The Product list shows all your products searchable by typing part of the product name, SKU, or category. You can import and export your existing product as a CSV file and download a sample Excel spreadsheet to ensure the correct formatting of your data. Our cheat sheet guide is available to provide more information on the data import process.

• Accessing the Product List page 
• Product list Components
  • Search for a contact
  • Filter by Categories
  • Columns
  • Filters 
  • Export and Import
  • Actions
  • Bulk Actions 
  • Product Overview 

Accessing the Product List page 

To access the product list, go to Operations → Products → Products. 

Product list Components

Search for a contact 

Click the search products field and enter a portion of the product to auto-search. 

Filter by Categories

You can also filter the list through the product categories. These categories can be set up in the Categories page > > > [insert KB link on categories] 

Columns

By clicking on the Columns option below the search bar, you will be able to manage what columns you would like to be displayed in the product list.

You can choose what you want or don't want to be shown in the columns using the toggle switch on the left side of each option, or click "Hide all" or "Show all." You can set it to show or hide the following columns within this section: 

• Detail panel toggle
• Checkbox selection
• ID
• External
• Product Title
• SKU
• Barcode
• Volume
• Units
• Brand
• Price
• Category
• Available QTY
• Active
• Actions

Filters 

You can set filters for the invoice list by clicking on the Filters option beside Columns. 

Select Columns filters; 

• ID
• External
• Product Title
• SKU
• Barcode
• Volume
• Units
• Brand
• Price
• Category
• Available QTY

Then select Operator;

• is

• is not
  

• is after

• is on or after

• is before

• is on or before

• is empty

• is not empty

• =

• !=

• >

• >=

• <

• <=

Then select Value. You want to filter for this specific value in the selected column. 

You can also add additional filters by selecting + Add filter or remove the filters by clicking Remove all.

Export and Import

By downloading the sample Excel spreadsheet, you'll be able to ensure that your data is properly formatted and avoid any potential errors or issues. Follow the format shown in the sample file. 

Actions

Clone - This will allow you to create a duplicate of the product. 

Edit - Click on the pencil icon to edit the product 

Trash icon - This will delete the product in Pooltrackr.

Bulk Actions 

Bulk action can be done when the checkbox column is enabled. Checking more than one box will allow you to mark a product as Active, Inactive, or bulk delete products. The actions will show at the bottom part of the screen. 

Product Overview 

Clicking any row will reveal the overview of a product. This will show the overview of the product. You will also have the ability to do a quick edit of the product in this field.