Help topic

Products and catalogs

Maintain the valid catalog that matching and pricing rely on.

Add products safely

  1. 1.Open Products and choose the appropriate catalog.
  2. 2.Enter product identity, measurement, and pricing fields.
  3. 3.Confirm the product is active and available for matching.

Use aliases carefully

  1. 1.Add customer or team shorthand to the product.
  2. 2.Keep aliases specific enough to avoid ambiguity.
  3. 3.Review future suggestions when confidence is low.
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