Products
Products is the catalogue of what your company sells. Quotes, subscriptions and price lists all pick from it. A product has no price of its own: prices live on a price list.
Open it from Administration > Products. Everyone who may open the screen can read it; only members whose role may change products see Add product and can save.
Add a product
- Select Add product.
- Fill in Name and Code (a short code such as a SKU; it must be unique).
- Choose a Category. Categories come from the lookup list "Product category" (see Lookup lists).
- Under Billing, choose Recurring (monthly or annual prepaid) or One-time.
- Optionally fill in Unit (for example "licensed system" or "hour"), Description and Display order.
- Select Add product. Then give it a price on a price list.
Change or deactivate a product
- Select the product's name in the list.
- Change the fields and select Save, or Cancel to drop your changes.
- To stop selling it, select Deactivate at the top. Published price lists and past quotes keep it, but it is no longer offered for new quotes. Reactivate brings it back.
The billing type cannot change while a published price list names the product. The History panel shows every change and who made it.
Find a product
Use Search (code or name) and Category. Tick Show inactive to see deactivated products. The On price lists column shows how many price lists name the product.