Add a Product (Web)
To learn how to add a custom product using the web portal, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.
Step-by-step instructions . . .
Skimmer has a large database of equipment you can add to the shopping list, but we understand there are parts you use much more commonly than others. So it would be nice to have a quicker way to add those parts to your shopping list. Skimmer lets you do exactly that, as well as indicate category and price, in our Products section. On the web portal, go to Settings and then Products. Now click the Add Product button.
ou’ll get a pop-up screen that allows you to add the details. Some are required, but some are optional, as indicated on the screen. We’re just going to add something super basic and general here for demonstration. Then click Save, and you’ll see it’s been added to your list of products.
Now, how does your products list come into play. You can access them and add those products directly to your shopping list. Let’s go to Shopping List and click on the Add button. Here you’ll see your products list as one of your options, so let’s choose that.
Here on the Add Product screen, click the dropdown list and you’ll get the full list of products you’ve set up. Then just choose one, click Save, and you’ll see that it’s now added to your shopping list. Once it’s marked as installed, Skimmer will record the installation and the price and those will both show up on your various reports.