Products
Your product catalog is the list of line items you add to estimates and invoices, so you set a price and tax setting once instead of retyping it. In the Back Office , open Invoicing > Products.
The tab has three sub-tabs: Groups, Sub Groups, and Products. It opens on Products.
Product hierarchy
Products can be sorted into two levels of grouping:
- Group — a top-level category, for example “Catering.”
- Sub Group — a subdivision inside one group, for example “Wedding Packages.”
- Product — an individual item, for example “Standard Package - 20 Guests.”
Groups and sub groups are optional. A product can have neither. They organize your catalog only. They don’t change prices or tax.
Groups
The Groups sub-tab shows each group as a card.
- Select
Add Group. - Enter a
Name. - Save.
Select the image on a group card to add a picture. Use the pencil icon to rename a group and the trash icon to delete it.
Sub groups
The Sub Groups sub-tab shows each sub group with the group it belongs to.
- Select
Add Sub Group. - Pick a
Group. A sub group must belong to a group. - Enter a
Name. - Save.
A sub group whose group was deleted shows Unknown group.
Manage products
The Products table has these columns:
| Column | What it shows |
|---|---|
Name | The product name and picture, with the description below it |
Group | The group, with the sub group below it |
Price | The unit price charged to the customer |
Cost | Your cost |
Margin | Price minus cost, with the percentage of the price |
Tax | The tax category, or Non-taxable |
Each row has three icons: edit, duplicate, and delete. Duplicate opens the form pre-filled with the product’s details and no picture. Select the picture square on a row to add or remove a product image.
Use the search box to find a product by name or description.
Add a product
Select Add Product, fill in the form, and save.
| Field | What it does |
|---|---|
Name | Required. The product name shown on documents. |
Description | Optional details shown below the name. |
Price | Required. The unit price, $0 or more. |
Cost | Your cost. Used for margin only and never shown to customers. |
Group | Optional. Picking a new group clears the sub group. |
Sub Group | Optional. Lists only sub groups in the selected group. |
Tax Category | Decides which category tax rates apply. New products start at Tangible Goods. |
Taxable | Checked by default. Uncheck it for an item that never takes tax. |
Tags | Optional labels. Type a tag and press Enter or select Add. |
Tax settings
A product takes tax only when Taxable is checked and its Tax Category isn’t Non-Taxable. Either one turns tax off for that product.
For a taxable product, the Tax Category decides which rates apply on top of your All categories rates. For example, a category rate set for Food (Prepared) applies only to products in that category. See How rates are applied.
When you add a product to an estimate or invoice, its taxable setting and tax category are copied onto the line. The line shows a Tax: <category> badge, or No tax for a non-taxable product.
Use products in documents
On an estimate or invoice, select Add Product, then search and pick a product. Its name, description, price, cost, and tax settings fill in. You can change the quantity and line discount on each document.
Select Create New Product in the Add Product list to add a product without leaving the estimate or invoice. It is saved to your catalog. Then pick it from the list to add it as a line.
Related
- Invoicing Setup — add the tax rates your categories use
- Estimates
- Invoices
Owner-level access required.