In this article, we will cover product management. A good understanding of this is key as it is something you'll be using often.
To access your products:
Select Settings in the top right
Select My Company
Select Products
Select Add New Product to add new products or search for an existing product
Pro-tip: Click the blue drop-down arrow to view each product's details and/or make any edits.
Check out the video below, where we demonstrate the following:
Create a new product on PINATA
Create and add a SKU number
Create a new tag for it
Upload a training doc
Edit SKU number
Add new product to existing Program
NOTE: Per-product reference details will be shown to GoGetters in their reporting experience for quick access! Here's an example:
Pro Tip: You can also add new products on the program Overview tab as well! You'll see me show you where that is at the end of the video! Be sure to tag your products as it is a good way to group products together. It also makes searching for them easier!
Making a Product Inactive
This will hide the product from the platform & prevent all new data entry using that product (eg, on task creation for example). Note: even once made inactive, products that you used on programs in the past will still appear for record-keeping even if they no longer can be selected on tasks.