Skip to main content

How to manage products

This guide will show you how to add new products and update products.

triSaaS Support avatar
Written by triSaaS Support
Updated over a month ago

Video guide

Here is a step-by-step guide for managing products:


How to add new products

1. Export the product template

You'll need a Product Template to carry the product information and then upload the file to add the products for the customers.

  1. Navigate to the home screen and select Import Tempates on the left-hand side bar.

  2. From here you can export the templates for updating/adding information to Purchase Warrior

    • Price Import - to update/add pricing for your customer

    • Product Import - to add new products to your product catalogue

    • Product Metadata Import - to update the allergens

  3. Click Products Import to export the product template file. Then fill this file with your product information and save file somewhere you can easily locate it.

2. Import the product template

Once the file is ready, you can follow these steps to upload the file:

  1. Select File Importing in the left-hand menu.

  2. Click New.

  3. Select the upload type Products, choose the product file from the pop-up, and then click Save.

Once the file is successfully imported, the status will move from "Pending" to "Completed".

You can download the original file when selecting the record in the File Importing.

💡Tip

If your file import fails, you can look in the info tab of the import, the Failures section will let you know about any issues.


☺️ Have any questions or need support? Reach out to us on our email. We're here to help!

Did this answer your question?