To edit the products in a presentation, scroll to the bottom of the Presentation section within the Project. In the Edit Products section, all items within the presentation will be listed in the order in which they were added to the presentation, from most recent to least recent. The order of the products in the presentation can be set by dragging and dropping them into a custom order or arranged using the options in the Arrange By drop-down.

Product Visibility on the Customer Facing Presentation

There are several classifications available for organizing products within a presentation and products will be assigned automatically.

• All Products
  Includes all items that are currently active in the presentation.
• Quote Requested
  Includes items included in a customer initiated quote request from their client portal.
• Added to Cart
  Includes items the customer currently has in their cart on their client portal.
• Liked Products
  Includes items where the customer has clicked on the thumbs up icon on their client portal.
• Disliked Products
  Includes items where the customer has clicked on the thumbs down icon on their client portal.
• Seen Products
  Includes items that the customer has clicked to view the detail page on their client portal.
• Unseen Products
  Includes items that the customer has not viewed.
• Hidden
  Includes items that you have chosen to essentially deactivate or hide from the live presentation. Items that have been hidden can be added back to the live presentation at any time.

Clicking on the plus icon in the upper right corner of the product listing will give you the option to:

• Hide from Presentation
  This option will keep the product within the project but hide it from the presentation. Once you have hidden at least one item, a new tab will appear in the Edit Products section.
• Delete from Presentation
  This option will remove the item from the project completely.

Setting the Order of Products

Products can be sorted using the options available in the Sort By drop-down. To drag and drop products into a specific order, click on the two line icon in the upper left of the product listing and move the item to the desired placement.

Watch a quick video on how to sort and reorganize products within a presentation

You can use the Arrange By options to update the order of the products or use the double line icon below the product thumbnail to drag and drop products to create a custom order.

To hide or delete a product, click on the plus icon in the upper right corner of the product listing.

• Hide from Presentation
  This option will keep the product within the project but hide it from the presentation. The item will be moved to the Hidden section and can be unhidden at any time to make it active in the presentation.
• Delete from Presentation
  This option will remove the item from the project completely.

Clicking on an individual product listing will open that item for modification. You can then begin editing the product information and pricing.