Overview
The Product Manager is the source of information about all the items in your inventory and allows you to view, add, edit, and manage all products in Upright Lister.
Each product is a digital representation of a physical item. From the Product Manager, you can find information about the status of an item, along with a digital paper trail of every step an item has taken. This includes its journey from a supplier store to being listed and sold online or recycled and removed from inventory.
Table of Contents
Understanding the Difference Between a Product and a Listing (and why it’s important)
Before we begin, a fundamental understanding of Upright Lister is knowing the difference between a Product and a Listing.
A Product is the digital representation of a physical item in your inventory, and a Listing is a digital representation of an item as it appears on an online marketplace.
One product may be connected to multiple listings as it posts to online marketplaces, but each listing will link back to the original product. If you need to edit an active or future listing, follow these guidelines:
Editing a product will affect future listings but will not update any active listing on a marketplace.
To edit an active listing, edit the listing from the Listing page.
How to Access the Product Manager
The product manager can be accessed by clicking the “Products” icon in Lister's top-right navigation menu. Note that depending on your user role within Lister, you may not have access to the Product Manager.
Product Manager Overview
The Product Manager has ten tools to manage your listings and inventory. This section gives a brief outline of each tool, followed by a deeper explanation of each one further into this guide.
Product Tab Views: Switch views within the Product Manager to show all, active, drafts, or recycled products
Search: Scan or type a product name, SKU, or Product ID number to pull up information on an item
More Filters Tool: Additional tools to narrow search results
Sort Tool: Various options for displaying search result order
Actions Menu: Common workflow single or bulk actions
Export: Download Product information for a given date range
More Actions: Additional tools to print pick lists of recycled items or access Quick Reshelf mode
Generate Barcodes: Bulk create and print SKUs for products unconnected to a manifest
Add Draft Product: Create a new draft product unconnected to a manifest
Add Product: Create a new product and listing unconnected to a manifest
Page Navigation: Click to navigate between pages of the search results
How to Use Product Tabs
Product tabs are clickable links to view your products based on their status:
All Products: Shows every product in Lister, other than Purged products. This includes sold, draft, active, and recycled items
Active: Shows all currently listed products to an online marketplace
Draft: Shows items ready to be listed online
Recycled: Shows products that are still in inventory that need to be purged
All Products Tab Overview
The All Products tab lists every item from Draft to Recycled status. Purged products are not included in this view. Each tab of the product manager (All, Active, Draft, and Recycled) has the following:
Product Count: On the All Products tab, this number is an approximation of your total products until at least one filter is selected from the “More filters” option
Checkbox Select: Click individual checkboxes to access the “More Actions” menu
Picture Thumbnail: If photos have been added to a product, the gallery thumbnail will show in this column
Product Title: The current title of the product. Note: Listings may have different titles than products based on their descriptions when listed to online marketplaces
SKU: The product SKU is an essential part of the barcoding workflow. Each product has a unique SKU
Location: The current inventory location, if assigned
Supplier: The origin store of the product, usually created via manifests
Listings: This shows if a product is currently listed to a marketplace or if it is a draft product ready to list
Active Products Tab Overview
The Active Products tab shows all items currently listed to online marketplaces.
Active Tab: The number in the top navigation menu shows an estimate of total marketplace items. Note this number refreshes every 30 minutes
Results: Shows the current number of products actively listed online
Active Listing Check: A green checkmark next to the product name indicates the item is active on a marketplace. Note that this checkmark is visible in the Active and All products tab
Marketplace logos: These indicate what marketplaces an item has or will list to
Draft Products Tab Overview
The draft products page shows a complete list of all draft items that have yet to be listed online.
Drafts Tab: The number in the top navigation menu shows an estimate of draft items. Note this number is refreshed every 30 minutes
Results: Shows the current number of draft products
List: Click this button to list a draft product to your marketplaces
💡 Operational Tip: You can go directly to the drafts product page from anywhere in Lister by hovering the mouse over the Products shortcut in the top navigation bar and selecting “Drafts”
Recycled Products Tab Overview
This tab shows a complete list of recycled products that are ready to be purged from inventory.
Recycled Tab: The number in the top navigation menu shows an estimate of total recycled items. Note this number refreshes every 30 minutes
Results: Shows the current number of recycled products that need to be purged from inventory
Recycled Icon: A red clock icon next to the product name indicates the product has been recycled. Note that this icon is visible on the Recycled and All products tab
Recycled Date: displays the date the product was recycled
How to Search for a Product
Use the search bar to enter a keyword, title, or SKU to pull up matching results.
Search Field: Enter a keyword, title, or SKU into the search box and hit enter on your keyboard or the search button
Results: The total matching results will display in the right column
How to Use the Actions Menu
If you select one or more checkboxes from the left side of the search results, the “More actions” menu will appear and allow you to make the same action on all selected products.
Actions Menu Options
Print Barcodes: Prints barcode SKUs for each product via Lister Connect
Print Pick Slips: Prints a list of products and their inventory locations via a standard office printer.
Bulk Edit: Edit up to 20 product details at once
Bulk Duplicate: Allows up to 10 products to be duplicated at once
Bulk Delete: Available only on the “Drafts” product tab, this will delete the selected draft product. Note if the product is connected to a manifest, the manifest item will need to be manually rejected
Bulk Purge: Available only on the “Recycled” product tab, purges items from inventory if not using Link to purge unsold inventory
Bulk Unrecycle: Available only on the “Recycled” product tab, restores recycled products to the All Products tab so they can be manually relisted
Bulk Action | All Tab | Active Tab | Drafts Tab | Recycled Tab |
Print Barcodes | ✅ | ✅ | ✅ | ✅ |
Print Pick Slips | ✅ | ✅ | ✅ | ✅ |
Bulk Edit | ✅ | ✅ | ✅ | ✅ |
Bulk Duplicate | ✅ | ✅ | ✅ | ✅ |
Bulk Delete | ❌ | ❌ | ✅ | ❌ |
Bulk Purge | ❌ | ❌ | ❌ | ✅ |
Bulk Unrecycle | ❌ | ❌ | ❌ | ✅ |
How to Use the More Filters Tool
Clicking the “More Filters” button next to the search bar will open a side menu tool for additional filters of products. These filters can be convenient for reviewing specific items, such as reviewing a user's listings or photographs, filtering by internal product tags, or via a specific date range.
In location: Shows products in a specific inventory location
By category: Multi-Select filter to show products connected to a specific Lister category
From supplier: Shows products connected to a specific product store/supplier
From strategy: Limit results to a specified listing strategy
Created by: Filter results to only show products initially created by a specific user
If you use manifests, this will be the person who accepted the item and converted it to a draft product
Photographed by: Filter results to the person who took pictures of the product
By tags: filter by product tags for remote listing or other internal tagging use
Created between: Set a date range based on the date the item was first created
By fulfillment status: Toggle select to exclude items that are part of a fulfilled order
Status: Toggle select to exclude products that are on a printed pack slip
Only authenticated: Toggle select to show authenticated products from Authenticate First
This is a great way to filter your Draft products tab to show products ready to list
Has Photos: Excludes products without pictures from search results
Clear filters: Revert filters to none selected
Close: Closes the More Filters menu
How to Sort Products
Clicking the Sort menu allows you to organize your search results in ascending or descending order based on selected criteria. The sort menu can scroll up and down to see more options.
Date: Organize the list based on the date the item was first accepted
Product title: Sort results based on product title
Inventory Location: View results based on inventory location
SKU: Orders results based on product barcode
Supplier: Displays results based on store/supplier source
User: Presents products in order of who accepted and converted manifest item to a product
Recycled Date: Arrange search results based on the date the product was recycled
How to Use the More Action Menu
Clicking the More Actions menu at the top of the product page reveals a dropdown menu for additional actions:
Quick Reshelf: Opens the Lister-based Quick Reself mode if your organization is not using Reshelf Mode in Link
Print Pick Slips: Opens a pop-up to print recycled products for removal from inventory if your team is not using Purge mode in Link
How to Use the Export Tool
Clicking the “Export” button at the top of the Products page will open a pop-up box to download a .csv file of all products created within a given date range. Click here to learn more about other reports available in Lister!
Click the export button at the top of the page
Select a date range
Optional: Enter an email address to also be sent the report
Click the blue “generate report” button
Click the download link after the report has been generated
How to View Individual Product Details
Clicking on a product will open a side menu with further details on the state of a product, along with any marketplaces the item has (or will) list to.
The Product overview is broken into sections that can be explored to see the following information:
Product Details: Product photos, listing category, title, poster info, and original posting date
Item Details: SKU, current inventory location, product ID, and any internal tags associated with the product
Manifest Details: Origin manifest barcode, supplier, the users who created the manifest and processed the item, and processing date
Orders: Details of any related orders connected to the product
Strategy: Details on the listing strategy used to list the product and the current status of the listing strategy for the product
Listings: Shows any past, current, or future marketplace listings
Product Events: Shows a complete history of the status of product
Notes: Internal notes about a product
Additional Actions: Edit, Recycle or Duplicate a product
Generate Barcodes, Add Product, and Add Draft Buttons
For organizations that don't manifest items or only manifest certain products, the Generate Barcodes, Add Product and Add Draft buttons create new products that are unconnected to a supplier manifest.
💡 Operational Tip: These options are a great fit for smaller teams that may not need to manifest. If your team manifests every item, we recommend training your team to avoid using these tools, as products created via these methods are not connected to manifests.
Generate Barcodes: Create and print new SKUs in bulk
Select the number of barcodes you want to print
Optional: Enter a prefix code to appear at the start of the SKU
Optional (but recommended): Click the “create drafts” checkbox
Click “Print” to print SKUs to your connected label printer
If you’ve selected the option to create draft products for your barcodes, you can scan the barcode in Link to pull up the draft product, add pictures, and begin the listing process.
Add draft product: Add a product to Lister as a draft before the listing phase
This is beneficial if you don’t have time to list the product immediately
Add product: Add and list a product in one sitting (does not allow the ability to save as a draft)
Related Guides
Have questions? Reach out to us at support@uprightlabs.com or via chat anytime between 9am-6pm ET, Monday to Friday