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How to create your Schedule and add Products

Learn how to create your first Schedule, and the main ways to add products including from URL, Webclipper, your Product Library, and custom entries.

Written by Gail Esterhuyse
Updated over a month ago

This guide shows you how to set up schedules in your projects and add products using multiple methods- from URLs, the Web Clipper, your Product Library, or as custom entries- so you can efficiently build and organise your product specifications.


Creating and organising your schedule

Every new project includes a default "Untitled Schedule" that you can customise to match your workflow.

To create additional schedules:

  1. Navigate to your project's Files list

  2. Select Create file button at the top right corner of your screen

  3. Select Schedule to create a new schedule

To rename a schedule:

  1. Open your schedule from the project Files list

  2. Click on the schedule name

  3. Type in your new schedule name in the text field

To create sections within your schedule:

Sections help you organize products by category, location, or any grouping that suits your workflow.

  1. Click + New Section at the bottom of your schedule, or the New button to the top right of your screen

  2. Enter a section name

  3. Press Enter


Adding products from a URL

The fastest way to add products is by pasting a supplier's product page URL- All you need is the URL from your supplier's website, and Programa will scrape its top level data, and populate your Schedule for you!

  1. Navigate to the supplier's product page and copy the URL from your browser's address bar

  2. Click Add from URL under your desired schedule section

  3. Paste the product URL into the field

  4. Click Add

Pro Tip: If there’s any specific information you’d like to update after importing a product, you can either update it manually, use the webclipper, or update with URL. Click here for more information.

Note: The supplier field won't populate automatically. Add your rep directly from your Address Book after importing.


Adding products with the Web Clipper

The Web Clipper lets you capture product information directly from any supplier's website, eliminating manual data entry.

Prerequisites: Download and install the Web Clipper Chrome extension first.

  1. Navigate to the supplier's product page

  2. Click the Programa icon in your Chrome toolbar (the Web Clipper opens on the left of your screen; click > to move it right)

  3. Use the Web Clipper Smart Fill feature to auto-fill details for you, or:

  4. Right-click the product image and select Clip Image (or use the screenshot tool by clicking the crop icon)—you can add up to 4 images per product

  5. Highlight text on the page, then select the field you want to add it to from the dropdown, or click the + button in a field and select the information

  6. To save attachments (warranties, manuals, etc.), click the + button in the attachments field, then select the file

  7. Click Clip at the bottom of the clipper window

  8. Select your Project, Schedule, and Section

  9. The Clip button turns green when successfully added

Tip: Use the Web Clipper or edit from URL feature to update existing product details by matching information from the supplier's website.

For more information, see our guide here.


Adding products from your Product Library

Save time by adding products you've previously saved to your Product Library—all specifications populate automatically.

  1. Click the Product from Library button at the bottom of your schedule section

  2. Search using supplier name, brand, or description in the product selection tray

  3. Click the product to add it

Important: Products added from the Product Library are not synced. You can modify details (finish, image, pricing) in your schedule without affecting the original library product. If you update products in your Product Library, remember to manually update your schedule as needed.


Adding custom products

Create product entries from scratch for custom items that aren't available on supplier websites or in your Product Library.

  1. Click the Custom Product button at the bottom of your schedule section

  2. Click the grey upload box and choose your image file (JPEG, PNG, WebP, or SVG only)

  3. Enter product information in the relevant fields

  4. To add supplier information, click Supplier at the end of the product row—this opens the editing menu and saves details to your Address Book

  5. To add attachments, notes, or custom specifications, click Details to open the Product Detail panel

  6. To add pricing, click the Financial tab in the Product Detail menu

Tip: Toggle Show Markup at the top of your schedule to apply optional markups to your products.


Need more help with your schedule setup? Contact our support team via live chat for personalized assistance.

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