You can use the Bulk Add from SAGE feature to quickly add one or multiple products to a SalesPresentation or SalesStore.
This feature allows you to search the SAGE catalog, select products in bulk, and then refine pricing, variants, images, and customer visibility settings after the products have been added.
Step 1: Open Bulk Add from SAGE
When creating a SalesPresentation or SalesStore, click the Bulk Add from SAGE button.
Your Hoops account must already be connected to SAGE to use this feature.
Step 2: Search the SAGE Catalog
The SAGE search panel allows you to search using:
Category
Theme
Keywords
Item number
Item name
Available colors
Minimum and maximum pricing
Quantity
Search terms can be combined to refine results, or you can keep the search broad and simple.
Step 3: Start the Search
Enter your search terms and click Start Search.
For example, you may search for:
Koozie
Drink bottle
Tote bag
Pen
Hoops will communicate directly with SAGE and return matching products.
Step 4: Refine Search Results
If needed, click Refine Search to adjust your search criteria.
You can also:
Change the number of rows displayed per page
Scroll through all available results
Continue refining until you locate the desired products
Step 5: Select Products to Add
Select one or multiple products to add to your SalesPresentation or SalesStore.
For example, you may choose:
A shortlist of recommended products
An entire category of ideas for your customer
Once selected, Click Add Products the products will be added to the document.
Product Pricing
After products have been added, click on any product to refine its pricing and settings individually.
All quantity price breaks from the SAGE catalog are imported automatically.
You can:
Set markups
Override pricing
Remove quantity breaks using the trash icon
Add additional quantity breaks using the plus icon
Product Variants and Images
All available product variants and images are imported from SAGE.
You can:
Select or deselect product colors
Choose which variants customers will see
Select specific product images
This allows you to tailor the customer experience for each SalesPresentation or SalesStore.
Product Specifics and Decorations
The SAGE Product Toolbox includes additional product-specific information.
Some underlined values can be added directly into your SalesPresentation or SalesStore as:
Decorations
Additional costs
When selected, you can confirm:
Name
Price
Cost type
Then click Add to include the Decoration or Additional Cost to the document.
Settings
At the bottom of the SAGE Product Toolbox, you can control how the product appears to your customer.
You can choose to:
Show or hide pricing
Show or hide variants
Adjust customer-facing display settings
This is especially useful for high-level SalesPresentations where you want customers to focus on product ideas rather than pricing. Hiding pricing is not recommended for SalesStores.