Getting Started

This guide walks you through the initial setup of SimplePIM and managing your product catalog.

Prerequisites

Before you begin, ensure you have:

• Access credentials provided by your administrator
• Product information ready (SKUs, descriptions, units)
• Optional: Barcode information for products

First Steps

1. Access the Product Catalog

Navigate to Products from the sidebar. This opens the main product management view where you can:

• View all products in a searchable, filterable table
• Create new products
• Edit existing product details
• View stock levels and location information

2. Understanding the Product List

The product list displays key information:

3. Customize Your View

SimplePIM allows you to customize which columns appear in the product list:

1. Click the Columns button
2. Select the columns you want to display
3. Include metadata fields as additional columns
4. Your preferences are saved automatically

Creating Products

Add a New Product

1. Click Add Product
2. Fill in the required fields:
   • Code: Unique product identifier (SKU)
   • Name: Product description
   • Unit: Measurement unit
3. Add optional fields:
   • Barcode: Scannable barcode number
   • Dimensions: Width, height, depth
4. Save the product

Import Products

Products can also be synced from external systems:

• Lemonsoft ERP: Automatic product synchronization
• Manual Import: Bulk data import (contact administrator)

Next Steps

Once your products are set up:

• Add custom metadata to extend product data
• View stock levels across locations
• Print labels for products
• Configure filters for quick searching