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How to register products in the store

How to Register Products in the Store

Hello! How are you?

In this article, we will show you how to register products in the Store module!

⚠️ Important!

Before registering new products, you must first register the supplier and category.

🛒 Step-by-Step Guide to Registering Products

🟠 Step 1

Open the Store module menu and select Products.

You will then see a list of products that have already been registered, if any.

To start registering a new product, click the button in the upper-right corner of the screen.

Overview:

On the Yungas Platform, there are two ways to register products:

🔹 Register manually

🔹 Import using a .CSV file

🟠 Step 2

After clicking "Register Product(s)", a window will open where you can choose how to register the products.

🚀 Detailed Instructions for Registering New Products

🟢 Register Manually — Register One Product at a Time

When selecting this option, a form will open for entering the new product information.

Some fields are mandatory:

🔸 Title

🔸 Sale Price

🔸 Product Category

🔸 Supplier

🔸 Product Description

After completing the information, click "Register Product". Your product will then appear in the Store's product list.

⚠️ Important!

The SKU code is filled in by default. However, the Head Office can change it, provided that the code is not already used by another product.

🟢 Import via CSV — Register Multiple Products at Once

When selecting the .CSV option, click to download a spreadsheet template for entering product information.

The downloaded spreadsheet will contain the following fields, in this order:

SKU / Name / Description / Category / Supplier / Cost Price / Price / Image URL

⚠️ Important! Before uploading the file, follow these instructions when completing the spreadsheet:

  • Only files with the .CSV extension are accepted.

  • The .CSV file must not contain a semicolon (;) in any field.

  • Do not change the SKU of an existing product if you only want to update its information.

  • If you change the SKU of an existing product, importing the .CSV file will create a new product.

  • Make sure the category and supplier IDs are correct.

Required fields:

  • SKU

  • Product name

  • Category ID

  • Supplier ID

  • Price (must be formatted as currency)

To check the required IDs, access the Store report by clicking here.

After completing the product information in the spreadsheet, import the same file on this screen by clicking the button shown in the image below.

After confirming that the file has been selected and is ready to be imported, click the button shown in the next image.


Done!

Your products have been registered!

✏️ How to Edit a Product

To edit specific product information, such as its price, open the Store module menu and click Products.

You will see the complete list of registered products, as shown in the example.

Select the product you want to edit.

The same form used for manual registration will open, with the fields available for editing.

After making the changes, click the button at the bottom of the page to save them.

🎯 How to Disable or Enable a Product

In the Store module, click Products.

When the complete list of registered products appears, select the product you want to disable.

After opening the form, you will find the enable/disable control at the bottom of the page, as shown in the image.

When you click the button, it will turn red.

This means the product has been disabled and will no longer appear in the Store for units.

To confirm the change, click the save button.

🔄 Product Statuses

When a product has the status shown in the first image in the Status column, it will appear as illustrated below.

When a product has the status shown in the second image in the Status column, it will appear as illustrated below.

🔍 How to Search for a Product in the Store

Still on the Products tab, use the filters to make your search easier:

🔵 Filter by product category

🔵 Filter by supplier name

🔵 Search by product name

🤔 Still Have Questions?

Contact our Support team through the Message icon on the platform.

⌚ Support hours: 9:30 AM to 5:30 PM.

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