Attributes and documents

Technical attributes

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Add a screenshot here: the technical-attributes editor with several name/unit/value rows, the unit picker open, the reorder handles, and the Apply template / Save as template actions.

Capture a product’s technical specifications: each as a name, unit and value, so specs stay consistent across product families (for example a valve spec: bore, pressure class, flange standard).

• Add, edit, reorder and remove attributes.
• The unit picker offers common units and accepts a custom entry.
• Duplicate attribute names within an item are rejected.

Attribute templates

Apply a template: a named set of name+unit pairs, to add a whole spec set at once. Applying a template merges its attributes without overwriting existing ones. You can also save a new template from the current attribute set for reuse.

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Add a short animation here: choosing a saved template (“Valve Spec”) and the attribute rows filling in with their names and units, ready for values.

Showing attributes in documents

You decide which attributes are meant to appear in which documents:

• Each attribute has a tick box per document type (for example quotation, technical datasheet, PO, invoice), so you can mark “Bore, Pressure, Flange” for a datasheet while leaving them unticked for the invoice.
• Attributes can be organised into groups (Dimensions, Performance, Materials) and ordered within a group.
• An attribute’s value can be overridden at the offer/order level without changing the master value, the override is stored against that offer/order only.

These choices, the per-document tick boxes, the groups and their order, and any offer/order overrides, are saved with the item, belong only to your organisation, and appear on the item detail.

Document templates

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Add a screenshot here: the document-templates tab listing linked files with their type (design/spec/certificate/manual/other) and display name, plus the upload / select-from-storage and preview actions.

Link document templates: design and spec files, to a product so its documents live with the item.

• Each linked template carries a type (design / spec / certificate / manual / other) and an editable display name.
• Files can be uploaded or selected from existing storage, and are previewable and downloadable in-app.
• Templates can be reordered, and removing a link never deletes the underlying file.

Document links belong to your organisation, and files are stored in your organisation’s own area.

Integration value pairs

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Add a screenshot here: the integration key-value pairs tab with the system-name picker (accounting/legacy ERP/ecommerce/other), a key and value entered, and the active/inactive toggle.

Define key-value pairs on an item to map it to external systems (for example a Tally item ID or a legacy ID).

• A system-name picker offers presets (accounting, legacy ERP, ecommerce, other) and accepts custom values.
• Each system + key combination must be unique on the item; duplicates are rejected.
• Entries can be deactivated without deletion, preserving historic mappings.

Only a Tenant Admin can edit integration pairs.