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Set up base product attributes

Create and use measurements and other details for base products.

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Working with Base Product Attributes

What Are Base Product Attributes?

Base Product Attributes are custom fields that you can add to your base products to track information specific to your business.

Examples

Pool Company:

  • Pool Shape (Rectangle, Kidney, Freeform)
  • Pool Colour (Blue, Turquoise, Grey)
  • Interior Finish (Pebble, Tile, Vinyl)
  • Access Type (Easy, Moderate, Difficult)

Spa Company:

  • Seating Configuration (Lounge, Corner, Captain’s Chair)
  • Lighting Package (Basic, Premium, RGB)
  • Cover Type (Standard, Insulated, Solar)

Setting Up Custom Attributes

Note: This is typically done by administrators. If you don’t have access, contact your system administrator.

  1. Open Admin > Workflow, then select the attributes tab for your product type (for example, Pool attributes).
  2. Select Add Attribute.
  3. Configure:
    • Name: What the field is called (e.g., “Pool Shape”)
    • Type:
      • Text: Free-form text (e.g., “Notes”)
      • Number: Numeric value (e.g., “Depth”, “Width”)
      • Checkbox: Yes/no (e.g., “Has diving board”)
      • Select: Choose from options (e.g., “Shape: Rectangle, Kidney, Freeform”)
    • Required: Whether this field must be filled in
  4. Select Save Attributes.

You can add attributes at any time. Before renaming or removing an attribute, update any base products or custom pool pricing setups that use it. Neptune will not save the change until the attribute is no longer in use.

Using Custom Attributes

When creating or editing a base product:

  1. Fill in all standard fields (name, cost, price, size, etc.)
  2. Scroll down to see your custom attribute fields
  3. Fill them in based on your customer’s needs
  4. Save the base product

These custom fields:

  • ✅ Can appear in proposals for customers to see when base product details are enabled
  • ✅ Can be used for product pricing (see Understanding Product Pricing Types)
  • ✅ Help you track important details about each project

When your team creates a custom pool proposal, these attributes can be entered for that individual pool. Custom pool attributes remain internal, even when they are used to calculate product prices.