Adding a Product
How to add a new product to your price list using the Add modal on the Manage Products page.
New products are added directly from the Manage Products page using the Add modal. You need the product add permission to see and use the Add button.
Before you start
Products are linked to a product category via the Model / Category field. The category determines the product's base List Price through its custom fields. If no categories exist yet, you will see a warning in the modal prompting you to create one first.
See Adding a Product Category to set up your categories before adding products.
Opening the Add modal
On the Manage Products page, click the Add button in the top-right command bar. The New Product modal opens.
Filling in the fields
| Field | Required | Description |
|---|---|---|
| Part Number | Yes | The unique identifier for this product. Used to reference the product on discount requests. |
| Description | No | A free-text description of the product. |
| Model / Category | Yes | Select the product category this product belongs to. Selecting a category automatically populates the List Price from the category's base price and loads any category-level custom fields. |
| List Price | — | Populated automatically when a category is selected. Read-only. |
| MSRP | Yes | Manufacturer's Suggested Retail Price. Enter as a currency value. |
| MOQ | No | Minimum Order Quantity. Defaults to 1 if left blank. |
| Tariff Surcharge (%) | No | An additional percentage applied to the price to account for tariffs. |
| Allow Tariff | No | Toggle to allow tariffs to affect pricing for this product. Only visible to users with an approval level assigned. |
Note: List Price is derived from the selected category's base price and any custom field values populated by that category. It cannot be edited directly on the product form.
Saving the product
Click Save to create the product. It will appear in the product list sorted by Part Number.
If the Part Number already exists for another product in your organization, the save will fail with a validation error. Part Numbers must be unique.
Related: Products Overview | Editing a Product | Adding a Product Category