Edit a product's details

Every product opens on its Overview tab, where the core identity, cost, brand, and flag fields live alongside cards for components, variations, tags, notes, and images. Editing happens inline, card by card — you click Edit on a card, change fields, and Save that card, rather than opening one big form.

Because a product's detail page spreads editing across roughly a dozen inline sections in seven tabs, the whole page cooperates behind one shared edit lock, and a stale-record banner warns you if someone else saves the product while you have it open. This guide walks the Overview edits and both of those safety mechanisms.

For creating a product from scratch, see Create a product. For a field-by-field lookup, see the Product detail page reference.

Before you begin

• You need the products.update permission to edit the Product Details card, tags, notes, and blemish info. Editing components or variations needs products.manage_variants. Without a permission, the matching Edit button is hidden. See Product permissions reference.
• Only one person can edit a product at a time. If someone else (or you, in another browser tab) is already editing, the page is read-only until they finish — see When someone else is editing.

Edit the Product Details card

The Product Details card holds the product's core identity and flags.

1. Open the product and stay on the Overview tab.
2. Click Edit on the Product Details card. This acquires the shared edit lock for the page.
3. Change any of the editable fields:

Field	Notes
SKU	Must stay unique across all products. On save, the uniqueness check excludes the product itself, so re-saving the same SKU is fine.
Name	Display name. Leave blank to fall back to the SKU.
Brand	Searchable — see Set the brand.
Barcode	Free text, up to 255 characters.
MPN	Manufacturer part number, up to 255 characters.
Type	Standard, Bundle, Kit, Matrix, Blemished, or Manufactured. Changing the type is guarded — see Change the product type.
Default Cost	Fallback valuation cost used only when stock enters with no purchase/FIFO cost to draw from (opening balances, stock takes, cost-less adjustments).
Dropshippable	Whether the product can be dropshipped.
Show in POS register	Whether it appears in the point-of-sale register.
Decoration consumable	Marks thread/ink consumed by decoration. Shown only when decoration is enabled for your account. Ticking it also makes the product non-sellable — sellability is derived from this single toggle.
Lot tracking	Enable lot/FEFO tracking and its shelf-life fields. See the Inventory lots & expiry guide for how lots are consumed.
Min stock level	Reorder-alert threshold.

4. Click Save. A "Product updated" confirmation appears and the card returns to read-only, releasing the lock (unless another card is still open).

Average Cost is displayed on this card but isn't editable — it's the unit-weighted average across active FIFO layers and is recomputed on every inventory change. Both Default Cost and Average Cost show a per-unit suffix (for example / KG) when the stock unit of measure isn't EACH. See Configure a product's units of measure.

Set the brand

The Brand field is a searchable autocomplete. Start typing to filter your existing brands.

• If the brand you want doesn't exist yet, type its full name and pick the Create option — saving the product creates the brand and assigns it in one step.
• Clear the field to remove the brand.

When a brand is set, the Overview header and the read-only Product Details card link the brand name straight to its Brand detail page. To manage brands centrally, see Manage brands.

Change the product type

Changing Type is allowed but guarded, because a product's type determines whether it carries inventory:

• Converting an inventory-bearing type (Standard, Kit, Blemished, Manufactured) into a non-inventory type (Bundle, Matrix) is blocked if the product holds any inventory history — stock layers or movements — even if that history is only a stock take. Saving returns a clear error rather than orphaning FIFO layers.
• Converting Standard → Kit is allowed even when the product already has sale or assembly movements, because both types track their own stock and sell as a single line.
• Any other type change on a product with sale/assembly movements is rejected.

When you convert to Bundle or Kit, the edit form reveals a Components picker so the new bundle/kit ends up with at least one component. For the full model, see Convert & auto-detect product types and Product types explained.

Leaving Type unchanged is always safe: on save the type is optional and, when omitted, the product inherits its existing type — the type only ever changes when you deliberately pick a new one.

Suppliers only sync for Standard and Kit

When you save, the product's supplier links are re-synced only for Standard and Kit products. Bundle, Matrix, Blemished, and Manufactured products ignore the suppliers payload on this save. Manage sourcing on the Suppliers tab.

Edit components (bundle / kit)

For Bundle and Kit products, a Components card lists the child products and their quantities.

1. Click Edit on the Components card (needs products.manage_variants).
2. Add a component by typing a SKU or name into the inline add row, or remove one with the × button. Set the Qty per unit for each.
3. Click Save.

You can edit a kit's or bundle's components at any time — even after it has recorded assemblies or sales. A save is rejected with a validation error (HTTP 422) only when the new set of components is invalid: it's empty, includes a product that isn't a Standard or Kit, lists the product as a component of itself, or forms a circular reference (a kit that ultimately contains itself). The message names the offending component so you can fix it. For how components behave, see Build bundles & kits in the Workshop, Kits vs bundles, and the Kit & bundle component reference.

Edit matrix variations

For Matrix parents, a Variations card lists the child products (variations) under the parent.

1. Click Edit on the Variations card (needs products.manage_variants).
2. Type a SKU into the inline add row to attach an existing product as a variation, or remove one with the × button.
3. Click Save.

Variations follow a strict two-level shape, enforced on save:

• Two levels maximum — a variation can't itself sit under another variation. You can't attach a product whose parent is already a variation.
• A product that's a variation (has a parent) can't have its own variations.
• Every variation SKU must be unique among the siblings and versus the parent SKU.
• A variation can't be the parent itself, and a product can't be its own parent.

To choose which attribute columns show in the variations table, click Attributes to Compare and pick from the attributes shared across the children (shared_children_attributes). Each variation's SKU links to its own detail page. For the taxonomy behind this, see How product taxonomy works and Set a product's categories & attributes.

Edit blemish info

For Blemished products, a Blemish Info card shows the original product it was derived from (linked to its detail page) plus editable Condition and Reference fields. Click Edit, update them, and Save. See Create a blemished product.

Manage tags

The Tags card lets you attach free-form labels. Add a tag by typing it and pressing enter; remove one with the chip's × (both need products.update).

Tag saving uses a sync model: the tags you send replace the product's tag set, so removing a chip and saving deletes that tag from the product. (Omitting tags entirely from a save — as the other cards do — leaves existing tags untouched.)

The Tags card always sends the full set (sync), but the save API also accepts a tags operation — set, append, or delete — so an integration or import can add or drop specific tags without resending the whole list.

To add or remove tags across many products at once, use Bulk-edit products, which supports append, remove, and clear operations.

Add notes and images

• Notes — type a note and click Add; delete a note with its trash icon. Notes are stamped with the author and time.
• Images — the Overview shows an image summary; add, reorder, and set a primary image on the Images tab.

"Used In" — where this product is a component

If the product is a component of any bundle or kit, a Used In card lists each parent, its type, and the quantity per unit it contributes. Each parent links to its detail page. This card is read-only.

When someone else is editing

The product page uses a pessimistic edit lock shared by every inline-edit section across all seven tabs. The first section you open acquires the lock; the last one you close releases it. While you hold it, other viewers see the page as read-only.

If another user — or you, in a second browser tab — already holds the lock, a banner appears at the top of the page:

• The banner names the other editor — for example, "Jane is editing this product. The form is read-only until they finish."
• Every Edit button on every tab is disabled, with a tooltip naming the current editor.
• Request edit notifies the current holder that you want in.
• Take over seizes the lock. Use it when the holder has clearly walked away — it will drop their unsaved changes.

If your lock is taken over (or it expires while you are idle), every open section instantly reverts to read-only, the product is re-fetched so you aren't looking at stale data, and a warning tells you your unsaved changes weren't saved.

Concurrent updates — the stale-record banner

Separately from the lock, SKU watches whether the product changed underneath you. If someone else saves the product after you loaded the page — for example an integration sync or another user — a stale-record banner appears:

• It names who updated the product and when.
• Refresh pulls the latest version into the page.
• Dismiss hides the banner and keeps your current view.
• If you have unsaved edits open, the banner switches to a warning and tells you that refreshing will discard them.

Even if two saves race — a common case is an integration syncing the same SKU while you edit — the update is wrapped so it auto-retries on a database deadlock instead of failing, so your save still lands.

Next steps

• Set a product's price — pricing tiers on the Pricing tab.
• Manage a product's suppliers — sourcing, lead times, supplier SKUs.
• Set a product's categories & attributes — taxonomy on the Taxonomy tab.
• Product fields & validation reference — every field and its rules.
• Products — overview — the whole product-catalog guide.

Video transcript

Every product opens on its Overview tab — its identity, cost, brand, and live stock at a glance, with cards for images, tags, and notes alongside. Editing happens inline, card by card. Click Edit on the Product Details card to change the SKU, name, brand, cost, or flags, then Save. A shared edit lock keeps two people from overwriting each other. The rest of the product lives across these tabs — inventory and movements, suppliers and pricing, categories and attributes, accounting, and more. Open any tab to manage that side of the product.