Products in Triark Cloud are used to track components, materials, or deliverables in your projects. Each product can:
- Hold technical specifications
- Track procurement status (e.g., "To be ordered")
- Link to suppliers, files, and document references
Creating products helps manage logistics, procurement, and technical documentation in one place.
🖱️ How to Create a New Product
- Go to the Product List
Navigate to Products in the left menu. - Click "+ Product"
This opens the Product Creation Panel on the top-left side. - Fill in Product Information
Field
What to Enter
Project
Select the project the product belongs to. This is mandatory.
Product Number
Enter the product number (e.g., part number or internal ID).
Description
Add a short description of the product.
Category
Optional – Choose a category like "Hi-Fi Components" or "Motor".
Status
Optional – Set the logistics status (e.g., "To be ordered").
Access Tag
Optional – Define who can view or edit the product.
- Click Save
Your new product will now appear in the Product List.
🔐 Who Can Create Products?
- Users with product creation permissions can add products.
- Users without permissions will see the product list but cannot create or edit products.
If you do not see the + Product button, contact your system administrator.
🛠️ Example Use Case: Adding a New Product for Procurement
An engineer needs to register a new pump for an upcoming delivery. They:
- Select the relevant project
- Enter the part number
- Set the category to "Pump"
- Mark the status as "To be ordered"
- Save the product, so the procurement team knows it’s ready for follow-up
❓ FAQ
Q: Can I create a product without linking it to a project?
No, a project is always required when creating a product.
Q: Can I copy or duplicate an existing product?
Currently, products are created manually. Duplication features may be added in future updates.
Q: What happens if I enter the same product number twice?
Product numbers must be unique within the same project to avoid conflicts.
