Table of Contents
Section 1
1. How to add a product ?
There are four ways to add products to Zomentum.
a. Add products manually: Click on the ‘Add Product’ option on the top right side of the Zomentum Products page. Add the name, product type, image, description, tax category, manufacturing and vendor details. If you would like to capture additional information while creating a product in Zomentum, please add a Custom Field from the Settings page. (Click here to learn more about Custom Fields)
Note: You have the option to add various pricing plans for Product Types such as Software, Service & Labor.
Once the product has been added, the system will direct you to the Product Details page view, where the product information, pricing and product images will be displayed.
b. Import Products from your PSA: Integrate your 3rd Party PSA account with your Zomentum account to automatically import products (import will be based on the filter settings that you put in place while setting up the integration). Please refer to the Integrations guide in our Knowledge Base for more information.
c. Import Products as a CSV: Products can be imported by uploading a CSV or .XLXS file in the given format. To import products, click on “Import” at the top right corner on the product page. Then, click on “From Spreadsheet”.
d. Add products from the Global Product Catalog: Click on the drop-down arrow next to “Add Product” and click on ‘Add Product’. Enter the product name or product number in the search bar to search and add the product.
If a new product is created with the same manufacturer part number as an existing product, a warning is displayed as soon as the product is created.
Click on ‘Merge the products’ and choose the primary product among the ones displayed to merge the products.
P.S: This is an irreversible process. Products once merged cannot be separated.
Once you choose the primary product, the data from the secondary product will be merged into the primary product. For single-value fields (Text, Number, Dropdown), only blank fields will be updated from secondary contacts. For multiple value fields (Multi-select), only blank fields will be updated from secondary contacts.
Section 2
2. How to Edit a Product ?
A product can be edited directly from the Product Catalog. Click on the three dots (More options) to edit the product. Once the required changes are made, please remember to save them.
Section 3
3. How to Clone the Product?
A product can be cloned directly from the Product Catalog. Click on the three dots (More options) to clone the product. Once the required changes are made, please remember to save them.
Section 4
4. How to Delete a Product ?
A product can be deleted directly from the Product Catalog. Click on the three dots (More options) to delete the product. Once the product is deleted, it cannot be re-stored and will be deleted permanently.
