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Add a product

Add products to your project from different sources.

Adding methods​

From the library​

Add products already in your catalogue:

  1. In your project, go to the Products section
  2. Click Add from library
  3. Use filters to find the desired products
  4. Check the products to add
  5. Click Add to project

Products are added with their full information (price, images, descriptions, etc.).

Create a new product​

Create a product directly in the project:

  1. In the project's Products section, click New product
  2. Fill in the product information in the side panel

Details tab​

  • Name: Product name (required)
  • Reference: Internal or manufacturer reference
  • Product type: Product category(ies) — manage the list in Product types
  • Description: Detailed description
  • Technical note: Internal notes (never visible to clients; exportable in the booklet and spreadsheet)
  • Manufacturer: Manufacturer name
  • Supplier: Supplier name
  • Section: Project section (room, floor, etc.) — see Section management
  • Lot: Associated trade — see Lot management

Supply / install​

Visible only when a lot is selected:

  • Supply & install

  • Install only

  • Neither supply nor install

  • Status: Lifecycle stage (see Product statuses)

  • Delivery tracking (visible to the client when filled in):

    • Estimated receipt date
    • Tracking link (carrier URL)
    • Tracking number

If a tracking link is present, the Track package button opens tracking in a new tab.

Finances tab​

  • Unit price
  • Quantity
  • Unit
  • VAT
  • Markup

  1. Add images if needed:

    • Click Add images
    • Select files from your computer
    • Drag and drop images or click to browse

  2. Click Save

From the Chrome extension​

The Chrome extension lets you quickly add products from any website:

  1. Install the Chrome extension (see Extension installation)
  2. Navigate to a website containing a product
  3. Click the extension icon
  4. The extension automatically extracts product information
  5. Review and complete the information if needed
  6. Select the destination project
  7. Click Add to project

See the extension documentation for more details.

View and edit a product​

Click a product in the list to open its sheet in a side panel on the right. The list remains visible behind it.

The panel offers several tabs:

TabContent
DetailsProduct info, images, section, lot, tracking
FinancesPrice, quantity, VAT, markup
ChatInternal or external discussion around the product
3D3D models (generation or import)
FilesDocuments attached to the product

Sync changes across copies​

When you save a duplicated product, a Apply changes to linked products toggle may appear at the bottom of the form.

Enable it to propagate your changes to all copies linked to this product (from duplication). Disable it to edit only the current sheet.

Duplicate a product​

To create a copy of an existing product:

  1. Click the menu (⋮) next to the product, or open the sheet and choose Duplicate
  2. Select one or multiple destination sections
  3. Click Duplicate

Duplication runs in the background. A notification tells you when the copies are ready.

Tips​

  • Use the catalogue for recurring products
  • Create products in the project for site-specific items
  • Use the Chrome extension to quickly extract products from websites
  • Always add images to make products easy to identify