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Adding Products to Your Library
How to add a product to the library via a Schedule
How to add a product to the library via a Schedule
Gail Esterhuyse avatar
Written by Gail Esterhuyse
Updated over a week ago

You can add products to your Product Library directly from your Schedules. Essentially, you are copying products in to your schedule to your product library. This is so you can choose specific products to add to your library and control at what point they are added.

Products saved to your library are copied from your schedule, however they are not linked. If you make updates to a product in your schedule, the edits will not sync to your library. This is to prevent potential errors when making product changes in your schedule across different projects. Remember to update your product library listing if the changes are universal.

Demonstration:

Instructions:

  1. In your schedule, find a product that you would like to save to your product library

  2. Click the Three dots at the end of the product row to open the product options (the dots are located to the right of the supplier details)

  3. Select 'Save to Product Library' from the dropdown options

  4. Click the 'Product Library' tab in the left-hand toolbar to see your new product listing

Bulk Adding products to your Library :

  1. In your schedule, find the products that you would like to save to your product library

  2. Hover your mouse over the product and select the checkbox icon to the left hand side of the product.

  3. Multi-select all of the products you want to add to your library.

  4. Select the 'Action' button at the top of your page.

  5. Select 'Add to Product Library'. This will add all selected products directly to your library.

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