandis). A green Material added notification will confirm the selection.

    • Once you have added all necessary materials, click Done in the top right corner of the materials panel.

  5. Add Additional Units & Conversion Rates (Optional): If this product is sometimes measured differently (for example, tracked by length instead of volume), you can add secondary units.

    • Click the + icon next to Additional units & conversion rates.

    • In the pop-up, select the new Category (e.g., Length) and indicate if it requires a conversion rate, then click the green Save button.

  6. Save the Product: Once all the configuration is complete, click the black Save button in the top right corner of the main panel.

Bulk Add Products

If you need to create multiple product profiles that share similar characteristics, such as the same measurement type or raw material composition, you can use the Bulk Add wizard to create them all at once and save time.
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While efficient, bulk uploading is not always the best approach. You should avoid using this feature and instead create individual profiles manually when your products have completely different reporting requirements or units of measurements.

  1. Access the Bulk Add Tool: On the main Products page, click the downward-facing arrow located immediately to the right of the + Add new button. Select Bulk add products from the dropdown menu.

  2. Set Values (Define Common Attributes): A three-step wizard will open. In the first step, define the default attributes that will be Fix and applied to all the new products you are about to create.

    • Check the box next to any field you want to standardise across the batch and enter the value.

    • Once your common attributes are set, click the black Next button in the bottom right corner.

  3. Enter Product Details: You will be taken to a table view where the common attributes you just set are already populated in the columns.

    • Click into the Name column and type the identifier for your first product.

    • To add the next product, go to the bottom left of the screen and click the + Add 1 product(s) button to generate a new row. Adjust the number to add more rows at once.

    • Repeat this process until all your products are listed, then click the black Create X product(s) button in the bottom right corner.

  4. Create Products: The system will begin processing the batch. A warning will state: "Please, do not exit this page until all products are created".

    • Wait for a green checkmark to appear next to every product in the list.

    • Once complete, click the Done button in the bottom right corner to return to your main products list, where your newly created items will now be visible.

Import Products via CSV

If you need to upload a large list of records, you can use the CSV import tool to save time.

  1. Access the Import Tool: On the main Products page, hover over the downward-pointing arrow immediately to the right of the + Add new button. Select Import via CSV from the dropdown menu.

  2. Download the Sample Template: An Import Products window will pop up. Before uploading, it is highly recommended to click the blue Download sample CSV link. This provides you with a pre-formatted spreadsheet ensuring your data is structured exactly how the system requires.
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  3. Upload Your Data: Once your CSV file is filled out and ready:

    • Click the green Choose file button to browse your computer and select the file.

    • Alternatively, you can drag and drop your completed CSV file directly into the designated area in the window.

  4. The system will automatically proceed to the Map tab. Review the mapping to ensure your spreadsheet columns align correctly with the designated system fields. Click Next when you are ready.

  5. In the Validate tab, review your rows to ensure the data is ready to import and check if there are any errors or skipped rows. Click the Validate button at the bottom of the screen, followed by Import records.

  6. The system will process the data in the Import tab. Once finished, a summary will display the number of successfully imported records and any failures.

  7. You can view the status and details of your import in the Admin area: Imported information. If the upload is successful, the data will be automatically populated in your main Products page.

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