Products & Services
Maintain a catalog of products and services that you sell. When creating invoices, quotations, or deals, select items from your catalog to auto-fill pricing and details.Adding a product
- Go to Sales > Products
- Click Add Product
- Fill in the details:
| Field | Description |
|---|---|
| Name | Product or service name (must be unique) |
| Type | Product or Service |
| Price | Selling price |
| Buy Price | Cost price (for margin tracking) |
| SKU | Stock keeping unit (optional) |
| Description | Product details |
| Default Tax Rate | Tax rate applied by default |
| Image | Product photo or icon |
| Active | Whether the product appears in selection lists |
Screenshot: Add product form
Using products in documents
When adding line items to an invoice, quotation, deal, or sales order:- Start typing the product name in the line item field
- Select from matching results
- The price, tax, and description auto-fill from the catalog
Active and inactive products
Mark products as inactive to remove them from selection lists without deleting them. Inactive products still appear on existing documents.- Open the product
- Toggle the Active switch off
- The product will no longer appear in dropdown lists
Client portal visibility
Control which products your clients can see in the client portal:- Edit the product
- Enable Client Portal Visibility
- Add a Client Portal Description if different from the internal description
Bulk operations
- Bulk create - Import multiple products at once
- Bulk delete - Select and delete up to 300 products
Filtering products
- Search - Find products by name
- Active/Inactive - Toggle to see only active or all products
- Creator - Filter by who added the product