How to Add/Remove a Product to Your Catalog

For a full write up on how to manage your Otto Catalog, check out this article: How to Manage Your Product Catalog in Otto 

Step-by-Step Instructions

1. Click the “Products” module

   • Select the box icon (Products) from the left-hand sidebar.

2. Search your existing catalog first

   • In the Your Catalog section, use the search bar to check if the product is already added.

   • If the product appears, you do not need to add it again.

3. Click “Add Products”

   • Select the Add Products button to open the Available Products database.

4. Search for the product in Available Products

   • Use the search bar to locate the product by name or brand.

   • If the product you are looking for is not listed, go to step 9.

5. Select the product(s)

   • Check the box beside each product you want to add to your catalog.

   • You can select multiple products at once.

6. Click “Add to Catalog”

   • Once selected, click Add to Catalog to move the product(s) into your clinic’s catalog.

7. Configure product settings
   After clicking Add to Catalog, you will be prompted to:

   1. Enter your retail price

   2. Select the default supplier using the dropdown menu (this is who you will order the product from majority of the time.

      1. If Manual Fulfilment is the only supplier listed, the product is not available for drop-ship fulfillment through Otto. You can add the product to your catalog, but if a patient were to order it, you would fulfill it outside of Otto.
      2. Manual Fulfilment means the product will not be ordered from the supplier.
   3. Click the tax toggle if you would like tax to be charged on this product.

1. Click “Confirm”
   
   

2. If it does not already exist, select Request a Product & fill out the form

3. Click Send Request.

   • Otto will review the request and verify the product details.
   • Once approved, the product will be added to the master database and to your catalog.

Removing a Product

If you no longer want to offer a product:

1. Find it in your Product Catalog.
2. Check the box to the left of the product name.
3. Click Remove from Catalog.

The product will then be removed from your active catalog and can be added back at any time.

Important Notes

• Pricing is controlled by your clinic. Otto may provide recommended pricing, but you set the final retail price.

• Default supplier selection matters. This determines where purchase orders are routed during fulfillment.

• Featuring a product will highlight it on your Otto webstore homepage.

• If you cannot find a product in Available Products, use the “Request a Product” button inside the Products module. 

• A product with a set price of $0 will not appear on your webstore for patients to order.

When to Contact Support

• If a product is not showing in Available Products.

• If supplier options appear incorrect.

• If the product does not appear in your catalog after confirmation.

• If you are unsure whether the product already exists in Otto.
• If you request a product to be added and do not see the product after a reasonable review period.

If the issue persists, please submit a support ticket so our team can investigate further.