Catalog
Create, edit, and manage products
Use the product list, filters, record editor, and detail tabs for day-to-day catalog work.
For workspace users and administrators · Updated October 1, 2026
What this module is for
Use the product list, filters, record editor, and detail tabs for day-to-day catalog work.
Use this page when you need to complete the task yourself and understand what each action changes. The steps name the relevant screen, explain why the action belongs in the workflow, and state what to verify before moving on.
Before you start
- Sign in with a role that can view or change the records in this guide.
- Have the product, file, channel, or workspace information ready before starting an action that saves data.
- Use a small test record or file first when an action affects multiple products or a connected channel.
1. Find or create a product
Complete these actions in order. They describe the screen to use, the decision to make, and the evidence to check before you move to the next stage.
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Step 1.1
Do this: Open Products and use search and filters to locate a record by name or SKU.
Why this matters: This keeps the find or create a product work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 1.2
Do this: Choose the create action, enter the required product fields, assign a category or family, and save.
Why this matters: This keeps the find or create a product work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Look for a confirmation message, a newly created record, or a job status entry. If nothing changes, read the inline field error or job detail before retrying.
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Step 1.3
Do this: Open the saved row to inspect its full record and tabs.
Why this matters: This keeps the find or create a product work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Look for a confirmation message, a newly created record, or a job status entry. If nothing changes, read the inline field error or job detail before retrying.
2. Update and review
Complete these actions in order. They describe the screen to use, the decision to make, and the evidence to check before you move to the next stage.
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Step 2.1
Do this: Edit Details and Attributes, attach assets in Media, and add variant or bundle records where needed.
Why this matters: This keeps the update and review work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Look for a confirmation message, a newly created record, or a job status entry. If nothing changes, read the inline field error or job detail before retrying.
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Step 2.2
Do this: Check Quality and SEO for missing fields; open Workflow & Tasks when a review is required.
Why this matters: This keeps the update and review work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 2.3
Do this: Review Channels & Publishing before sending product data downstream.
Why this matters: This keeps the update and review work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Look for a confirmation message, a newly created record, or a job status entry. If nothing changes, read the inline field error or job detail before retrying.
3. Bulk actions
Complete these actions in order. They describe the screen to use, the decision to make, and the evidence to check before you move to the next stage.
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Step 3.1
Do this: Select records only after confirming the current filter scope.
Why this matters: This keeps the bulk actions work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 3.2
Do this: Use Imports for mass updates and Exports for a reviewable extract; check job results for row-level errors.
Why this matters: This keeps the bulk actions work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
Events and statuses to watch
Actions such as saving, importing, exporting, connecting, publishing, and approving can either update a record immediately or create background work. Wait for the on-screen confirmation and then check the relevant list, detail view, or job status before repeating an action.
- Saved or created: confirm the record appears with the intended values.
- Queued, running, or processing: wait for completion and open the job or event detail if progress stops.
- Failed, partial, rejected, or blocked: read the specific message, correct the source data or permissions, then retry only the affected work.