How to set up Product Custom Attributes

You'll first need to create custom product attributes under the Custom Attributes section to get started. Follow these steps:

1. Navigate to Settings Menu:
   • Go to the Settings menu in your Web app.
   • Click on the Custom Attributes section.
2.  
3. 

   2. Create a New Attribute:

   • On the third tab, labeled Products, click to access the section where you can define new custom attributes for your products.3. Select Attribute Type: You can choose from various attribute types depending on your needs:
     • Short Text: For brief textual information (e.g., color, model name).
     • Long Text: For detailed descriptions (e.g., product specifications).
     • Numeric: For numbers like weight, price, or dimensions.
     • Yes/No: For binary choices (e.g., is the product in stock?).
     • Selection: For single-option selection from a list (e.g., product category).
     • Multiple Selection: For multiple options from a list (e.g., compatible accessories).

 

4. Save Your Attribute: After defining your custom attribute, click a save button, to save changes. Your new attribute is ready to be assigned to your products.

---

Step 2: Assigning Values to Custom Attributes

After creating your custom attributes, you need to assign values to them for each individual product. There are three primary ways to do this: via the Product Details Web UI or Web Import & Export and API.

Option 1: Using the Product Details Web UI

1. Go to the Products Section:

• Navigate to the Settings menu and click on Products

2. Select the Product:

Find the product you want to update and click on it to view its details.3. Edit Product Attributes:

• • In the product details page, you can find the custom attributes you created earlier.
  • Manually enter the relevant values for each attribute (e.g., if the attribute is "Color," select or type the appropriate color for this product).

4. Save Changes:

• • Once you've entered all the necessary information, save your changes.

Option 2: Using Web Import & Export

1. Import & Export:

Open the Product main page and click on a new product to see the Import option.

2. Download Product Template:

• • If you’re importing new data, download the import template. This will allow you to fill in your custom attributes in bulk.

3. Fill in Custom Attribute Data:

• • Open the template in a spreadsheet program (e.g., Excel) and fill in the custom attribute values for each product. Ensure that each column corresponds to a custom attribute.

4. Upload the Spreadsheet:

• • After filling out the template, upload it back into the system through the Import function. This will automatically assign the custom attribute values to each product in bulk.

 

Option 3: Using Products API Import & Export

Repsly public API documentation:

• Products Import API: https://repsly-dev.readme.io/reference/product
• Products Export API: https://repsly-dev.readme.io/reference/products  

Note: 

• If the product custom attribute is NOT defined in the API request, the value of the custom attribute will not be changed. 
• Custom attribute value “deletion” is done by defining an attribute value as empty.

Once created product custom attributes can be used:

• By Reps - to get additional product info over product attributes when creating Sales documents
• By Managers - for enhanced custom reporting in Insights Dashboards and Integration
• By Professional services team to build custom integrations and reports

---

 

Conclusion

Product custom attributes are a powerful tool that allows businesses to capture and manage unique product data. By creating attributes, assigning them to products, and leveraging them in various functions, businesses can improve operational efficiency, gain deeper insights, and offer better customer service.

Follow the steps above to ensure you're making the most of custom product attributes to enhance reporting, streamline sales processes, and enable better decision-making across your organization.