A custom product is one that isn’t listed in the Trade Portal, you haven’t imported using the Web Clipper, and isn’t saved to your Product Library. It is a brand new product that you would like to add to your Schedule. Learn how to add a custom product by following the below steps.
Instructions
Within your Schedule, Click '➕ New' button at the end of your section
Select 'Custom Product'.
Click the grey upload box, choose your file from your browser window, and click 'Open'.
💡 Note: Schedules accept JPEG, PNG, WebP and SVG file formats only.Type the product information into the relevant fields of the empty product row.
To add further details and attachments to the product - select the Details option to open the Product Detail side panel to the right of your view.
To add pricing information, click the Financial tab at the top of your Product Detail menu. You can apply an optional markup to your products by switching on the Show Markup toggle at the top of your Schedule.