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#23: How to Create a New Productuct

This guide explains how to create a new product record and complete the mandatory information required to manage product development through the Gate process.

 Purpose

To create a new Product record and capture all information required to manage product development activity within HubSpot.

When to Use

Use this process when:

  • A new product is being developed.
  • A customer requests a new product concept.
  • A product needs to be linked to an existing Gate.
  • A new sample request is created.
Before You Start

Ensure you have:

  • Product name
  • Pack size information
  • Product technology
  • Allergen requirements
  • Commercial information
  • Associated Gate details
Steps

Step 1: Open the Gate Record

  1. Navigate to the relevant Gate.
  2. Open the Gate record.
  3. Select Create New Product.

Step 2: Enter Product Information

Complete:

  • Factory Code (where applicable)
  • Product Name
  • Pack Size

Example:

Chicken Gravy

Step 3: Enter Unit Size

Complete the Unit Size (KG) field.

Example:

1.5 KG

The unit size should reflect the product specification.

Step 4: Select Product Shape

Choose the appropriate product shape.

Examples may include:

  • Liquid
  • Powder
  • Paste
  • Granular

Select the option that best reflects the product.

Step 5: Select Technology

Choose the appropriate technology category.

Examples:

  • Stock
  • Sauce
  • Butter
  • Pasta

Step 6: Complete Shelf Life Information

Enter:

  • Chilled Shelf Life (Days Required)
  • Storage requirements where applicable

Example:

28 Days

Step 7: Complete Allergen Information

Select:

  • Allergen Testing Required
  • Allergen Testing Details

Example:

Yes
Gluten

Step 8: Enter Commercial Information

Complete:

  • Target Sales Price (€)
  • Weeks Live
  • Weekly Volume (KG)

Example:

Target Sales Price: €4.50

Step 9: Complete Product Detail Information

Add:

  • Product Detail
  • BTL / RTL information (where applicable)

Step 10: Enter Sample Information

Complete:

  • Sample Due Date
  • Amend Notes (if applicable)
  • Delivery Notes

Example:

Pre 12pm Delivery

Step 11: Associate the Product with a Gate

Under Associate New Product With:

  1. Confirm the correct Gate is selected.
  2. Verify the association label if required.

The Gate should automatically populate when creating the product from the Gate record.

Step 12: Create the Product

Review all information.

Click:

Create Product

or

Create and Add Another

Outcome

Upon completion:

✅ Product created successfully

✅ Product linked to the correct Gate

✅ Commercial information recorded

✅ Sample requirements captured

✅ Product enters the development workflow

Common Mistakes

❌ Incorrect unit size

❌ Missing allergen requirements

❌ Leaving commercial fields blank

❌ Incorrect sample due dates

❌ Associating the product with the wrong Gate

❌ Missing delivery notes

Success Criteria

✓ Product record created

✓ Product linked to the correct Gate

✓ Commercial information completed

✓ Sample requirements captured

✓ Product visible within the development workflow

Category

📁 Innovation Hub
→ Product Management

Related Articles
  • How to Create a Gate
  • How to Add a Product to a Gate
  • How to Submit Product Costing Information
  • How to Review Product Details
  • How to View Companies Associated with a Product