Creating and Managing Product Data Sheets

How to create custom PDF templates to autogenerate product data sheets in Plytix

In Plytix, you can create product data sheets in just a few minutes. Simply design your sheet template and Plytix will automatically populate it with the information you choose. This article will give you a step-by-step guide on how to create, design, and add products to your product data sheets.

Creating a Product Data Sheet

Adding your Product List

Designing the Layout

       Components
       Style 

*Skip to any section in this article by clicking on the links above

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Creating a Product Data Sheet

To create a new Product Data Sheet template in Plytix: 

1. Click on 'Product Data Sheets' in the top navigation menu.
2. Click on 'Add Template.'
3. Your new Product Data Sheet will be automatically named  'Untitled', but you can rename it later

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Adding your Product List

You can choose which products you want to use this data sheet template for. 

For example, you might create one template for your Footwear products and a separate template for Accessories, so each product type has fields tailored to its needs.

To customize this:

1. Navigate to the 'Products' tab
2. From here you can:
   1. Include all the products you have in Plytix
   2. Select a Static product list already created in your PIM
   3. Create a new list of products to include
3. Click 'Save changes'

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Designing the Layout 

In the Designer tab, you can drag and drop components to create a layout. You’ll work with two settings: Components and Style.

Components 

There are four different types of components you can create in your Product Data Sheet: Text, media, variant, and relationships.

1. Open the Components tab.

2. Drag and drop a component into the layout area.

3. Add an optional heading.

4. Rearrange components by dragging them up or down.

Component Types

• Text component
  

  • Choose between a one or a two-column layout.

  • One column allows one attribute; two columns allow up to two.

  • Select any attribute from your PIM (except formulas, completeness, or media).

• Media component

  • Add product images or files.

  • Select a media attribute (e.g., Assets).

  • Set the max number of images to show.

  • Adjust the number of columns (1–4).

• Variants component

  • Show variant data in a table (e.g., size, color, SKU).

  • Add up to 6 columns.

  • Set custom output labels.

  • Use "Add column" to include more attributes.

• Relationships component

  • Display related products (e.g., compatible items or bundles).

  • Select a relationship type from the dropdown.

  • Add up to six attributes.

  • Customize column output labels.

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Style

This is where you can customize your branding.

1.  Go to the Style tab under Designer settings.

2. Choose a font from the dropdown to match your brand.

3. Set your heading color using a HEX code.

4. Select background colors for the header and footer of your PDF.

 

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Previewing 

Before publishing, you can preview your Product Data Sheet to review the layout, formatting, and content. 

In the Product Data Sheet page, click the "View" button at the top right corner of the screen.

A preview window will open showing the final PDF with real product data.

Select a product from the dropdown menu to see how different products from your static list will be displayed.

 

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Publishing 

When you create a new Product Data Sheet, you need to publish it in order to generate URLs for the products listed in the Products tab. Once the template is published, its status will change from ‘Draft’ to ‘Live’.”

After publishing your Product Data Sheet, it becomes available on the All Products page.

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Viewing a Published Product Data Sheet

Once your Product Data Sheet is published for the products listed in the template, you can access it from the All Products page in Plytix.

1. Navigate to 'Products' in the top navigation menu
2. Click  'Edit Columns' to see the group  'Product data sheets'
3. Select your Product Data Sheet and click 'Save columns'

    4.  Click the product URL to access your Product Sheet

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What's next?

• Learn how to export product data
• Learn how to export products in PDFs
• Learn how to work with product lists

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