The passport wizard

The wizard is where a product stops being "a name and a SKU" and becomes a record a regulator, a customer or your own team can rely on. It asks one screen of questions at a time, marks the required fields, and lets you leave anything you have not assessed blank. Have the spec sheet and the maker's details to hand, and mark anything you have not checked as not assessed.

Steps and saving

Open Products from the main menu; every product is listed with its SKU, name, GTIN, brand and unit of measure. Click a row, or Edit in wizard at the end of it. Seven steps run across the top as a strip, the one you are on highlighted, the ones you have finished ticked. You can jump to any step by clicking it; nothing forces you through in order. Each step saves on its own: Save and next stores it and moves on, Save and exit stores it and returns you to the product list, and Previous goes back without saving, so pair it with a save if you have changed something.

Use the wizard when a product needs an EU passport, when a product imported from your store needs the things the store never knew (materials, warranty, origin, suppliers), before an audit or a customer request, and whenever a supplier or a material mix changes.

Identity

Your internal SKU, which is the product's handle everywhere in the account. The GTIN of the consumer unit, the barcode on the thing a customer buys, expected for anything sold at retail. A GTIN-14 only if you ship in cases. An alternate EAN or UPC only if a marketplace needs its own code. The manufacturer's part number. The brand, the product name and a variant code for size, colour or configuration. The internal UUID is assigned by the account and is never yours to fill.

Physical

Net and gross weight in grams, length, width and height in millimetres, and the unit of measure, each, pair, set, carton, litre, kilogram and so on, matching how you count and sell. Then two switches that look alike and answer different questions. Batch-managed asks whether units travel in groups that share an identity, a production run, an expiry date, anything you might one day need to recall as "everything from batch 24-A". Serialised at unit level asks whether every single unit carries its own number, the norm for electronics, tools and high-value goods. A plain T-shirt needs neither; a medical device might need both. When in doubt leave both off, because turning them on later is easy and the extra tracking only earns its keep when you need it. Weights and dimensions can wait if you do not have them, but shipping and the passport both lean on them.

Not assessed records that the check has not been made. A guess records something you cannot stand behind.

Compliance

The eight-digit HS code, the two-letter country of origin, whether CE or UKCA marking applies, the dangerous goods class if there is one and blank if there is not, and the chemical questions: whether a REACH substance of very high concern is present at or above 0.1 per cent by weight, the SCIP dossier reference if one exists, and the RoHS status for electronics. Two of these offer a third choice beyond yes and no: not assessed, for anything you have not yet checked. Safety certificates themselves are managed elsewhere; this step records only the status.

Materials

The primary material, then a small table listing every material with its percentage by mass; a running total goes green when the rows add up to a hundred. Recycled and biobased content as percentages. A reparability score from 0 to 100 if you have assessed one. And a durability metric with its unit, hours for things measured by running time, cycles for things measured by repeated use, years for calendar life, with an optional test standard and test conditions, which make the number auditable. All of these can be left empty until measured. Finish the materials breakdown first; most of the passport's content rests on it. Passport contents sets out the proof that counts for each.

Commercial and relationships

Commercial takes the product name and the care instructions per language, the list price per market with its currency, the warranty with its scope and when the clock starts (at delivery, at manufacture or at purchase), with per-market overrides only where a country's warranty terms differ, and links to marketing assets.

Relationships connects the product to the people behind it: a primary supplier chosen from your supplier directory, whose legal entity identifier comes across on its own; alternate suppliers ticked from the same directory; and a bill of materials for products you assemble yourself, one row per component with an optional percentage, saved row by row. If you buy the product finished from one supplier, the primary is all you need. Suppliers have to exist in the directory first; Suppliers and purchase orders covers adding them.

The review

The seventh step collects nothing. It lists the compliance questions in sections (identity, materials, durability, reparability, recyclability, carbon footprint, warranty, use phase, care and destruction) and next to each one shows the answer you gave, "not yet provided" where a field is blank, or a deferred badge for a question the framework lists that is answered outside the wizard. Not yet provided is your to-do list. Click Edit on a row and the wizard takes you to the exact field. Work through the gaps, come back, and click Finish when the list reads the way you want it to.