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How to Manage Product Lists and Families

Easily manage product lists and families directly in Confido.

C
Written by Cassie Crail
Updated over 2 months ago
  1. Select Products on the left hand nav

    1. To manage Product Lists:

      1. To add by individual unit:

        1. Select Add New Sellable Unit

        2. Input Mandatory fields: Product Name and UPC

        3. Input additional optional fields

        4. To create or add Product Family select the drop down and Add New Product

        5. Click Save

        Screenshot 2025-05-06 at 11.54.51 AM
      2. To add by case:

        1. Click Case in the header

        2. Select Add New Case

        3. Input Mandatory fields: Product Name, Product, Units per case

        4. Input additional optional fields

        5. Click Save

          Screenshot 2025-05-06 at 12.01.54 PM
      3. To add in bulk complete and upload this template by selecting Upload Products CSV

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