Managing products and services

The catalog provides a consistent definition of what the business buys, sells, or tracks.

Definition and pricing

Choose a good or service and enter its category, unit, prices, identifiers, and status.

  • Product type cannot change after creation.
  • Prices use three decimal places.

Units and variants

Add alternative purchasing and selling units plus variants with attributes and price adjustments.

  • A variant price adjustment is added to the base sale price.

Tracking and inventory

Enable stock limits and reorder point, and choose batch or serial tracking when needed.

  • Serial issue requires an available serial at the correct location.

Bulk entry

Import a tabular file or create a batch of up to one hundred products to accelerate catalog setup.

  • Import results identify created, skipped, and failed rows.