Products & Inventory
What are Products?
Products represent the goods or services you sell. They're used in Quotes, Invoices, and Deals to create line items with pricing.
Depending on your industry, this module might be:
- Products (General Sales, Manufacturing)
- Properties (Real Estate)
- Vehicles (Automotive)
- Commodities (Food Export)
- Programs/Courses (Education)
Managing Products
Creating a Product
- Go to Products → Click + New Product
- Fill in:
- Product Name — Clear, descriptive title
- Product Code / SKU — Unique identifier
- Description — What it is
- Category — Group (e.g., Software, Hardware, Service)
- Unit Price — Standard selling price
- Tax — Applicable tax rate (%)
- Unit — Piece, Hour, KG, Sq.ft, etc.
- Status — Active / Inactive
Product Fields
| Field | Description |
|---|---|
| Product Name | Display name |
| SKU / Code | Unique identifier |
| Category | Product group |
| Unit Price | Standard price |
| Cost Price | Your cost (for margin calculation) |
| Tax Rate | Default tax % |
| Unit of Measure | Piece, Hour, KG, etc. |
| Description | Detailed description |
| Status | Active or Inactive |
Using Products
In Quotes:
- Create a Quote → Add Line Items
- Search/select a product
- Quantity, Price, Discount auto-populate
- Modify as needed per deal
In Invoices:
- Create an Invoice → Add Line Items
- Select products from catalog
- Set quantity and any overrides
- Tax auto-calculated
In Deals:
- Link products to a deal
- Track which products the customer is buying
- Amount auto-calculates based on products
Pricing
Standard Pricing
- Set a base price per product
- Applied by default when added to quotes/invoices
- Can be overridden per transaction
Volume Discounts
- Automatic discounts based on quantity ordered
- Tier-based pricing (1-10 units: $100, 11-50: $90, 50+: $80)
Custom Pricing
- Override price per customer
- Special pricing for key accounts
- Promotional pricing for campaigns
Inventory Tracking
Stock Levels (if applicable)
- Current stock quantity
- Reorder level (low stock alert)
- Reserved (blocked for orders)
- Available = Stock - Reserved
Stock Movements
- In: Purchase/production adds stock
- Out: Sales/shipments reduce stock
- Reserved: Bookings block stock without reducing
Low Stock Alerts
- Set minimum threshold per product
- Notification when stock drops below threshold
- Dashboard widget showing low-stock items
Product Categories
Organize products into categories:
- Create category hierarchy (Category → Sub-category)
- Filter products by category
- Report revenue by category
- Set category-level tax rules
Product Catalog (for customers)
Share products with potential buyers:
- Generate PDF catalog with selected products
- Include images, descriptions, pricing
- Send via Email or WhatsApp
- Public link for web sharing
Industry-Specific
Real Estate: Properties
Additional fields:
- Property type (Apartment, Villa, Plot)
- BHK configuration
- Carpet/Built-up area
- Floor, Wing, Unit number
- Availability status
- Possession date
- Project link
Food Export: Commodities
Additional fields:
- HS Code
- Origin country
- Certifications (FSSAI, Organic, etc.)
- Packaging options
- MOQ (Minimum Order Quantity)
- Shelf life
Automotive: Vehicles
Additional fields:
- Make, Model, Variant
- Year, Color
- VIN / Chassis number
- Mileage (for used vehicles)
- On-road price
- Insurance details
Tips
- Keep catalog updated — Remove discontinued products
- Use categories — Easy filtering and reporting
- Set accurate tax rates — Avoids invoice errors
- Track cost price — Enables profit margin analysis
- Use SKU codes — Faster search and identification
- Link to deals — See which products drive revenue