Understanding Products and Variants
Buddy uses a two-level product structure:- Product: The main item (e.g., “Classic T-Shirt”)
- Variant: Specific versions with their own SKU and price (e.g., “Classic T-Shirt - Blue, Large”)
- SKU
- UPC/Barcode
- Price
- Unit level (Each, Pack, Case, Pallet)
Viewing Products
Navigate to Products in the sidebar. You can:- Search: By name, SKU, or UPC
- Filter: By status, category, or integration
- Expand: Click the arrow to see variants
Adding a Product
1
Click New Product
Click New Product in the top right
2
Enter Product Details
Fill in the product name and description
3
Add Initial Variant
Enter SKU, price, and unit information for the first variant
4
Save
Click Save to create the product
Adding Variants
- Open a product’s details (click the expand arrow)
- Click Add Variant
- Enter variant-specific information:
- SKU (required)
- Price
- Unit level
- UPC code (optional)
- Click Save
Unit Levels
Products can be sold at different unit levels:| Level | Description | Example |
|---|---|---|
| Each | Individual units | 1 bottle |
| Pack | Small groupings | 6-pack |
| Case | Standard shipping cartons | 24 units |
| Pallet | Bulk quantities | 100 cases |
Editing Prices
Two ways to edit product prices:- Inline editing: Click directly on the price in the table
- Full edit: Click the … menu → Edit for all fields
Product Fields
| Field | Description |
|---|---|
| Name | Product display name |
| Description | Product description |
| SKU | Stock keeping unit (per variant) |
| UPC | Universal product code (barcode) |
| Price | Base price (before tier discounts) |
| Unit Level | Each, Pack, Case, or Pallet |
| Status | Active, Discontinued, Seasonal, Draft |
| Category | Product category for organization |
Integration Sync
Products from connected integrations show source badges:- S (Shopify): Includes Shopify product ID and variant ID
- QB (QuickBooks): Includes QuickBooks Item ID
- C (Cin7): Includes Cin7 product ID
Bulk Actions
Select multiple products to:- Export: Download as CSV
- Update Status: Change status for all selected
- Delete: Remove products (if no order history)
Importing Products
See Import & Export for details on bulk importing products from CSV or Excel files.Tips for Better Matching
To improve automatic matching when processing POs:- Add alternative SKUs: Include customer-specific SKUs as aliases
- Include UPC codes: Barcodes help with matching
- Use consistent naming: Keep product names standardized
- Add common misspellings: Include variations customers might use