Different Ways to Add Your Products

Choose a product route

Every product you add takes one of three routes, and all of them end as a line on a job:

• Supplier catalog: search for a product from an enabled supplier catalog when adding products to a job.
• Reusable product: create your own product, or import several with CSV. Search for it again on future orders.
• One-off custom line: enter a name, price and quantity in a job when you do not need a reusable product.

Save a Ceramic Mug product once, then add 24 mugs to a customer's order. The saved product describes what you sell; 24 is the order quantity. Creating the product does not put 24 mugs into stock. Use Stock Adjustments to record an inventory adjustment separately.

If you need to create your product before adding it to an order, jump to Create a reusable product or Import reusable products with CSV. If you are adding catalog products, reusable products, or one-off lines to an existing draft, start with your job below.

Start with a job

Open the quote or sales order draft you are working on. Add products inside a job. A job keeps related products and services together. One job might hold printed shirts, while another holds embroidered caps on the same quote.

1. Click + Job if your draft does not have a job yet.

   

   If your draft already has a job, skip to step 3 to use its product controls. You do not need a new job for every product.

2. Enter a Job Name, then click Save and Close. You can add services and tasks later.

   

3. Find + Product and + Custom in the saved job. Use + Product for catalog and reusable products. Use + Custom for a one-off line.

   

Add a supplier catalog product

1. In the job, click + Product.

2. Leave the filter on All Products, or open it and choose a supplier to narrow the search.

   

   Supplier missing from the list?

   Open Configuration > Settings > General > Catalog to check which catalogs are enabled. Ask someone with settings access if you cannot change them. Return to your draft after checking.

   

3. Search by product name or code, then select the matching product. Check the supplier shown beside the result. Typing 5000 finds the Gildan 5000 T-shirt.

   

   If the product is missing, check the code and the selected filter. See How Should I Search Catalog Products in YoPrint? for more search guidance.

4. Open Select a color and choose the color you need. You can type in the color menu to narrow the choices.

   

   Wait for the quantity fields and prices to finish loading. If you see Connect SanMar integration to enable real-time pricing, you can still continue with the displayed prices once the quantity fields are available.

5. Enter a Quantity beside each size you need. Check the selected rows and costs before continuing. Here, the order uses 12 Medium and 12 Large T-shirts.

   

6. Click Add and Close, then check the product, color, sizes and quantities in the job.

   

   Use Add and Keep Open to keep this window open for another product or color. Adding products to a job does not place an order with the supplier.

Add a reusable product to a job

1. In the job, click + Product. Search for the product you created or imported, then select it.

   

   Leave the filter on All Products, or choose Custom Simple Product or Custom Variant Product. These filters find saved products. They are separate from the job's + Custom button for one-off lines.

   Does your product have sizes or colors?

   Follow Add a variant product to a job.

2. For a product without sizes or colors, enter the Quantity and check the price. Click Add and Close.

   

3. Check the saved line in the job. Here, the line shows 24 Ceramic Mugs at $4.50 each.

   

Add a variant product to a job

If your reusable product has size or color variations, add the variations you need:

1. If the product has colors, select the color you need.

   

2. Enter a Quantity for each variation you need. Check its price before continuing.

   

3. Click Add and Close, then check the resulting job lines. Each variation appears as its own line in the job.

   

To add more items or adjust quantities, continue with Add a one-off custom line or Change products already in a job.

Add a one-off custom line

Use a custom line for an item you do not need to find in Products later, like a hand-painted display sample for a single event.

1. In the job, click + Custom. Enter the product name and Quantity in the new row.

2. Click the pencil icon in Unit Price to open Pricing Override. Enter the line's Product Total, then click Apply. The example uses $35 for one sample.

   

3. Click the checkmark at the end of the row to confirm the line. Use the minus icon beside it to cancel an unfinished line.

   

4. Check the saved line. YoPrint marks the line CUSTOM.

   

Create a reusable product

1. Open Configuration > Products, then click + Product.

   

2. Enter a Title and Price. Add any optional details you need, including brand and weight. Check the weight unit shown beside the field.

   Does your product have sizes or colors?

   Follow Create a product with variants before saving.

3. For a product without sizes or colors, leave both options set to No, then click Create.

   

4. Search for the product on Products and check that its row appears. Products without sizes or colors show SIMPLE.

   

To use the saved product in a quote or sales order, return to your draft and follow Add a reusable product to a job.

Create a product with variants

1. On Configuration > Products, click + Product. Enter the Title and Price. Turn on This product has multiple sizes or This product has multiple colors, as needed.

2. For sizes, type each size and press Enter after it.

3. For colors, click Add Color, enter a Label, select the color value, and click Save. Repeat for each color you want to offer.

   

4. Check the sizes and colors, then click Next.

   

5. Review the combinations. Change an individual variation's price or weight if needed. Click Back if you need to correct the product details, sizes or colors. Click Create when the variations are ready.

   

6. Search Products for the saved product. Its type is VARIANT.

   

To use the saved product in a quote or sales order, return to your draft and follow Add a reusable product to a job.

Import reusable products with CSV

1. Open Configuration > Products and click Download CSV Template.

2. Choose Simple Product CSV Template for products without sizes or colors. Choose Variant Product CSV Template for products with size or color choices.

   

3. Fill in the downloaded template. For a variant product, use a separate row for each size and color combination. Follow Import Products Using a CSV Template for field details and import rules.

4. Click Upload CSV Template, choose the matching Simple Product CSV Upload or Variant Product CSV Upload option, and select your CSV file.

   

5. Wait for YoPrint to process the file in the background. YoPrint sends an email with the import result when it finishes.

6. Refresh or search Products after the import finishes. Check that the products you expected appear before adding them to an order.

   

To use the saved product in a quote or sales order, return to your draft and follow Add a reusable product to a job.

Change products already in a job

1. To change a quantity, edit Quantity on the line and click outside the field. Wait for the updated total. Here, changing the mugs from 24 to 30 changes their total to $135.

   

2. To remove a line, click its trash icon. The line is removed immediately. Check the product and variant before clicking.

   

3. If you chose the wrong product, color or size, remove that line and use + Product to add the correct one. In this example, the Natural Small tote is replaced by Navy Small.

   

Your changes stay in the draft. Reopen the same quote or sales order to continue working on its jobs.

Edit a saved reusable product

To change the saved product itself, return to Configuration > Products. To change a quantity on an order, use the job line instead.

1. Search for the product, open its three-dot menu and choose Edit.

   

2. Update the details and click Save. This example changes the saved Ceramic Mug price to $4.75.

   

3. Open the row menu again and choose View to check the saved details.