Products are the services or items your business sells. Adding them to your product library lets you quickly add line items when creating quotes and invoices.
Adding a Product
- Go to Settings → Products
- Click + New Product
- Fill in the details:
- Name — display name on quotes and invoices
- Description — optional details shown on the line item
- Price — default unit price
- Categories — assign to one or more product categories
- Discounts — attach any item-level discounts that should apply automatically
- Click Save
Product Categories
Categories help you organise your product library (e.g. Labour, Parts, Consumables).
- Go to Settings → Product Categories
- Click + New Category
- Enter a name and click Save
Using Products on Documents
When adding a line item to a quote or invoice, type the product name in the item field to search and auto-fill the description and price. You can still edit the price or quantity before saving.
Attaching Discounts to Products
You can link item-level discounts directly to a product so they apply automatically whenever that product is added to a document. See Discounts for how to set up discount rules.
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Keep your product library up to date so your team always has accurate pricing at their fingertips.
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