tl;dr - 3 ways to add new products
All new products added defaults as "Hidden" for all Customers, allowing you to have custom products and manage which Customers can order them.
Add New Product (one-by-one)
As straightforward as you can get. Add the critical info about your product, choose a category, name your price, and write a description. This info will all be seen by customers should they log into your B2B portal and don't forget to add a picture, it increases sales!
Pro-tip: Use SKUs. If you don’t have them, just make something up and use it from now on, it’ll be very helpful. Never again ask yourself "did they want the Pappy Van Winkle 23 or the 15?"
Pro-tip: Products look better with pictures and our pictures look best when they’re square, 300x300 works well.
Under the "Price & Unit" section, you can set the base selling price of the product, or check the "Market Price" box if you do not want to set a permanent price. Select the Sales Unit and Price Unit (if applicable), manage quantity increment and minimum quantity.
Check out our related articles for more info about Market Price.
When adding single products in step 2 you will be asked to assign any Tier Pricing.
We'll cover that more in-depth on the Pricing FAQ, but here's the highlights: add
Tier Pricing = discount ($ or %) available to all customers based on volume of products.
Special Tier Pricing = discount ($ or %) available to specific clients who you assign the price to.
Bulk Upload: Import / Export Product
Just getting started or making the annual pricing updates? It's a bit of a pain to go product by product, so we built in a nifty export and import option.
The bulk upload feature allows you to do the following:
Import new products
Update existing product's name, category, price, SKU number, description, stock level and tier pricing
If you're doing your initial setup, you'll want to choose "Upload CSV" and you'll see this...
From here you can "download a CSV template" which will come as an Excel file. That looks like...
You can input as many products as you want, select from the category dropdowns, input your SKU, set the initial inventory in your warehouse, and input any Tier Price discounts you have.
Pro-tip - avoid making changes to the headers in the file; the system tends to be confused when you do and may throw an error.
When you've got your list ready to go you're going to need to do a "Save As" and choose the file type "CSV UTF-8" or "Comma Separated Value" for the upload.
Pro-tip - If you are uploading products with non-English alphabet characters, please select the file type "CSV UTF-8" to ensure that the data will be uploaded accurately!
If you already have products in the system when you Export you'll get an Excel file that will include all your products, pricing, descriptions, everything from the single product page, except not your Special Tier Pricing or your pictures and it will look like this...
From here you can edit all the products you want, pricing, description, inventory, etc.
The "id" column on your Export is a system-generated number that helps to avoid creating duplicates if you change the name, etc. Don't change it.
Product sync from Xero
If you have integrated OrderEZ to your Xero account, products set up in Xero will be matched and sync to OrderEZ.
Already completed the Xero integration, but have new products to add, or updates on existing products? Easy. You can click on the product sync button to do this.
New products added defaults as "Hidden" for all Customers, allowing you to have custom products by managing the availability of the product to Customers. Say you supply "Blue Coral" bottled cocktails exclusively to one Customer, you can set the product to be available to only one Customer and unavailable from the rest.