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Help/Products & processes/Set up product types

Set up product types

Categorise your products so they are easy to find and organise.

What this is for

Product types are the categories your products sit in — panels, banners, vehicle graphics, illuminated signs. They keep a growing catalogue tidy and easy to browse when quoting.

Set up product types — the screen in Sign OS
Set up product types — walkthrough video

What is on this screen

Each part of the screen above, top to bottom, and what changing it affects.

+ Add product type
A category that keeps products tidy when browsing and carries spec blocks.
Product type · Spec blocks · Status
Each type with how many spec blocks are enabled. Click to edit: switch spec blocks on and route each to a department, then Save changes.

Before you start

  • •You are signed in as an admin.

Step by step

  1. 1

    Open Catalogue → Product types.

  2. 2

    Use + Add product type to add the categories that match how you think about your work.

  3. 3

    For each type, turn on the spec blocks it needs and route each to a department, then Save changes.

Open this in Sign OS →

Tips & gotchas

  • →Keep the list short — broad categories are easier to quote from than dozens of narrow ones.

Related guides

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