What it does
The Add Product dialog lets you manually create a single product in your project catalog. This is useful when you have a specific product to add and already know its details.
How to add a product
- Go to the Products page.
- Click the Add Product button in the top right corner.
- Fill in the product details:
- Title (required) — the product name.
- Part Number — the manufacturer's part or model number.
- Manufacturer — start typing to see autocomplete suggestions from existing manufacturers in your project.
- Group — assign the product to a group (e.g., "Lighting", "Plumbing"). Start typing to see existing groups or create a new one.
- Quantity — how many units are needed.
- Unit — the unit of measurement (e.g., "EA", "LF", "SF").
- Description — additional details about the product.
- Optionally, upload a PDF cutsheet by clicking the upload area or dragging a file onto it. Only PDF files are accepted.
- Click Save to add the product to your catalog.
Other ways to add products
- Import Products — bulk import from PDFs, spreadsheets, or cloud storage (OneDrive, Google Drive, Dropbox).
- Submittal Builder — drop a schedule or submittal PDF into the Builder chat. It reads the products for you.