Updating Existing Product Details

You can update existing products to keep their information accurate and up to date. This article explains how to update product fields, change the owner, and attach files to a product.

Updating the product details

You can update the fields in a product record to keep the information accurate and relevant.

1. Go to the Products module.
2. Click on a product to open its details page.
3. You can update the basic details on this page.
4. To view or update all fields, open the tab, which contains the complete list of fields.
5. Click this icon next to any field you want to edit, make your changes, and save.

Updating the owner

The Owner field indicates the user who is responsible for managing the product. Changing the owner helps you reassign responsibility for maintaining the product’s data.

To update an owner:

1. Open the product’s details page.
2. In the Owner field, click
3. Select the new owner from the dropdown list.
4. Click to save.

Each product can have only one owner.

Updating files

You can attach files to a product to keep all related documents in one place.

To add a file to a product:

1. Click on a product to open its details page.
2. Click the tab.
3. Select , then browse and select the file or drag and drop your file into the upload area.
4. The uploaded file will appear under the tab.

No specific permission is needed to upload files.