Managing Your Products Catalogue

What is the Products catalogue?#

The Products catalogue is your price list — everything you sell. When you build a quote or invoice you pick products from this list instead of retyping names and prices, which keeps pricing consistent and saves time. Open it from Products under Sales.

Add a product#

Click Create Product and fill in the form.

• Product Name (required) — what customers see on quotes and invoices. Must be unique.

• SKU — a unique code for the product. Optional, but useful for larger catalogues.

• Description — a short line shown under the product name on the document.

• Status — Active or Inactive.

• Unit Price (required) — the standard selling price. It auto-fills when you add the product to a quote (and can be overridden per line).

• Unit Cost — what the product costs you. Used for margin reporting and never shown to customers.

• Default Tax (%) — a default tax rate that auto-fills the line's Tax % when the product is added.