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Products & Services
Manage your product catalog and service offerings. This guide covers creating, organizing, and using products and services in your CRM.
Overview
The Products & Services feature allows you to:
- Create a catalog of products and services
- Set pricing (fixed or hourly)
- Track inventory for products
- Quickly add items to invoices and quotes
- Organize offerings by type
Product vs Service
Products
- Physical items you sell
- Can have inventory tracking
- SKU numbers for identification
- Stock levels and reorder points
Services
- Non-physical offerings
- Typically billed by hour or fixed price
- No inventory tracking
- Examples: Consulting, Design, Maintenance
Creating Products & Services
Basic Creation
- Navigate to Products & Services in the sidebar
- Click Add Product or Add Service
- Fill in the details:
- Name (required): Product or service name
- Type: Product or Service
- Description (optional): Detailed description
- Pricing Model: Fixed or Hourly
- Price (required): Unit price
- SKU (optional): Stock keeping unit for products
- Click Save
Pricing Models
Fixed Price
- One-time price per unit
- Example: $100 for "Website Design"
- Quantity multiplies the price
Hourly Rate
- Price per hour
- Example: $75/hour for "Consulting"
- Used with timesheet hours
SKU Management
SKUs (Stock Keeping Units) help identify products:
- Unique identifier per product
- Format: Your choice (e.g., "PROD-001", "WIDGET-XL")
- Used for inventory tracking
- Searchable in the system
Managing Your Catalog
Product List
View all products and services:
- Name and description
- Type (Product/Service)
- Pricing model
- Price
- SKU (for products)
- Last updated date
Search & Filter
- Search by name, SKU, or description
- Filter by type (Product/Service)
- Filter by pricing model
Editing Products
- Find the product in the list
- Click Edit
- Update any fields
- Click Save
Note: Changing prices doesn't affect existing invoices/quotes.
Deleting Products
- Select the product
- Click Delete
- Confirm deletion
Warning: Products used in invoices/quotes cannot be deleted. Archive them instead.
Using Products in Invoices & Quotes
Adding Products to Line Items
When creating invoices or quotes:
- Click Add Line Item
- Optionally click Select from Products
- Choose a product from your catalog
- Quantity and rate are pre-filled
- Adjust if needed
- Add to invoice/quote
Benefits of Using Products
- Consistency: Same pricing across all invoices
- Speed: Faster invoice creation
- Tracking: See which products sell most
- Reporting: Revenue by product analytics
Inventory Management
Setting Up Inventory
For products with inventory tracking:
- Go to Inventory page
- Find or create inventory record for product
- Set:
- Current Quantity: Stock on hand
- Low Stock Alert: Threshold for warnings
- Reorder Point: When to reorder
- Save
Inventory Tracking
- Track stock levels
- Receive low stock alerts
- View inventory history
- Generate inventory reports
See Inventory Management for details.
Product Categories
While categories aren't built-in yet, you can:
- Use naming conventions (e.g., "Product - Widget")
- Add descriptions with category information
- Use SKU prefixes for organization
Best Practices
- Complete descriptions: Help team members understand offerings
- Consistent naming: Use clear, consistent product names
- Regular updates: Keep prices current
- SKU standards: Establish SKU naming conventions
- Archive unused: Don't delete, archive old products
- Link to inventory: Set up inventory for physical products
Product Reports
View product analytics in Reports:
- Revenue by product
- Most sold products
- Product performance over time
- Inventory valuation
Integration
Products integrate with:
- Invoices: Quick selection when creating invoices
- Quotes: Same product catalog
- Inventory: Stock tracking for products
- Reports: Revenue and sales analytics
Next Steps
- Create invoices using your products
- Set up inventory for physical products
- View product reports for insights
- Manage inventory levels to avoid stockouts