SAGE

The Beginner’s Guide To Searching For Products In SAGE Online

The product research tool in SAGE Online enables you to search the promotional product industry's largest database of over 1 million products from 4,300 suppliers. With over 60 search fields, you can start your searches broad or narrow them down with drilldown filters and options to find the perfect product for your clients. The product search integrates with all other areas of SAGE, so you can add products to presentations, websites, purchase orders, and so much more – easily.

Here's our step-by-step guide for how to search for products in SAGE Online:

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How To Start And Filter A Search

  • Log into SAGE Online
  • Click on Product Search in the left menu. If you’re searching for a specific project, you can also open a search from within the Project Management module.
  • Change your search view to find the option that works best for you by clicking Change View. You can perform an advanced search, a more basic search, or a Google-style search with the different view options.
  • You can make your search as broad or as narrow as you’d like using the search fields listed. Enter your desired search criteria and click Start Search.
  • On the product results page, you can narrow your search down further with drilldown filters. Click the filter icon to access the drilldown menu.
  • Select criteria to narrow down your search from the left menu, including features, colors, and price ranges. You can also enter additional keywords in the search bar at the top of the drilldown menu. Your search will automatically update based on what you select.
  • Right click on a product to access additional filter options and actions. You can choose to remove all products from that supplier, remove all products in that category, or keep only products in the same category as the one you right-clicked.
  • Having trouble locating the perfect product? You can access our Live Research Assistance service on the product search page. Click on Live Help to contact our Research Assistance team via SAGE Chat.
  • Log into SAGE Online
  • Create Forms
  • Click on Product Search in the left menu. If you’re searching for a specific project, you can also open a search from within the Project Management module.
  • Create Forms
  • Change your search view to find the option that works best for you by clicking Change View. You can perform an advanced search, a more basic search, or a Google-style search with the different view options.
  • Create Forms
  • You can make your search as broad or as narrow as you’d like using the search fields listed. Enter your desired search criteria and click Start Search.
  • Create Forms
  • On the product results page, you can narrow your search down further with drilldown filters. Click the filter icon to access the drilldown menu.
  • Create Forms
  • Select criteria to narrow down your search from the left menu, including features, colors, and price ranges. You can also enter additional keywords in the search bar at the top of the drilldown menu. Your search will automatically update based on what you select.
  • Create Forms
  • Right click on a product to access additional filter options and actions. You can choose to remove all products from that supplier, remove all products in that category, or keep only products in the same category as the one you right-clicked.
  • Create Forms
  • Having trouble locating the perfect product? You can access our Live Research Assistance service on the product search page. Click on Live Help to contact our Research Assistance team via SAGE Chat.
  • Create Forms
things to know

Things to Know:

You can search in multiple tabs at once so you don’t have to drop one task to start another. Just click on Product Search in the left menu at any time to open a new search tab. Your current tab will remain open for you to come back to at any time.

Did You Know?

If you enter a color in the Color field of your search, your product results will display in the selected color with SAGE’s ColorSense enhancement. Try it! Enter your search criteria like usual, then add a color and click Start Search. Wherever available, SAGE will display images in your selected color to make searching at-a-glance easy.

Did you know

How To Add Items To Presentations, Projects, And Order Forms From A Search

  • Click on Product Search in the left menu. When searching for a specific project, you can also start a search from within the Project Management module. To learn more about Project Management, check out the Project Management Cheat Sheet here.
  • Enter your desired search criteria in the search fields, then click Start Search.
  • Browse and select your product. Tag the product by clicking the box in the upper left-hand corner of the product list view OR click on the product to open the product detail page.
  • To add to an order form in the SAGE Order Management module, click + Order Form. Then, select the type of form you’d like to create. This will open a new tab with your form that includes all the product’s information preloaded for you.
  • Follow the same steps to add your product to a project or presentation from a search. Click the + Project or + Presentation buttons and choose the project or presentation you’d like to add the item to.
  • Click on Product Search in the left menu. When searching for a specific project, you can also start a search from within the Project Management module. To learn more about Project Management, check out the Project Management Cheat Sheet here.
  • Filter and Export Orders
  • Enter your desired search criteria in the search fields, then click Start Search.
  • Filter and Export Orders
  • Browse and select your product. Tag the product by clicking the box in the upper left-hand corner of the product list view OR click on the product to open the product detail page.
  • Filter and Export Orders
  • To add to an order form in the SAGE Order Management module, click + Order Form. Then, select the type of form you’d like to create. This will open a new tab with your form that includes all the product’s information preloaded for you.
  • Filter and Export Orders
  • Follow the same steps to add your product to a project or presentation from a search. Click the + Project or + Presentation buttons and choose the project or presentation you’d like to add the item to.
  • Filter and Export Orders
things to know

Things to Know:

Want to save a search to peruse later? You can save your searches to a project in the SAGE Project Management module and to the File Center for safekeeping. Just click + Project or + File Center on the product search results page and select “Add search” to save your search for safe keeping.

How To Add A Product To Your SAGE Website Or Company Store

  • You can add products from searches directly to your SAGE Website or Company Store. Simply open the Product Search and enter your desired criteria, then click Start Search.
  • Select the products you want to add by tagging them on the product results page or by clicking them to view the product detail page.
  • Then, click + Site Store and select the Website or Company Store you want to add your products to.
  • You can add products from searches directly to your SAGE Website or Company Store. Simply open the Product Search and enter your desired criteria, then click Start Search.
  • Run Reports
  • Select the products you want to add by tagging them on the product results page or by clicking them to view the product detail page.
  • Run Reports
  • Then, click + Site Store and select the Website or Company Store you want to add your products to.
  • Run Reports
things to know

Things to Know:

You can access the product research tool from anywhere with SAGE Total Access – on your desktop, the web, or your phone. Download SAGE Mobile to take your searching on the go, or use SAGE Web from your web browser for easy searching.

From searching for products to easily adding them to your presentations, websites, projects, and more, the product search area in SAGE makes it easy to find the perfect products for your customers. For a more in-depth tutorial, sign up for a free, live demo.

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