- 01
Open Manage lists
Open Products in the main navigation to go to the product library. Open the more-actions menu and choose Manage lists.
- 02
Pick the list
The panel has tabs for Categories, Manufacturers and Suppliers. Each tab shows the current entries.
- 03
Add a new entry
Type the name and add it. The entry is available across the workspace straight away.
- 04
Rename or remove entries
Edit an entry to rename it, or delete one you no longer need. Check the list for near duplicates before you add something new.
- 05
Use the lists on products
When you add a product to the library, the Manufacturer, Supplier and Category fields offer the entries you have created. Categories also appear as filter chips across the top of the library.
Good to know
- ✓Agree one naming convention (for example, the manufacturer's own brand spelling) so the lists stay free of duplicates.
- ✓Tidy the lists before a bulk CSV import so imported products match your existing entries.
Still stuck?
Send us the project and the step you reached, and we’ll take a look.