Product Tech Packs

Backbone Tech Packs are PDF exports of the data in the Product Record.  There are many options for customizing what information is included in your TP and how it’s formatted.  Once generated, your Tech Packs are stored in the Tech Pack tab of the Product Record, and you’re able to download or email them out to your partners directly from there.

Creating Tech Packs

  • There are options to generate new Tech Packs in a few different locations:
    • Top right of the Product Summary Tab
    • Bottom Right of the Product Tech Pack Tab
    • Via the 3-dot Overflow Menu for each Product in the Product Library
  • Regardless of where you initially generate the Tech Pack, it is subsequently managed in the Product Tech Pack Tab
  • The same pop-up Creation Modal appears no matter where you initiate your tech pack; this is where you specify the included content and format
  • On the first page of the Creation Modal, assign your Tech Pack Name and choose which sections to include
    • The Default Tech Pack Name will be your Style Number and Style Name, overwrite with another Name if desired
    • Below the Name field, all sections of your Product Record are listed
      • Additional subsections appear within the Size Spec and Feedback & Revisions sections depending on how many Samples you’ve added to the Product
      • Uncheck checkboxes to exclude any section(s) from your Tech Pack
      • Reorder your Teck Pack sections by clicking the 6 dot handles, then dragging-and-dropping
  • On the second page of the Creation Modal, specify how many Images should display per TP page
    • The default setting is one Image per page, if this is your preference, you do not need to make any selections on this page
    • Images with Annotations cannot be combined on a page, they will always display one per page
    • Unannotated Images can be combined up to 6 per page
  • On the third page of the Creation Modal, choose between an Expanded or Condensed layout for our Bill of Materials
  • Condensed Layout: Component details are listed first, then Product Colorways and associated Component Colorways display in nested rows. There is no customization available for this layout, and certain information cannot be displayed.  This layout generally requires fewer pages.
  • Expanded Layout: Product Colorways are managed in unique columns rather than nested rows. The layout is more customizable - choose to exclude or include specific Colorways, Images, and Price/Quantity information.  This layout generally requires more pages.

  •  Learn more about the difference between these views here

Admin-level Settings for Tech Packs

  • Create different Image subsections which can be included/excluded in your Tech Packs via the Admin Panel.  See Tech Pack Sections for further details
  • Manage the Custom Fields which appear on your Tech Packs by updating the “Public” checkbox in the Admin Panel. See Control Panel for further details

Managing Tech Packs

  • All your generated Tech Packs live in the Tech Packs tab of the Product Record
  • You can sort your TPs by Name or by Date Added at top right
  • Download a TP by clicking the Download icon
  • Delete a TP by clicking the Trash can Icon
  • Email a TP by clicking the Mail icon.  A pop-up modal appears:
    • Type in your recipients’ email addresses
    • Add your message and subject line
    • Use the checkboxes to add supplementary files from your Files section
    • The TP and included Files appear as quick download links in your email, not as attachments, so you don’t need to worry about size or server limits
  • Select one or more Tech Pack(s) via the checkbox to access the Bulk Actions toolbar, which appears at the top of the page
    • The Bulk Actions Toolbar has options to email or delete your TPs

Sharing Tech Packs in Bulk

If you’ve already generated Tech Packs for a group of different Products, you can email them out in bulk from the Product Library or the Item Master. 

From the Product Library
  • Select the applicable Products via the checkboxes (checkboxes are at top left corner of the card in Card View, far left side of the row in List View)
  • Select the Mail icon from the Bulk Actions Toolbar which appears at the top of the page
  • A pop-up modal appears:
    • Type in your recipients’ email addresses
    • Add your message and subject line
    • Expand each Product Section to check that the correct Tech Pack is selected, and adjust if needed
    • Use the checkboxes to add supplementary files from your Files section if needed, and click Send
  • The Tech Pack and included Files appear as quick download links in your email, not as attachments, so you don’t need to worry about size or server limits
From the Item Master
  • Select the applicable Products via the checkboxes in the far left column of your IM
  • Select the 3-dot Overflow Icon in the Bulk Actions Toolbar at the bottom of the screen
  • Select the Email Tech Packs option within this menu
  • A pop-up modal appears:
    • Type in your recipients’ email addresses
    • Add your message and subject line
    • Expand each Product Section to check the correct Tech Pack is selected, and adjust if needed
    • Use the checkboxes to add supplementary files from your Files section if needed, and click Send
  • The Tech Pack and included Files appear as quick download links in your email, not as attachments, so you don’t need to worry about size or server limits

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