Before you can start compiling quotes, orders, sales invoices, purchase orders, and bills, you need to add products and services to your database – in other words, create rate cards. So let's see how to get your product list sorted!
To get to the product list, go to Settings > Sales and Finance > Products and services.
There are two ways to add new products/services to the database – either manually or via import. You can check out the detailed articles on both options:
The list of products and services gives you an overview of all the products and services you offer to your clients.
Filter the data in different ways and change the view of list as you see fit. Save the personalized list view as a bookmark or a default view. You can also customize the data displayed on the summary bar of the list.
If you select at least one product/service row, an additional bar is displayed that allows you to move products to a group, mark them as inactive, etc. Inactive products do not pop up when selecting products on quotes, orders, and invoices.
Product or service groups
The list can be grouped by different products/services for an easy overview, but also group-based reporting. It’s especially helpful if you have many products and services in your database.
If you wish to divide products/services into groups, start by adding product groups. Navigate to the Product groups tab. Here you can modify existing groups and create new ones.
Click + New group in the Product groups list view to create a group. Add a name to the group and also decide if it is the main group or belongs to another group. If so, start by adding the main groups first and then create smaller groups to link to the main groups.
To add products and services to groups, just open the product list, select the relevant products and from the additional menu bar select the group you wish to add them to.
Just click on the name of the product group to select the products under it so that you can change them all at once.
To change the name of a product group or modify it, just hover over the name of the group and click on the pencil icon.
Under the Product add-ons tab you can activate more options for products/services.
Product pictures are displayed in the product modify view. When appropriate templates have been created, you can create and e-mail product sheets in PDF format. Templates can be created under Settings > Site settings > PDF templates.
When creating quotes, orders, and invoices, you can select products by product codes. Product codes are also used for syncing the product database.
Linked products and services
Products can be linked in the product modify view. If product A has been linked with products B and C, then when creating a quote and selecting product A, the products B and C are also automatically added.