General product settings
Set product names, availability, access, categorisation and preview images in the General tab.
The General tab holds a product’s core information: its names and code, availability, access settings, categorisation and preview images.
To open it, go to Products, select a product and open General. This tab is available for Standard, Component, Modular and Hybrid Modular products. The controls you can edit depend on your permissions and account features.
Name and code
Name
The internal name used in product administration. You can make it more descriptive for your team; it is not the name shown publicly to customers. Required.
Display Name
The name shown in customer-facing product lists and on the configurator panel. Required.
Variant Code
The product’s unique identifier, used in configurator links and integrations. Choose a clear code when you create the product, and normally keep it unchanged.
Name and Display Name support multiple languages. Use the language controls to provide the appropriate text for each language you use.
Description
Use Description for a formatted description of the product. It supports multiple languages, bold and italic text, lists and links. The text can be used in PDF output or custom integrations, depending on how those are configured.
Status, privacy and menu visibility
These controls answer different questions:
Status: Is the product available for customers to use?
Privacy: Who can access it?
Visible in Menu: Should it appear in the product list?
Status
Active allows the product to be used by customers, subject to its privacy and listing settings. Inactive removes it from normal customer use, including embedded configurators and customer product lists. You can still manage the product in the Admin Panel.
Status is a functional setting, not just an informational label.
Privacy
For Standard, Modular and Hybrid Modular products, choose:
Public: Available to customers without a company-group restriction, provided the product is Active.
Restricted: Available only to customers in the selected Company Groups.
Private: Kept for internal access by users of your company with the appropriate permissions; unavailable for normal public customer access.
When you select Restricted, assign the Company Groups that should have access. Create and manage these under Settings → Data → Company groups.
For example, with authentication configured, select Restricted and assign a “Trade Customers” company group to make the product available only to those customers.
Visible in Menu
Use Visible in Menu in the Product Groups Assignment area to control whether the product appears in the customer product list.
Turning this off does not make the product private. An Active, Public product can still be opened directly in its configurator even when it is hidden from the list. Use Privacy or Status when you need to restrict access.
Product type
The product mode determines how the configurator works and which editor tabs are shown. See Product Types for the differences between Standard, Component, Modular and Hybrid Modular.
You can switch between Standard, Component and Hybrid Modular where your account features and permissions allow. Existing products cannot be changed into or out of Modular mode through the General tab. Shared-product restrictions may also prevent a change.
Review existing configurations and rules after changing the mode.
Brand information
Available for Standard, Modular and Hybrid Modular products.
Manufacturer
The company that manufactures the product.
Designer
The designer or design studio behind the product.
Collection
The brand or collection the product belongs to.
These values help customers find products through search in the Business Panel product list. Where Collection is displayed in the configurator depends on the layout; it does not have a fixed screen position.
Tags
Add keywords to help find the product in the Business Panel product list. Type a tag and press Enter or Tab to add it, then enter the next tag. A comma is not the tag separator.
For example: outdoor, dining, clearance.
Product groups and categories
Available for Standard, Modular and Hybrid Modular products.
Product Groups let you create filtered product lists for embedding on your website. Create the groups first under Settings → Data → Product groups, then assign the product to the relevant groups in General. Only active groups are available for selection.
Product Categories organise the navigation tree in the product list. Create them under Settings → Data → Product categories, then assign the product to the relevant categories. The category selector is shown when Visible in Menu is on.
Groups select the products included in a list; categories help customers browse that list. See Product Categories and Embed Types for more detail.
Preview images
Preview images present the product in listings. Choose an image that is clear at thumbnail size.
Standard view
Sets the default product preview image. Available for all product modes.
Mouseover
Sets an alternative image shown when a customer hovers over the product in a desktop product list. Not available for Components.
The same as standard
Uses the Standard view image for Mouseover. Turn it off to choose a separate hover image.
Zoom disabled
Stops the preview image enlarging on product-list hover.
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