Catalog Section

Learn about the Catalog section and its subsections: Products, Classifications, Brands, and Product Matrix.

Catalog Section

The Catalog section allows you to manage your products, classifications, brands, and product variations all in one place. It is divided into four subsections:

  • Products
  • Classifications
  • Brands
  • Product Matrix

1. Products

Manage and edit all products available in your store.

➞ Product Page Features

Search Options:

  • Search by Product Name
  • Search by Brand
  • Search by Category
  • Reset Filters
Product Page Search Options

Table Columns:

  • Product Name
  • Category
  • Brand
  • Price
  • Supplier
  • Brand
  • Tags
  • Quantity
  • Action (Edit/Delete)

Product Details:

  • Clicking a Product Name opens a Side Panel showing:
    • Full Product Details
    • Storage Locations where the product is available
Product Details Side Panel

➞ Adding a Product

  • Click Add Product (top right).
Add Product Button
  • Fill out:
    • Product Name
    • Category
    • Profile
    • Brand
  • If it's a Cannabis Product, additional fields will appear.
  • Upload a Product Image.
  • Click Save.

➞ Assigning a Package to a Product

Assign Package Button
  • Click "Assign Package" to view and manage all available packages across your system.
Package Search Filters
  • You can search packages by:
    • Location
    • METRC Discrepancy
    • Source
    • Package Status
    • Package Name
    • Category
    • Brand
    • Latest Activity

Once you find the package you're looking for, you can:

  • Import it to a product to add new stock
Import Package Button
  • Detach it if it's no longer needed or was incorrectly assigned
Detach Package Button

After clicking Import, you'll also have the ability to Activate the package so it becomes live and available in your inventory.

Central hub to manage and assign incoming inventory packages quickly and accurately.

2. Classifications

A Classification is a high-level grouping system—such as MJ (Marijuana) and Non-MJ—used to organize product categories.

Each classification includes:

  • A list of related categories (e.g., flower, vape for MJ; apparel, accessories for Non-MJ)
  • A designated tax profile

All categories and products under a classification will automatically inherit its tax settings and rules, ensuring consistent compliance and streamlined setup across the platform.

Think of it as the foundation that drives tax and product logic for everything beneath it.

➞ Classifications Page Features

Table Columns:

  • Name
  • Description
  • Is Mj
  • Action (Edit/Delete)
Classifications Table Columns

View Details:

  • Clicking a Classification Name opens a Side Panel showing:
    • Classification Details
    • Categories
    • Associated Image
    • Tax Profile Details
Classification Details Side Panel

Add Classification:

  • Fill New Classification From
Add Classification Button
  • Choose if MJ
Add Classification Is MJ Checkbox

Add Categories:

  • Add new Categories directly within the Classification.
Add Category Button
  • Add Category Details (if MJ)
Add Category Form

Display Category Name

  • Classification
  • Metrc Category Type
  • Metrc Purchase Type
  • Description
  • Color Code
  • Image Upload (not a requirement)

➞ Tax Profiles Logic

Example:

  • Cannabis Products: Special tax profile.
  • Non-Cannabis Products: Regular tax profile.

Set correct tax behavior at checkout based on Classification.

3. Brands

Organize and manage the brands your store carries.

➞ Brands Page Features

Search Options:

  • Search by Brand Name, Category, Tags

Table Columns:

  • Products
  • Notes
  • Action (Edit/Delete)
Brands Table Columns

View Brand Details:

  • Clicking a Brand Name opens a Side Panel with:
    • Brand Image
    • Brand Description
    • Brand Metadata

➞ Adding a Brand

  • Click Add Brand (top right).
Add Brand Button
  • Upload Brand Image.
  • Enter Brand Name and Description.
  • Save to display on the Brand Table.

4. Product Matrix

Create master products with multiple variations (like size, flavor, or color).

➞ Product Matrix Page Features

Two Tabs:

  • Attributes: Where you define properties like Size, Flavor, Color.
  • Product Matrices: Where you create Templates by combining multiple Attributes.
Product Matrix Tabs

➞ Creating a Product Matrix

  • Go to Attributes Tab:
    • Add desired Attributes (e.g., Size, Flavor etc.).
Add Attribute Button Add Attribute Form
  • Then go to Product Matrices Tab:
    • Add Product Matrices.
Add Product Matrices Button
  • Add the Attributes you created and Attach Existing Products to the Product Matrix
Add Product Matrix Attributes and Products

➞ Results

On the POS and E-Commerce pages:

  • Products will display as one main product with selectable variations.

Provides a cleaner, easier shopping and selling experience by grouping variations under one product.

Quick Summary

The Catalog section enables you to control your entire product database — from basic product listings and brand management to compliance-driven tax classifications and complex product variations — all from one place.