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Product Library overview and how to get started

Your Product Library is a central hub where you can store all your frequently used products.

Gail Esterhuyse avatar
Written by Gail Esterhuyse
Updated over a week ago

Simple to use and quick to update, the Product Library saves you hours of manually entering product information each time you create a Schedule. The library is visible to your whole team, making it easy to share product knowledge across your studio.


What's in the Product Library

Product Library listings contain all the vital information you need to accurately specify in your Schedules. You can add custom notes, attachments, and supplier details to log all important product information in one place.

Each item is saved to a specific product category, making it easy to find the right product when you need it. Use the powerful search and filter tools to find the exact product in seconds, then add it to your Schedule with just a few clicks.


Adding products to your Pinboard

Adding images from your Product Library to your Pinboard is simple and starts directly within your Pinboard. For a step-by-step guide on how to add a product from your Product Library to your Pinboard, check out our dedicated guide.


Organizing your Product Library

Keep your Product Library well-organized using powerful search, filter, and sorting options. Categorize your products based on parameters like price, brand, supplier, and product category. To learn more about these organization techniques, see our comprehensive guide.


Product categories

Assigning a product category

To assign a product category to your items:

  1. Click into the product details within your Schedule or use the arrow icon in your Product Library

  2. Scroll down to the Product Category field

  3. Select from the available category options

Note: Currently, custom categories cannot be added to the available options. However, if you believe a category is missing and should be included, please reach out to us via live chat. We regularly review and expand our category selections based on user needs.


Understanding Product Library independence

Once you've added a product from your Product Library to a Schedule, the data becomes independent. This means updates made to the Product Library item won't automatically reflect in your Schedules. This separation ensures you can customize each product in your Schedule without affecting the original item in your Product Library, giving you the flexibility to tailor each product for unique project needs.


Need more help with your Product Library? Contact our support team via live chat for personalized assistance.
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