Set up master data (colours, sizes, units)
Several drop-downs in the product form show lists your organisation maintains. Set these up before creating products, so staff pick from a clean, consistent list instead of typing "blue", "Blue" and "BLU".
Where: Dashboard → Settings → Master data
Who: view master-data.view; add master-data.create; edit master-data.update.
The lists the Catalog uses
| Master data type | Used in the product form for | Example items |
|---|---|---|
| Product Color | Variant Color | Black, White, Pink, Natural, Blue, Red |
| Product Size | Variant Size | Small, Medium, Large |
| Product Shape | Variant Shape | Round, Square, Natural |
| Pack Unit | Product Pack Unit | Pieces, Box, Case |
| Unit Of Measure | Must contain at least one active item before products can be saved (see the note below) | Pieces, Kilogram, Gram |
| Dimension Unit | Variant Dimension Unit and Package Dimension Unit | Centimeter, Millimeter, Meter |
Add an item
- On the Dashboard open Settings, select Master data, and choose the type, for example Product Color.
- Select Add item and fill in:
| Field | What to enter | Example |
|---|---|---|
| Code | The stored value. Saved in capitals, and spaces become underscores. Can't be changed later. Up to 100 characters. | NAVY BLUE → NAVY_BLUE |
| Label | What people see in the list, up to 150 characters | Navy blue |
| Description | Optional, up to 500 characters | Pantone 19-4024 |
| Sort order | A whole number; lower numbers appear first | 40 |
| Active | Ticked to offer it in forms | Ticked |
- Select Save. The item appears in the list (Code, Label, Description, Sort order, Status).
Example: Bright Home Supplies sells blue and red T-shirts, so Sana adds two colours:
| Code | Label | Sort order |
|---|---|---|
BLUE | Blue | 50 |
RED | Red | 60 |
Edit, deactivate or reactivate
- Edit changes the label, description, sort order or Active setting. The code is fixed.
- Deactivate removes the item from future choices. Products that already use it keep their value. When you open such a product, the form shows the value as "(unavailable legacy option)".
- Reactivate offers it again.
Use the All / Active / Inactive filter to find items.
Codes are permanent and appear on every variant that uses them. Use simple, stable codes such as
BLUE, LARGE, CM, and put the friendly wording in the label.
Known limitations
The product form's Unit Of Measure list is currently fixed to PCS, KG, GRAM, LTR, METER, and Product Type to GOODS, SERVICE. They don't use your master data. However, the form won't let you save a product unless the Unit Of Measure master data list has at least one active item. You'll see "Units of measure unavailable. Ask an administrator to add active master data items before saving products."