How to Edit a Product
Mistakes happen! We like to fix them easily.
- Click on the Products tab.
- Click on the specific product you wish to edit.
- Click the ‘edit’ button.
- All fields marked with an * are required fields.
- Edit the Name and Code to reflect the correct information.
- Edit the Product Size. The drop down provides a list of all categories/segments/size.
- It breaks it down to the exact size if you want to take your product to that level, it is not necessary.
- Save Changes.
How to Create a Product:
Why? New product line may need to be introduced or you may have inadvertently missed adding a specific model or model year.
- Click on the Products tab.
- Click on the 'Create' button.
- Once in the 'Create' mode, you will need to populate all fields marked with an asterisk.
- Definitions for fields:
- Name - Typically the full name of the product
- Model - Typically this is the full name of the product as well
- Code - The actual model code
- Product Year - The actual model year
- Active - Yes/No response - yes to ensure it is active and no when no longer an active model
- Active For - Options:
- Both - For sales and owners
- Neither - Doesn't apply to either owners or sales
- Owners Only - Use this for registrations and surveying owners
- Sales Only - Use this for marketing purposes, lead nurture, etc.
- Plant - If unique plants are within Aimbase, select the specific plant location from the dropdown
- Brand - Select specific brand from dropdown
- SKU - If you have a unique SKU for this product, enter within this field
- Product Type - Select specific type of product from dropdown, ie., boat or motorized RV or towable RV, ATV or golf cart, etc.
- Product Size - Select the specific size of the product from dropdown
- Display Order - Is currently not being used, but can be populated with a '0' as the default value
- Once completed, you will Save Changes and you are done and you have now created a brand new product.
FAQ's
1. How do I edit an existing product in Aimbase?
To edit a product, go to the Products tab, select the specific product, and click the Edit button. All required fields are marked with an asterisk (*). You can update fields such as Name, Code, Product Size, and other product attributes before saving your changes.
2. What product fields can be changed when editing?
You can update several fields, including:
- Name
- Code (model code)
-
Product Size (select from categories/segments/sizes using the dropdown, though fine‑granular selection is optional)
All required fields must be completed before saving.
3. Why would I need to edit a product?
Edits are often needed because mistakes happen and occasionally product details may need correction. The editing tools make it easy to update information quickly.
4. How do I create a new product in Aimbase?
Go to the Products tab and click Create. In Create mode, populate all fields marked with an asterisk (*) and click Save Changes. You have now created a brand new product.
5. When should I create a new product instead of editing an existing one?
You should create a new product when introducing a new product line, adding a new model, or adding a model year that wasn’t previously entered.
6. What do the required product creation fields mean?
The article defines several fields used during product creation:
- Name – Usually the full product name
- Model – Often the same as the name
- Code – The model code
- Product Year – The correct model year
- Active – Yes/No indicating whether the model is currently active
- Active For – Determines visibility for Sales, Owners, Both, or Neither
- Plant – Choose the manufacturing plant if multiple exist
- Brand – Select the brand from the dropdown
- SKU – Enter if your product has a specific SKU
- Product Type – Product category (boat, RV, ATV, etc.)
- Product Size – Product size selection from dropdown
- Display Order – Not currently in use; populate with 0 as a default
7. Is the Display Order field used for anything?
The Display Order field is currently not used, but it can be filled with a default value of 0.