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Products

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Accessing Products

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The Products List

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List View

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Filtering Products

• Type: Product, Service
• Category: Filter by category
• Status: Active, Inactive

• Product name
• SKU
• Description

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Adding Products

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Creating a Product

1. Go to Products
2. Click Add Product
3. Select type:
   • Product: Physical goods
   • Service: Labor or services
4. Complete the details
5. Click Save

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Product Fields

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Pricing Fields

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Inventory Fields (Products Only)

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Product Types

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Physical Products

• Equipment
• Parts
• Supplies
• Materials

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Services

• Installation
• Maintenance
• Consulting
• Repairs

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Bundles

1. Create a new product
2. Set type as Bundle
3. Add component items
4. Set bundle pricing
5. Save

• Sum of components
• Fixed bundle price
• Discounted bundle price

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Pricing Strategies

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Standard Pricing

• Set the selling price
• Applied to all quotes and invoices

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Customer-Specific Pricing

1. Go to Customer > Settings
2. Select Price List
3. Assign a price list
4. Customer sees those prices

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Volume Pricing

1. Open product
2. Go to Pricing tab
3. Add quantity breaks:
   • 1-10: $100 each
   • 11-50: $90 each
   • 51+: $80 each
4. Save

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Markup from Cost

1. Enter cost price
2. Set markup percentage
3. Selling price calculates automatically

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Managing Inventory

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Stock Tracking

• Stock decreases when invoices are sent
• Stock increases when POs are received
• Low stock alerts trigger at reorder point

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Adjusting Stock

1. Go to Products > Inventory
2. Select the product
3. Click Adjust Stock
4. Enter:
   • New quantity or adjustment
   • Reason for adjustment
5. Save

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Stock Movements

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Reorder Alerts

1. Open product
2. Set Reorder Point
3. Set Reorder Quantity
4. Enable notifications
5. Receive alerts when stock falls below reorder point

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Product Categories

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Using Categories

• Equipment
• Parts
• Labor
• Materials
• Other services

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Creating Categories

1. Go to Products > Categories
2. Click Add Category
3. Enter name and description
4. Assign parent category (optional)
5. Save

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Category Hierarchy

Equipment
├── HVAC Equipment
│   ├── Air Conditioners
│   └── Heaters
└── Electrical Equipment

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Using Products on Documents

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On Quotes

1. Create or edit quote
2. Click Add Line Item
3. Search for product
4. Select from results
5. Adjust quantity and price if needed

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On Invoices

1. Create or edit invoice
2. Click Add Line Item
3. Search for product
4. Select from results
5. Adjust as needed

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On Purchase Orders

1. Create or edit PO
2. Click Add Line Item
3. Search for product
4. Select from results
5. Quantity updates stock when received

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Import and Export

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Importing Products

1. Go to Products > Import
2. Download template
3. Fill in product data
4. Upload file
5. Map columns
6. Review and confirm

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Exporting Products

1. Go to Products
2. Click Export
3. Select format (CSV, Excel)
4. Choose fields to include
5. Download

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Product Reports

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Available Reports

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Best Practices

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Product Setup

• Use consistent naming conventions
• Include detailed descriptions
• Set accurate cost prices
• Assign appropriate categories
• Keep SKUs unique and meaningful

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Inventory Management

• Review stock levels regularly
• Set realistic reorder points
• Track inventory movements
• Perform periodic stock counts
• Investigate discrepancies promptly

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Pricing

• Review prices periodically
• Track competitor pricing
• Monitor profit margins
• Update costs when they change
• Document price change reasons

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Troubleshooting

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Product Not Appearing in Search

1. Check product status (active)
2. Verify spelling
3. Check category filters
4. Refresh the page

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Inventory Count Incorrect

1. Review recent transactions
2. Check for unapplied adjustments
3. Verify PO receipts
4. Perform physical count
5. Create adjustment if needed

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Price Not Updating

1. Clear browser cache
2. Check customer-specific pricing
3. Verify price list assignment
4. Check effective dates