Set up your Program (products)

Add a product

1. Open Brand Settings → Program.
2. Click "Add product" (top-right header button, or the dashed add tile at the end of the grid).
3. In the product editor that opens (titled "New product"), type a Product name. This is required.
4. Enter a SKU. The placeholder reminds you it's "Used as the ERP / external item ID" — this one field is your product code and your Accounting item ID (there is no separate ERP field).
5. Set Default order qty (1–999; defaults to 1). This is the default quantity used for kit and material orders.
6. Choose a Status — Active, Inactive, Seasonal, or Discontinued.
7. Choose a Type — Drink product, Promotional material, Swag, or Other.
8. Set the three usage checks in the "What is this product for?" card (see next section).
9. Optionally open "Advanced & reporting" to add Category, Flavor, Sample instructions, Order instructions, and Report questions.
10. Click "Save product". You'll see the toast "Product saved.", the editor closes, and the new card appears in the grid.

Set what a product is for

The "What is this product for?" card holds three check-pills. Its sub-note reads: "Whether this product can be put on a sampling, ordered by ambassadors, and whether a report photo is required. Promotional / swag items can't be assigned to tastings."

1. Assignable to tastings — leave checked if the product can be put on a scheduled sampling and should appear in the Schedule Builder's assignable picker.
2. Ambassador orderable — leave checked if ambassadors can order it (materials / onboarding kit).
3. Require report photo — leave checked to force a shelf or display photo when an ambassador submits a report that includes this product.

The product card's footer summarizes these two flags at a glance: "Sampling + orderable", "Sampling only", "Order only", or "Not on tastings".

Type controls "Assignable." If you set Type to Promotional material or Swag, Assignable to tastings is forced off, disabled, and grayed, with the note: "Promotional & swag items can't be put on tastings, so 'assignable' stays off." That's expected — it's a product-type rule, not a locked/paid feature, so there's no lock icon.

Add per-product report questions and a photo requirement

Open "Advanced & reporting" in the editor.

1. In Report questions (comma-separated), type each question separated by commas. Each one becomes a required answer on the tasting report for any event that uses this product.
2. Check Require report photo if events using this product must include at least one shelf or display photo.
3. Click "Save product".

These apply live: because reports read the product's current settings at submit time, editing a product's questions or photo flag immediately changes the report form for events already using it.

Edit, clear, or retire a product

• Edit: Click any product card in the grid. The editor opens pre-filled; the header shows the product name and its "SKU … · {Type}".
• Discard changes: Click "‹ All products" or "Cancel" to return to the overview without saving.
• Clear the form: Click "Clear" to blank the fields back to defaults. This does not delete the product.
• Retire a product: There is no delete button. Set Status to Inactive (or Discontinued / Seasonal) — inactive products drop out of the Schedule Builder and tasting reports.

How products flow into tastings and reports

• Only products with Assignable to tastings on can be attached to a scheduled sampling. When you assign products to an event, each gets a role — primary, secondary, or optional (the first one defaults to primary).
• Only products with Ambassador orderable on appear in the onboarding kit and material-order pickers.
• On report submit, each assigned product's Report questions must be answered, and if any assigned product requires a photo, the ambassador must add at least one shelf or display photo.

Who can do this

• Admin / Owner — full access. In practice, this is the only role that reaches Program: the entire Brand Settings sidebar group is Admin/Owner-only, so managers and viewers never see the tab.
• Regional / Territory Managers — do not see the Program tab in the sidebar, so they can't manage products here.
• Viewer — no access to this screen.
• Note: the adjacent Sampling levels section (rates and durations) is even tighter — saving a level requires Owner/Admin only.