Products
Products are the line items you add to estimates and invoices. Organizing them into a catalog saves time when building documents.
Product Hierarchy
Products are organized in three levels:
- Group — top-level category (e.g., “Catering”)
- Sub Group — subdivision (e.g., “Wedding Packages”)
- Product — individual item (e.g., “Standard Package - 20 Guests”)
Groups and sub groups are optional — you can create standalone products without categorizing them.
Product Fields
| Field | Description |
|---|---|
| Name | Product name shown on documents |
| Description | Optional details shown below the product name |
| Price | Unit price charged to the customer |
| Cost | Your cost (used for margin calculation, not shown to customers) |
| Taxable | Whether tax applies to this product |
| Tax Category | Determines which tax rates apply (default: Tangible Goods) |
| Tax Rates | Override — assign specific tax rates instead of auto-matching |
Margin Tracking
The product list displays margin for each product, calculated from the difference between the customer price and your cost. This helps you evaluate profitability at a glance without exposing cost information to customers.
Searching and Filtering
The products page includes:
- Search — find products by name
- Category filter — filter by product group
Using Products in Documents
When you add a product to an estimate or invoice, the name, description, price, and tax settings are auto-filled. You can still adjust the price and quantity per document.
Products created inline while building an estimate or invoice are saved to your catalog automatically, so you can reuse them later.