What is My Products?
My Products (Product Information Management) is your master product catalog within Quotable. It's where you store all product details, brand, SKU, pricing, suppliers, descriptions, and images, so you can quickly add items to any document without retyping information every time.
Key Benefits:
Create products once, use everywhere
Store supplier pricing and cost information
Generate advanced quotes instantly with full product information (Images, description, specs, pricing) increasing your chances of sales conversion
Add products from the Quotable Catalog (100M+ SKUs)
Import/export products via CSV templates
Link multiple suppliers per product
Track pricing history and margins
Creating Products
Method 1: Manual Product Creation
Click + Add Product in My Products > +Add Product Manually. Fill in product details including brand, MPN (Manufacturer Part Number), SKU, product name, description, specifications, pricing (SRP, sales price, unit cost), and category. Upload up to 5 product photos via URL. Save as draft or publish immediately.
Method 2: Add from Quotable Catalog
Click Search Catalog to access 100M+ pre-loaded SKUs. Search by product name, brand, or MPN. Select items to add to your catalog. Product information auto-populates based on availability (brand, MPN, name, description, images,). Edit pricing and supplier details to match your business.
TIP: Edit description, specs, and add more photos
Method 3: Bulk Upload via CSV
Download the product upload template. Fill in product information in Excel (brand, MPN, SKU, pricing, suppliers, categories). Upload the completed CSV file. System validates data and imports products in bulk. Perfect for adding hundreds of products at once.
Product Information Fields
Basic Product Details:
Brand: Manufacturer or brand name
MPN: Manufacturer Part Number
SKU: Your internal stock keeping unit code
GTIN: Global Trade Item Number (barcode)
Product Name: Clear, searchable product title
Description: Detailed product information
Specifications: Specs and bullet list information
Pricing Information:
SRP: Suggested Retail Price
Sales Price: Your selling price to buyers
Unit Cost: Your cost from suppliers
Price: Default price used in quotes
Product Media:
Photo URLs: Up to 5 product images
Upload via URL or file upload
Organization:
Category: Product classification (based on PIM categories)
Tags: Custom labels for filtering and search
UOM: Unit of Measure (pcs, box, set, etc.)
VAT Status: VAT or Non-VAT item
Supplier Information:
Supplier Company Name: Link to supplier contacts
Multiple Suppliers: Add multiple suppliers per product
Supplier Pricing: Track different supplier costs (Coming Soon)
NOTE: Company (Supplier) must be added to your company contacts prior to importing the product template.
Managing Your Product Catalog
Search & Filter Products
Search by product name, brand, MPN, or SKU. Filter by category, tags, supplier, or VAT status. Sort by name, price, or recently added to find products quickly.
Edit Product Details
Click any product to edit information. Update pricing, add new suppliers, change descriptions, or upload better images. Changes apply across all future documents, past documents remain unchanged.
Organize with Categories & Tags
Assign products to categories (IT Equipment, Office Supplies, Hardware, etc.) for better organization. Add custom tags for additional filtering (Bestseller, Seasonal, Clearance, Premium).
Track Supplier Pricing (Coming Soon)
Add multiple suppliers per product with different pricing. Compare supplier costs when creating purchase orders. System highlights best pricing automatically.
Using Products in Documents
Add to Quotes & RFQs
When creating quotes or RFQs, search your product catalog and add items with one click. All product details, pricing, and descriptions auto-populate. Adjust quantities and pricing as needed.
Add to Purchase Orders
Search products when creating POs. System shows linked suppliers and their pricing. Select supplier and add to PO with pre-filled product information.
Add to Invoices
Products added to sales orders flow automatically to invoices. Pricing and descriptions carry forward for consistency.
Importing & Exporting Products
CSV Upload Templates
Download pre-formatted templates for:
New Products: Add products not in your catalog
Product Updates: Update pricing or details for existing products
New Supplier: Add new supplier pricing for existing products
Supplier Updates: Update existing supplier information
Export Functionality (Coming Soon)
Export products you've manually created or uploaded (full export with all fields). Products from Quotable Catalog have limited export (Product ID, Name, MPN, Suppliers, SRP, Sales Price only). Use exports to update pricing in bulk or share with your team.
File Format Validation
System accepts CSV files only. Validates required fields (Product Name, Brand, SKU) before import. Shows error report for invalid entries to fix before re-upload.
Quotable Catalog Integration
Access 100M+ SKUs
Click Add from Catalog to browse pre-loaded products. Search by name, brand, category, or product type. Add items to your catalog with one click, no manual data entry.
Edit Imported Products
Products from the Quotable Catalog can be edited: update pricing, add your suppliers, change descriptions, or add tags. Customize to match your business needs.
Product Catalog Best Practices
Start with Your Top Products
Add your 20-50 most frequently quoted products first. Expand your catalog over time as you create more quotes and orders.
Use Consistent Naming
Create a naming convention for products: "Brand - Model - Specification" (e.g., "Dell - Latitude 5540 - i7/16GB/512GB"). Makes search and filtering easier.
Update Pricing Regularly
Review and update product pricing quarterly or when supplier costs change. Use bulk CSV updates for efficiency.
Add Multiple Suppliers
Track 2-3 suppliers per product for price comparison and backup sourcing. Helps during stock-outs or price negotiations.
Use High-Quality Images
Upload clear product images (5 photos max). Visual product catalogs improve buyer experience and reduce questions.
Leverage Tags
Tag products strategically: "Fast-Moving," "High-Margin," "Seasonal," "Clearance." Enables quick filtering when creating quotes.
Result
My Products transforms scattered product information into one organized, searchable catalog. Create products once, use them across all documents, and maintain pricing consistency, saving hours of repetitive data entry every week.
Tips
Start by importing your existing product list via CSV template
Use Shoppable Catalog search to fast-track product creation
Add supplier pricing to compare costs when creating purchase orders
Tag seasonal products to filter easily during peak periods
Upload product images to create professional-looking quotes
Link products to multiple suppliers for sourcing flexibility
Use product categories to organize large catalogs (100+ items)
Update unit costs regularly to track accurate margins
Add internal comments field for team notes and product tips
Build your product catalog once in My Products, then quote 10X faster by adding products with a single click instead of typing details every time.