To access product details, go to the Products List Module under Inventory and select any product you'd like to modify. Then, click on "Update item" to access its different functionalities:
From here, you can manage all information related to the product using the different tabs available.
Product Tab
Enter core details like SKU, Vendor, Designer, Barcode, Description, etc.
View Inventory info such as Sold, On Hand, In Transit, Allocated, On Order, On Memo.
Use Configure View to display either Pricing or Attributes directly within the Product tab.
Configure Tags, including:
Types
Categories
Materials
Colors
Internal Tags
Related SKUs
Related Products
Attributes Tab
The Attributes Tab allows you to capture detailed specifications for the product.
Configure attributes such as Stone, Metal, Pearl, Watch, Finished Item, and more.
Enable all attributes at once, or select specific ones using Configure Default Attributes.
Use attributes to provide detailed product data, which improves how items are searched, filtered, and described in the system.
Pricing Tab
The Pricing Tab controls how the product is priced and how costs are tracked.
Select a Pricing Model from the drop-down menu:
Individual Pricing
Unit of Measure
Items Unit of Measure
Manage product costs and markups:
Cost – manually entered or calculated from components.
Wholesale Markup % and Value
Retail Markup % and Value
Additional Markup %
Use Load Markup from Rules to apply pre-set configurations from the Markup Module.
View Average Cost by clicking the Avg Cost label, which opens a history of intake costs and changes over time.
Components Tab
The Components Tab is used to define and manage the individual parts that make up a product.
Add a component and select it from the product list using the 3-dot selector button.
Configure details such as Quantity (Qty), Number of Pieces (PCS), and Cost.
Use Copy Existing to duplicate components from another product.
Use Add from Cert # to input a GIA or IGI number and automatically generate the component description and name.
Apply Additional Components Markup % if needed.
Use Refresh Cost to update the Total Cost if component pricing changes.
Component Behaviors
You can set different Product Component Behaviors depending on how the product is structured:
Standard – Follows the regular component ruleset for costing and setup.
Composite Product – Used to create customizable product kits consisting of multiple, inventory-managed components.
Example: A “Pendant & Chain” product made up of a pendant and a chain, both of which are tracked independently in inventory.
The composite product itself is not directly inventory-tracked but instead relies on the availability of its underlying components.
Assembly Product – Used when the product is physically built from its components.
Components are added to Purchase Orders, not the parent product.
Once received, a service job is created to assemble the final product.
Example: If an Assembly Product includes labor and findings, only those inventory-managed components are added to the PO, and the build job finalizes the product.
Component Summary
On the right-hand side, you can view the Component Summary, which shows a breakdown of the selected components and their details, alongside the Product Pricing section.
Variants Tab
The Variants Tab allows you to manage and organize different variations of a product (size, color, style).
Switch between variants by clicking the Select button next to the SKU.
View key details for each variant, including Retail Price, Wholesale Price, Cost, and Stock Count.
Stock information also shows allocations such as On Order, On Memo, or Sales Orders tied to the variant.
Variant Options
Click Variant Options to open the Variant Options window, where you can configure the attributes that define your variants:
Add a new option from a list of pre-defined attributes (Metal Type, Item Size, Stone Type, Stone Shape).
Or create a blank option to define your own.
Configure each option with:
Option Name – the attribute name (Size, Color).
List Behavior – choose between:
Group Items: Variants grouped together, fewer results shown.
List All: All variants for the option are shown individually.
Option Display – determines how the option is displayed such as text only.
Adding Variants
Click Add Variant to create new product variants. You’ll be able to choose from three methods:
Create a New Variant – manually enter details for the new variation.
Convert Existing Products – select products already in the system and convert them into variants under the current product group.
Auto Generate – automatically generate all possible variants based on the defined Variant Options (Size + Color combinations).
Images Tab
The Images Tab allows you to manage visuals for your product, including standard images, videos, and 360° image views.
Adding Images or Videos
Click Add Image(s)/Video(s) and choose from several upload options:
Link Existing Product Images – reuse images already stored in the system.
From This Device – upload directly from your computer.
From Another Device – send a request to a remote device via phone number or email.
Import From Web – upload an image by entering the product page URL.
Use a Webcam – capture product images instantly if a webcam is available. You can adjust contrast, brightness, or rely on the default webcam settings.
Managing Images
Once uploaded, you can:
Click the Edit button underneath the image to use the built-in Image Editor to adjust visuals (contrast, brightness, filters, etc.).
Set an image as Public, making it visible across sales channels.
Tag images with other related products for better linking.
Add Custom Tags for organization and searchability.
360° Image Views
The tab also supports 360° product views, allowing customers and staff to see the item from multiple angles, enhancing product presentation.
Files Tab
The Files Tab is used to store and organize supporting documents linked to a product or variant.
Adding Files
Click Add File and choose from two upload options:
From This Device – upload directly from your computer.
From Another Device – request a file from a remote device via email or phone number.
File Details
For each uploaded file, you can:
Enter a Description to identify the file’s purpose.
Select whether the file is Public (visible to customers or sales channels).
Assign a Category for organization:
Pricing
Appraisal
Certificate
Common
Each file entry also records the Last Modified Date and the user who made the changes.
Notes Tab
The Notes Tab is used to store internal information tied to a specific product or variant.
Adding Notes
Click Add Note to create a new note entry.
Enter the note content in the text field.
Select a Type for categorization:
General Info
Warning
Product Info Sheet
Error
Optionally, mark the note as Public if you want it to be visible outside of internal staff.
Tracking Notes
Each note shows the Last Modified Date and the user who made the change.
Notes are variant-specific, meaning they only apply to the product variation you currently have selected.
Customers Tab
The Customers Tab is designed specifically for linking products to wholesale accounts. This makes it possible to assign customer-specific pricing and details to individual products.
Adding a Wholesale Account
Click Add Account to open the Add Account Window. From here, you can:
Select a Wholesale Account.
Add a Description for reference.
Enter customer-specific product details:
Product SKU
Product Title
Barcode
Customer-Specific Pricing
Tick the Use Customer Pricing? box to assign pricing tailored to that wholesale account.
Enter the following fields:
Wholesale Price – customer-specific wholesale rate.
MSRP – suggested retail price for that account.
Specs Tab
The Specs Tab is used to store detailed product measurements and specifications, including both the product itself and its shipping dimensions. This ensures accuracy for display, reporting, and logistics.
Product Measurements
Enter dimensions in Length, Width, and Height (LxWxH).
Choose a Measurement Unit such as Inches or Centimeters.
Enter Weight with a defined Weight Unit such as Grams or Kilograms.
Other Measurements
Click Add Measurement to include any additional specifications not covered by the standard fields.
Each measurement has:
Measurement Description – label for the metric (Stone Carat, Chain Length, etc.).
Value – numerical or descriptive value.
You can delete measurements individually if they are no longer needed.
Shipping/Packed Measurements
Record the packaged dimensions of the product (LxWxH) separately from the product itself.
Assign a Measurement Unit.
Enter Packaged Weight with its Weight Unit.
Options menu allows you to:
Update Current Selected Item
Add New Item
Select From List (choose from pre-set measurements)
Clear Selection
Tags Tab
The Tags Tab is used to manage custom labeling and card information for products. These fields allow you to format product tags and printed cards with specific text and details.
Label Lines
Enter information across eight label lines (Label Line 1 through Label Line 8).
These lines can be used to display product identifiers, categories, or other information that should appear on tags or printed labels.
Card Descriptions
Card Description Front – enter text that will display on the front of the product card.
Card Description Back – enter text that will display on the back of the product card.
Card Information
Add extra details using Card Info 1, Card Info 2, and Card Info 3.
These fields can be used for additional data such as pricing notes, item specifics, or marketing information.
Sales Channels Tab
The Sales Channels Tab manages a product’s visibility and availability across online platforms.
Visibility Options
Show Product Online – make the product visible on the standard online store.
Show Wholesale Online – make the product available on the wholesale online page for wholesale clients.
Ordering Options
Allow Order When Not in Stock – toggle this option to enable back ordering. When enabled, products marked as unavailable can still be ordered as a special order.
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