Adding Products

Using Products on MainEvent starts with adding them and that happens in the Admin section. Click Admin on the navigation menu and select View.

You will now be on the Global Admin page. On the left side of the page, you’ll see the Global Configuration Menu. Under the Products header, click Products.

This will bring you to the Products list. Any previously added products will be visible here.

You will be able to make Edit and Delete products from this menu (covered further in this document). You can also see the Active Status (Yes/No) of all products in the system here. In order to use a product at the Client level you must first add them to the Global site. The product will also need to be in Active status. To add a new product to the site, click Add Product.

You are now on the Edit Product page. Enter the name of the product. You can also select the Active Status here from a Yes/No select menu. The default will be to create the product in active status.  If you're using Integrations, you will also be able to tie the product to an integration field at this step.  

When you’re finished, click Save to add the product. The site will automatically navigate you back to the Products list and you will be able to view your product on the list.

Now that we’ve added the product to the site, you’re going to want to add the product to the necessary client(s). Begin by clicking Clients in the Global Configuration menu.

You’ll now be looking at the Clients list in the admin. Find the correct client name and click Edit.

This will redirect you to the Client Admin. In the Configuration Menu on the left of the page, click Products under the Clients header.

On the client level, you’ll see two separate sections for Products. The top section is titled Global Products. This is a select menu that you can use to make products active on the client. Any selected products will show as highlighted in this list. To select a single product, click the name. To choose multiple products, click Command+select.

This option allows you to quickly activate products. Once you have selected the products you wish to make active, click Save to make the changes.

The next section is simply called Products. This list will look very similar to the Global Products menu. The difference here is that products will default to Inactive status. To change the status of products in this list, click Edit or the Product Name.

Then from the Edit Product page, click the Active toggle to select Yes. You can also assign any integration fields to the product here, if your program is using them. Click Save to complete the change.

The product is now active on the client. To remove the product from the client, simply change the product to Inactive status.