How to Setup and Manage a Product Based Request
A Product Based Request is is a type of Bottlebooks request, in which you ask your partners to provide information for a specific list of products, typically those they regularly supply to you.
Setup a Product Based Request
In order to begin a Product Based Request, you'll need to provide Bottlebooks with a Masterlist that includes the following:
Field | Obligation | Description |
|---|---|---|
External ID | Mandatory | A unique identifier for the product. This can be your internal ID or any consistent code. |
Product Name | Mandatory | The name of the product. |
EAN Code | Optional | The barcode of the product. |
Vintage | Optional | The vintage of the product (if applicable). |
Supplier Name | Mandatory | The company or winery that supplies the product. |
Supplier Contact | Mandatory | The name and email of the person responsible for providing the data. |
We will use this Masterlist to configure the request and link each product to the appropriate partner.
Request an Additional Product
- Open your event or collection.
- On the Partners page, click on the partner who you want to request a new product from.
- Click on Products.
- Click on Request Product.
- Fill in the product details and click on Save.
The request of the new product will now appear on the partner's registration.
Match and Unmatch Products
How to Match a Product
In some cases, a partner might add a product manually without matching it to one from your original list. These unmatched products will appear as separate entries, which you can match yourself.
- Open your event or collection.
- On the Partners page, click on the partner whose products you'd like to review.
- Go to the Products page.
- Locate the unmatched product.
- Click on Match product. This will open a new page.
- Search for the correct product:
- using the search bar.
- in Portfolio, by clicking on Add from Portfolio.
- Once you've found the right match, click on Select and then Done.
- The product will now appear marked as Matched, in green.
How to Unmatch a Product
If a product has been incorrectly matched, you can revert the match.
- Open your event or collection.
- On the Partners page, click on the partner whose products you'd like to review.
- Go to the Products page.
- Locate the mismatched product.
- Click on More.
- Then, click on Unmatch product.
Updated on: 11/07/2025
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