3. Adding & Editing Products and Inventory

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Adding products on LeafLink offers multiple benefits for your team:

  • Showcases your inventory to customers with photos, product details, and more
  • Ensures accuracy when creating manual orders for customers not yet on LeafLink
  • Provides insight into inventory information for your team internally

During on-boarding, a walk-through of these and other steps are provided by our Client Experience team. Use this guide as a refresher when adding new products and editing your inventory. 

  1. Before Adding Products
  2. Add New Product
  3. Bulk Add

Before Adding Products

Before creating products using either Add New Product or Bulk Add, we recommended the following:

  • Add a Product Line: Creating a Product Line to associate products with helps keep your inventory streamlined and easily searchable for your customers. Learn how to create a Product Line here.
  • Create a Product Template: Adding multiple products will be much faster if you create a template first. Learn how to create a template here.

Add New Product

Add New Product is the long-form way of adding products. If you have a lot of products to add at once, we recommend using Bulk Add with templates (see below for instructions).

To get started with adding and editing Products, click Inventory in the LeafLink navigation panel.

Add/Edit a Product

Click Add New Product. Choose from an existing Product Template from the dropdown; otherwise, choose Blank. Then, follow these steps:

  1. Brand: Select an affiliated brand for this product. (If there is only one brand associated with your account, the affiliated brand will automatically default.)
  2. Product Line: Associate a Product Line to this product. This step is essential for product visibility.
  3. Product Name: Enter a product name. This is how retailers will see the product listed.
  4. Product SKU: If you do not have a current SKU number, we recommend creating one, otherwise the software will auto-generate a randomized SKU.
  5. This product has varieties: This will add a new section at the bottom of the page where you can add varieties for the product. Retailers will have a choice of package sizes, flavors, or strains when shopping this product.
  6. License: Select the appropriate license for this product: Recreational, Medical, or N/A (Used for Accessories). Based on the license you choose, the product will display for Recreational or Medical Only retailers. Products marked as N/A will appear in both marketplaces.
  7. Product Listing State: Select the appropriate Product Listing State from the drop-down menu: Archived, Available, Backorder, Internal, Sample, Unavailable. (Read here for more information about when to use each Product Listing State). Available and Backorder products will appear on your menu, but others will remain internal to your team.

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Product Inventory Information

  1. Inventory Management: Select the Inventory Management type.
    • Managed - When a buyers places an order, the quantity they order will be deducted from your inventory.
    • Unlimited - If you choose unlimited, the product is treated as though it is always in stock on LeafLink. This can be used by brands who are forecasting production needs, and/or brands who are tracking inventory using another platform. If you select Unlimited Inventory, you cannot use the backorder functionality.
    • Inherited - This is a style of managed inventory used when a product's varieties "borrow" inventory from the parent product. For example, you might have 5 pounds of flower (the parent product) that you package into various sizes (the varieties).
  2. Inventory: This is the quantity of the product you have in your inventory. If you select Managed or Inherited inventory you must enter the starting amount of inventory prior to launching this product.
  3. Unit Denomination: Enter the amount of the product associated with the unit of measurement. For example, flower may be sold in 1 ounce increments, so your unit of measure would be ounces and your unit of denomination would be 1.
  4. Enable Sample Requests: Select whether or not you will offer sample requests for this product by checking the affiliated box.
  5. Min Order: This is the minimum amount of a product a buyer must order in a single transaction for the order to be placed. If the minimum is not met, the order will not be processed and the buyer will be notified. If there is no minimum, leave this field blank.
  6. Unit of Measure: Select milligram, gram, kilogram, ounce, pound, unit, or case.
  7. Product Availability: Also known as “product drop”, you can schedule a new product to be released on your menu as Available at a certain date and time.
  8. Max Order: This is the maximum amount a buyer can order in a single transaction. If the maximum is exceeded, the order will not process and the buyer will be notified. If there is no maximum, leave this field blank.
  9. Sell in Multiples: If selected, retailers will select the number of cases or packages to purchase, rather than individual units.

product-inventory-information.png

Product Details

  1. Description: Enter a product description. Be sure to include all product details.
  2. Wholesale Price: This is the price a buyer will pay for your product.
  3. Sale Price: Optionally, enter a sale price (a discounted price visible to all buyers). The sale price will appear in red on the Shop page and the wholesale price will have a strikethrough.
  4. Retail Price: Enter an MSRP, or the recommended price for selling to consumers.

product-details.png

Product Specifications

To add product specifications:

  1. Select a Specification Type for your product (i.e. THC, CBD, THCa, CBDa, etc.).
  2. Depending on the type of specification you selected, different fields will populate. Fill out the appropriate fields related to the specification.
  3. Select Add Additional Product Specs to add more than one product specification.

product-specifications.png

bulb.png Note: Selecting an item with a dosage unit allows you to add a range (i.e. 20-25% THC) by selecting the "Is this value a range?" box.

Product Dosage/Classification

To add product dosage and classification:

  1. Select a Product Category including Cartridges, Pre-Rolls, Tinctures and more.
  2. Select or type strain information in the Strains dropdown.
    • Required if adding a Flower product. Optional otherwise.
  3. Select a Strain Classification. If your product is an accessory, or lacks strain specificity, select N/A.
  4. Select Allow Fractional Quantities to allow customers to order this product in fractions.

product-dosage-classification.png

Product Visibility Settings

  1. Featured Product: To make a product a Featured Product on your menu, check this box. A featured product will appear at the top of your Shop page and have greater visibility to buyers. A product image is required for featured products. You may feature one product per brand, per license.
  2. Show Inventory Quantity to Buyers: To allow retailers to view your current inventory quantity, check this box; otherwise, it will remain hidden from retailers.
  3. Available Threshold Value: The threshold value is the quantity of product at which the Threshold Action will be taken.
  4. Threshold Action: Once the threshold value is reached, select whether to move this item to unavailable, move this item to backorder, or keep this product visible to buyers while preventing orders.

product-visibility-settings.png

bulb.png Note: Fields 2–4 only appear when Managed is selected as the Inventory type in the Product Inventory Information step above.

Product Images

  1. Select Choose File to upload a product image you would like to display next to your product's description.
  2. To specify the order in which the images appear, enter a number (1-5) in the field Image Position.
  3. To select multiple images, click the green button Add Another Image. You can add up to 5 images per product.

product-images.png

Once finished, click Save.

Product Varieties

The product varieties section will only appear if This product has Varieties was selected in the first section of the page.

  1. Enter in the varieties that you would like to offer for your product. The information entered here overrides the information on the parent.
  2. To add another variety, click the green box titled "Add Another Variety" to generate a new set of fields for each individual variety.

Once you have added all of the varieties that you would like to add, click Save. To preview the product upon saving, select Save and View from the dropdown. If you’re adding more products, select Save and Add Another.

If you’ve added products in the Available or Backorder states, we recommend clicking Manage Menu in the LeafLink navigation panel after saving to preview how the product appears to retailers on your menu.

Bulk Add

Bulk Add is the short-form version of Add Product. It’s ideal for use with a template, which you can learn how to create here.

Bulk Add splits your product details into Required Fields, Product Specifications, and Optional Fields.

On this page, enter the following required information:

  1. Brand: Select an affiliated brand for this product.
  2. Choose Image: Only one product image is supported in Bulk Add. To add more images, edit the product from the Inventory tab, where you can add up to 5.
  3. Listing State: Select the appropriate Product Listing State from the drop-down menu: Archived, Available, Backorder, Internal, Sample, Unavailable. (Read here for more information about when to use each Product Listing State). Available and Backorder products will appear on your menu, but others will remain internal to your team.
  4. License: Select the appropriate license for this product: Recreational, Medical, or N/A (Used for Accessories). Based on the license you choose, the product will display for Recreational or Medical Only retailers. Products marked as N/A will appear in both marketplaces.
  5. Product Description: Enter a product description. Be sure to include all product details.
  6. Product Name: Enter a product name. This is how retailers will see the product listed.
  7. Quantity: This is the quantity of the product you have in your inventory. If you select Managed or Inherited inventory you must enter the starting amount of inventory prior to launching this product.
  8. SKU: If you do not have a current SKU number, we recommend creating one, otherwise the software will auto-generate a randomized SKU.
  9. Price: This is the price a buyer will pay for your product.
  10. Sale Price: Optionally, enter a sale price (a discounted price visible to all buyers). The sale price will appear in red on the Shop page and the wholesale price will have a strikethrough.
  11. Retail Price: Enter an MSRP, or the recommended price for selling to consumers.
  12. Inventory Management: Select the Inventory Management type.
    • Managed: When a buyers places an order, the quantity they order will be deducted from your inventory.
    • Unlimited: If you choose unlimited, the product is treated as though it is always in stock on LeafLink. This can be used by brands who are forecasting production needs, and/or brands who are tracking inventory using another platform. If you select Unlimited Inventory, you cannot use the backorder functionality.
    • Inherited: This is a style of managed inventory used when a product's varieties "borrow" inventory from the parent product. For example, you might have 5 pounds of flower (the parent product) that you package into various sizes (the varieties).
  13. Minimum Order: This is the minimum amount of a product a buyer must order in a single transaction for the order to be placed. If the minimum is not met, the order will not be processed and the buyer will be notified.
  14. Units
    • Unit Denomination: Enter the amount of the product associated with the unit of measurement. For example, flower may be sold in 1 ounce increments, so your unit of measure would be ounces and your unit of denomination would be 1.
    • Unit of Measure: Select milligram, gram, kilogram, ounce, pound, unit, or case.
  15. Category: Select the product type.
  16. Strain Classification: Select the Strain Classification that is most applicable to your product. If your product is an accessory, or lacks strain specificity, select N/A.

bulk-upload.png

The checkboxes in Required Fields include:

  1. Enable Sample Requests: Select whether or not you will offer sample requests for this product by checking the affiliated box.
  2. Featured Product? To make a product a Featured Product on your menu, check this box. A featured product will appear at the top of your Shop page and have greater visibility to buyers. A product image is required for featured products. You may feature one product per brand, per license.
  3. Has Varieties? Retailers will have a choice of package sizes, flavors, or strains when shopping this product. This will add a new section at the bottom of the page where you can add the varieties. The information added to these fields will override the above.
  4. Selling in Bulk? If selected, retailers will select the number of cases or packages to purchase, rather than individual units.

Optional Fields include:

  1. Product Specifications: Select a Specification Type for your product (i.e. THC, CBD, THCa, CBDa, etc.). Depending on the type of specification you selected, different fields will populate. Fill out the appropriate fields related to the specification. Click Add a Specification to add more than one product specification. If you are selecting an item with a dosage unit, you may add a range (i.e. 20-25% THC) by selecting the "is this value a range?" box.
  2. Strains: Select one or more cannabis strains which best match your product. This step is optional unless you are adding a flower product, in which case you will be required to specify a strain.
  3. Go Live Date: Also known as “product drop”, you can schedule a new product to be released on your menu as Available at a certain date and time.
  4. Max Order Quantity: This is the maximum amount a buyer can order in a single transaction. If the maximum is exceeded, the order will not process and the buyer will be notified. If there is no maximum, leave this field blank.

Once finished filling out the fields, click Create Product.

If you’ve added products in the Available or Backorder states, we recommend clicking Manage Menu in the LeafLink navigation panel after saving to preview how the product appears to retailers on your menu.

bulb.png Note: Your existing menu items will appear below the Bulk Add form. To edit a product using the form, click on the line containing the product. Its details will appear in the fields, allowing you to edit and click Apply Edits to Selection.

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