Add Catalog Products to SalesPresentations and SalesStores

To add catalog products to your SalesPresentation or SalesStore, start by creating a new SalesPresentation or SalesStore from your SalesBoard.

SalesPresentations and SalesStores share the same Product Detail interface, allowing you to configure product information, pricing, variants, images, and customer visibility settings.

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Click the plus ⊕ icon to add a new product.

This will open the Product Detail screen.

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By default, the Product toolbox is selected.

Click Catalog Product to search for a product using:

Once you locate the product, click to select it.

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Once a product is selected, the Catalog Product toolbox will display detailed product information and configuration options.

The preview on the left updates live as changes are made.

The product title is automatically populated from your catalog.

The product description follows your SalesPresentation or SalesStore Description Settings.

You can also insert additional information such as:

To add a product attribute that is saved in the catalog, simply click the desired node.

Use the WYSIWYG editor to adjust formatting and presentation of the content.

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Scroll down in the Catalog Product toolbox to view the pricing grid.

The pricing grid displays all quantity price breaks from your catalog.

From here you can:

By default, the pricing columns will populate based on the cost price breaks of the product.

To remove a pricing column, hover over that column and click the trash icon.

To add a new quantity column, click the plus icon in the desired location.

Adding a new column will predict the quantity break based on the existing sequence.

Rounded pricing can be set on the Unit Price. Often with calculated price values, there are very technical prices added to the SalesPresentation or SalesStore, overriding the Unit Price allows you to set a customer-friendly, rounded price.

Learn more about Unit Price vs Sell Price here.

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Scroll further down to manage product variants such as colors and sizes.

By default, all variants are selected.

You can:

This allows you to tailor the presentation experience for each customer.

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SalesPresentations and SalesStores support multiple product images.

The system will automatically predict and suggest images related to the selected product and variants.

You can also select a specific variant to display matching product imagery, such as a specific product color.

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At the bottom of the Catalog Product toolbox, you can configure:

These settings allow you to control exactly how the product appears to your customer within the SalesPresentation or SalesStore.