Adding a product

Products are added from the Products tab of a project. You can create a new one, or link a product your company already has.

Create a new product

Use this when you are starting a new product, with its own BOM.

1. Open the project and go to the Products tab.
2. Select Add.
3. Keep the mode on Create.
4. Give it a name and a one-line summary. The summary appears wherever the product is listed, so make it useful at a glance.
5. Optionally pick a numbering subcategory. This decides which family of part numbers it will be given.
6. Select Add.

The product is created at version 0.1.0 as a draft, with an empty BOM waiting in its Staging Area.

Link an existing product

Use this when the product already exists elsewhere in your company and this project needs to work on it too.

1. Select Add, then switch the mode to Link.
2. Pick the product from the list. Only products this project does not already have are shown.
3. Select Add.

Linked products are marked with a Linked label in the list.

Opening a product's BOM

Each product in the list gives you two ways in:

• The Staging Area icon opens the working draft, where you build.
• View Committed Product opens the released record.

Which one you want is covered next in Staging and Committed.