Upgrade Products to Enable ePO

 

On this page: 

What is Product Upgrade? 

How to Upgrade a Product inside a form? 

How to Upgrade Products When Copying a Form?

Benefits of Upgrading Your Product

FAQs

 

What is Product Upgrade?

If you’ve added products to a Sales Order before they were Promostandard, or you manually added them from your custom product in the company database, those items won’t have Promostandard features like:

• Live inventory

• Real-time pricing

• ePO capability

Previously, the only option was to delete the item and re-add the Promostandard version.

Now, you can upgrade the product directly on the same project (on your Sales Order). No need to start over.

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How to Upgrade a product inside a form? 

If a product in your Sales Order is eligible for upgrade to Promostandard, you’ll see a yellow badge under the product name that says: "Upgrade for ePO”. This means the product exists as a Promostandard item, but your current version is not connected to it.

To upgrade a product: 

1. Hover over the item.

2. Click Upgrade.

3. Map your existing product specifications to the Promostandard version in the system.

   • If your specifications match automatically, the system will pre-fill the mapping for you.
   • If not, select the correct options manually.
4. Click Upgrade to confirm.

You’ll see a message that says “Item upgrade in progress.” Close the pop-up.

Once processing is complete, your product will automatically be replaced with the official Promostandard version.

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How to Upgrade Products When Copying a Form?

If you try to copy a Sales Order that contains items eligible for upgrade, a warning pop-up will appear letting you know the form includes products not currently eligible for ePO.

To upgrade during the copy process:

1. Click Review Products in the pop-up.

2. Hover over each eligible item.

3. Click Upgrade.

    

4. Map your existing product specifications to the Promostandard version in the system.

   • If your specifications match automatically, the system will pre-fill the mapping for you.
   • If not, select the correct options manually.
5. Click Upgrade to confirm.

You’ll see the message “Item upgrade in progress.” > Close the popup.

Once complete, the product will automatically update to the official Promostandard version.

 

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Benefits of Upgrading Your Product

Upgrading connects your product to Promostandard and gives you access to:

• Live inventory

• Real-time pricing

• ePO capability

You keep all your existing details while gaining full Promostandard functionality.

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FAQs

• Will I lose my artwork, decoration details, descriptions, or any other information when upgrading?

• Do I need to delete and re-add the product to enable ePO?

• Why don’t I see the “Upgrade for ePO” badge?

• What happens if I copy a form with products that aren’t upgraded?

• How long does the upgrade take?

 

Will I lose my artwork, decoration details, descriptions, or any other information when upgrading?

No. All existing details carry over, including artwork, product name, description, pricing, and decoration selections (including third-party or supplier decorators).

 

Do I need to delete and re-add the product to enable ePO?

No. If the product is eligible, you can upgrade it directly within the same form — no need to delete or re-add the item

 

Why don’t I see the “Upgrade for ePO” badge?

The badge only appears if the product is eligible for upgrade to Promostandard. If you don’t see it, the item may not have a matching Promostandard version available.

 

What happens if I copy a form with products that aren’t upgraded?

You’ll see a warning message during the copy process. You can choose to:

• Review and upgrade the products

• Go back and upgrade them first

• Copy the form without upgrading

How long does the upgrade take?

The upgrade typically processes quickly. You’ll see an “Item upgrade in progress” message while the system completes the update.

 

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FAQs