Product Types are the second level of product organization in Swivel. They provide a more specific classification within a Product Line.

Swivel organizes products using three levels:

Product Line → Product Type → Product

For example:

A Product Types groups Products that share a common category.

Some examples of Product Types include:

Swivel comes pre-configured with Product Types for common categories of products. In most cases, you can use the existing Product Types rather than creating new ones.

If you need a Product Type that isn't already available, you can create one to fit your organization's needs.

For more information about Product Lines, see Product Lines.

Go to:

Settings → Advanced Setup → Product → Product Types

The Product Types page shows the Product Types configured in your Swivel account.

In most cases, you should use one of Swivel's pre-configured Product Types. Create a new Product Type only when an appropriate existing Product Type isn't available.

Go to:

Settings → Advanced Setup → Product → Product Types

Select + New and enter the Product Type details.

Select the Product Line where the Product Type belongs.

Enter the name of the Product Type.

Use a name that clearly identifies the category of products it contains.

The Description provides additional information about the Product Type.

Select the Plan Types that apply to the Product Type.

Examples include:

The Default Statement Frequency determines the default frequency associated with statements for the Product Type.

Available options include:

Expand Manage custom fields to view the custom fields configured for the Product Type.

Select Add New Field to create a custom field for the Product Type.

Custom fields allow you to capture information that isn't already included in Swivel's standard fields.

Select Save when you're finished.

You can edit an existing Product Type to customize how it is labeled and configured in Swivel.

Go to:

Settings → Advanced Setup → Product → Product Types

Click the three-dot action menu next to the Product Type you want to change, then select Edit.

Update the fields you want to change, then select Save.

If two Product Types represent the same category, you can merge them rather than maintaining duplicate Product Types.

Go to:

Settings → Advanced Setup → Product → Product Types

Click Merge at the top of the page.

Select:

Click Merge to complete the merge.

Before merging, review the Products associated with each Product Type to make sure you're merging the correct Product Types.

You can archive a Product Type when you don't currently need it but may want to use it again in the future.

Archiving removes the Product Type from areas of Swivel where active Product Types are displayed while preserving it for future use.

If you're not sure whether you'll need a Product Type again, archive it rather than deleting it.

You can delete a Product Type when you no longer need it.

Go to:

Settings → Advanced Setup → Product → Product Types

Click the three-dot action menu next to the Product Type you want to delete, then select Delete.

After an import or migration, you may see Product Types such as Unspecified, Redtail, or Wealthbox.

These can appear when the imported data doesn't contain enough information for Swivel to organize the product into the appropriate Product Line and Product Type.

An unexpected Product Type may contain products that belong to different Product Types in Swivel.

If you see an unexpected Product Type, review the products associated with it and determine where each product belongs in Swivel's product structure.

You don't need to fix the Product Type first. Start by reviewing the products associated with it.

For help fixing an individual product, see How Do I Fix A Product After An Import Or Migration?

For instructions on reviewing multiple products and reorganizing imported data, see How Do I Audit Products After An Import Or Migration?