How to publish products to one or more collections

How to create Catalog Collections

Head to your Products Manager page, which can be found by clicking on the Products tab in the left-side navigation panel:

The following is a list of some of the main tasks that can you do on your Products management page:

Publish or unpublish products to a collection
Archive products
Assign products to sections
Set MSRP and wholesale pricing
Edit individual product images, descriptions and variants
Manage inventory settings
Add product notes and tags

Navigation:

On your Products page, there are three main tabs or sections that you will be working with:

Organize
Pricing
Inventory

How to use search filters and bulk editing tools

Click on the Bulk Edit button to use the bulk editing tools:

To apply filters to your products list, click on the Search & Filter button:

Unpublished vs Published vs Archived

Published products are available for purchase while Unpublished products remain hidden until you choose to publish them. You can also Archive any products that you want removed from your products list.

Please note that product deletion is not available at this time. You can archive products instead, which will completely hide them from your active product list view. You can bring back archived products at any time.

Step 1 - How to select products to publish to a collection

To get started, select the products that you want to publish in your collection. You can either publish products to a collection in bulk or individually. You can select products by checking/unchecking the boxes in each row. Selecting the top checkbox will select all products:

Tip: If you have more products that you want in a collection than out, one quick way to add them is to publish all of them at once and then unpublish the individual ones that you don't want in that collection.

Step 2 - How to bulk publish selected products to a collection

After you have selected the products that you want in a collection, click on Publish/Unpublish in the bulk edit toolbar. Then select New Status, then select Published, and then click Save:

Note that you can filter the product view between draft, published and archived by using the filters seen here:

Step 3 - Check your work and preview your catalog collection

This is a good time to preview your work and see what your customers will see. You can do this by heading to your Catalogs page:

Step 4 - How to create Product Sections (optional)

Head to your Catalogs page and navigate to Sections:

Click on Add A New Section and then enter the title and description (description is optional) and click save:

Note: You will need to click into the description box in order to click the save button.

Step 5 - How to add your products to the sections you created

For this part head back to your Products page. From here you can either add products to sections individually:

or in bulk:

Click Bulk Edit and then click Edit Sections:

Step 6 - How to set Wholesale Pricing

When you sync your ecommerce products to Candid the MSRP prices will sync over but not wholesale pricing. This way you have full control over what you want to set your markup as.

To get started click on the Pricing tab:

You can select the products you want to update by selecting their adjacent checkboxes. You can select them all at once or individually. You can also select certain products by name or SKU by using search filters.

Click on Edit MSRPs or Edit Prices text to open up the pricing editor. From here you can update all your pricing by markup or margin percentage:

If the pricing for your products varies you can also choose to edit each variant individually:

Step 7 - How to set your inventory settings

To manage your inventory settings click on the Inventory tab:

You can choose to sell available stock only on all or just some of your products by toggling this button on/off:

To bulk edit your inventory settings you will need to click on the gear wheel icon found next to the Inventory tab:

Step 8 - How to add product notes (optional)

You can add product notes by clicking on the notes field for each product. This can be done in bulk or individually:

Step 9 - How to add Product Tags (optional)

Tags can be handy when you're searching for a particular group of products. You can create product tags by clicking on the tags field in each product row. Tags can be edited in bulk or individually:

Note that tags from Shopify will also sync over after integrating with your store.

Need help getting set up?

These features are very customizable but can be tricky to get right the first time. Our support team is happy to jump on a Zoom call and help set everything up for you. Send us a message if you would like assistance: team@candidwholesale.com