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Set up reference data

Best done before the SKU catalogue

Reference data values populate the classification dropdowns on the SKU form. Complete this setup first, then move on to Build your SKU catalogue.

The portal lets you define reusable classification values — brands, categories, sizes, colours, and more — that appear as dropdowns when you create or edit SKUs. This page shows you where they live and how to add them.

Background: Working with lists covers the table controls used on every list page.


Where to find it

In the sidebar, expand Skus and select SKU Properties. The page heading is also SKU Properties.

Sidebar item name and page heading match

The sidebar item is SKU Properties (under the Skus group) and the page heading is also SKU Properties — they are the same. Users sometimes expect to find the SKU catalogue here; the SKU catalogue lives on a separate page.

Reference Data page with Brands tab active showing demo rows

The page has seven tabs: Brands, Categories, Merchandise Departments, Styles, Seasons, Sizes, and Colours. Each tab is an independent table with its own Add, Edit, and Delete controls.


Worked example — adding a brand

Brands appear as a classification dropdown on the SKU form. Here is the complete Add workflow; every other tab follows the same pattern.

Step 1 — Click Add Brand

On the Brands tab, click Add Brand in the top-right of the table. The Add Brand modal opens.

Step 2 — Fill in the fields

FieldRequiredNotes
NameYes
External RefNoYour ERP or catalogue reference code
Parent BrandNoLets you nest brands in a hierarchy; the dropdown searches existing brands and excludes the brand being edited so you cannot create a circular reference

Add Brand modal with Name field filled, ready to submit

Step 3 — Create

Click Create. The portal shows the "Created successfully" toast and the new brand appears in the Brands list.


Editing and deleting

To edit a brand, click Edit in its row. The modal title changes to Edit Brand and the confirm button changes to Save.

To delete a brand, click Delete in its row. The portal prompts "This record will be deleted." — click Delete to confirm.


Reference — all seven tabs

Most tabs follow the Name + optional External Ref pattern. The table below lists all fields and calls out the exceptions.

TabFieldsNotes
BrandsName (req), External Ref, Parent BrandParent Brand nests brands in a hierarchy; excludes self on Edit
CategoriesName (req), External Ref, Parent CategoryParent Category nests categories; excludes self on Edit
Merchandise DepartmentsCode (req), Name (req)No External Ref field
StylesName (req), External Ref
SeasonsCode (req), Name (req), Start Date, End DateEnd Date must be on or after Start Date; the portal shows "End Date must be on or after Start Date" if you enter an earlier date
SizesName (req), External Ref
ColoursName (req), External Ref

The Seasons tab is the only one with date fields and a code-first layout. Its column structure is Code / Name / Start Date / End Date, rather than the Name / External Ref layout used by every other tab.

Seasons tab showing Code, Name, Start Date and End Date columns


Once your reference data is in place, the values appear as classification dropdowns on the SKU form. See Build your SKU catalogue to put them to use.

Related: Create a template with extended properties · Working with lists