Creating a New Product

Creating a new product in Xada can be done either through the dashboard or via CSV import.

Step 1: Ensure the supplier exists

Every product in Xada must be associated with a supplier.

  • If the supplier already exists, you can proceed with product creation.
  • If the supplier does not exist, it must be created first.

Refer to the following article for instructions:

Article: Creating a Custom Supplier

Step 2: Choose how to create the product

Once the supplier exists in Xada, there are two ways to create new products:

  • Via the dashboard (recommended for single products)
  • Via CSV import (recommended for bulk product creation)

Option 1: Creating a product via the dashboard

This method is best suited for creating or managing individual products.

  1. Go to the Products page.
  2. Click the Create Product button.
  3. Fill out the product details.

Required fields

The following fields are mandatory and cannot be left empty:

  • SKU (must be unique within the system)
  • Supplier
  • Purchasability

Optional fields

During product creation, you may leave the other fields, including the following sections empty if preferred:

  • Options
  • Custom fields
  • Images
  • Colours
  • Sizes

If you choose to do this, ensure the product is set to inactive. You can populate or update this data later via the dashboard or through a CSV import.

For guidance on completing each section of the product page, refer to the following article:

Article: Editing Product Data

Option 2: Creating products via CSV import

CSV import is the fastest and most efficient way to create multiple products at once.

Step 1: Download the layout CSV

Download the layout CSV file to understand the required structure and column names.

Refer to the following article for detailed instructions:

Article: Creating a Custom Supplier

Step 2: Populate the CSV file

Once you have downloaded the layout CSV, open it in your spreadsheet editor and enter your product data. Not all columns are required. Below are the essential fields needed to create new products.

Required and commonly used columns

  • Product ID

    Leave this field blank. Xada will automatically generate a product ID. Leaving it empty indicates that a new product is being created.

  • Supplier Name (required)

    Enter the supplier name. If the supplier does not exist, Xada will automatically create it and assign the product to that supplier.

  • SKU (required)

    Enter a unique product SKU. This must be unique across the system.

  • Original Name (optional)

    Enter the product name.

    Original Description (optional)

    Enter the product description.

    Allow Purchases (required)

    Define how the product can be purchased:

    • buy_and_quote   - product is available for purchase and quote

    • quote_only   - product is available for quote only

      For more details, refer to the following article:

      Article: Understanding Product Purchasability

Step 3: Import the CSV file

  1. Save the file in CSV format, ensuring the encoding is set to UTF-8.
  2. Go to the Imports page.
  3. Click Import CSV.
  4. Upload the file and click Upload.

Confirming product creation

Once the import has finished processing:

  1. Go to the Products page.
  2. Locate the newly created products in the list.

If the products appear in the list, they have been successfully created.

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