Products Overview

The Products module is your central catalog of everything your organization sells — physical products, services, subscriptions, and bundles. Products are used across the platform, particularly in opportunities and invoices, where they appear as line items.

Products Module Overview

The Products module lets you:

• Maintain a comprehensive product/service catalog
• Organize products into hierarchical categories
• Define pricing at the product level and through price books
• Create bundle products that group multiple items
• Track product lifecycle with statuses

Product Types

Every product has a type that describes its nature:

Type	Description
Product	A physical or digital good
Service	A professional service (consulting, implementation, training)
Subscription	A recurring product or service (monthly/annual)
Bundle	A package containing multiple products or services

info

Product type affects how the product is handled in invoicing and reporting. For example, subscriptions may have recurring billing logic, while bundles expand into their component items.

Product Fields

Standard product fields include:

Field	Description
Product Name	The display name
Product Code	A unique SKU or code
Description	Detailed product description
Type	Product, Service, Subscription, or Bundle
Category	The category this product belongs to
Cost Price	Your internal cost
List Price	The standard selling price
Status	Active, Inactive, or Discontinued
Unit	Unit of measure (each, hour, month, etc.)

Product Categories

Products are organized into a hierarchical category tree. Categories help you structure your catalog and make products easier to find.

Example hierarchy:

Software
├── CRM Solutions
├── Analytics Tools
└── Integration Platforms
Services
├── Implementation
├── Training
└── Support Plans
Hardware
├── Servers
└── Networking

Managing Categories

1. Navigate to the Products module.
2. Use the category panel on the left side to view the tree.
3. Add a category: Click the "+" button, enter a name, and select a parent category (or leave as root).
4. Edit a category: Click the edit icon next to a category name.
5. Delete a category: Click the delete icon. You cannot delete a category that has products assigned to it.
6. Organize hierarchy: Drag categories to rearrange or nest them under different parents.

warning

Deleting a category requires removing or reassigning all products in that category first. Plan your category structure carefully before creating products.

Product Statuses

Status	Description
Active	Available for use in opportunities and invoices
Inactive	Temporarily unavailable (not shown in product selection)
Discontinued	Permanently retired (historical records preserved)

Bundle Products

A bundle is a product that contains other products as child items. This is useful for:

• Pre-configured solution packages
• Volume discount packages
• Implementation kits (product + service + support)

To create a bundle:

1. Create a new product and set the type to Bundle.
2. In the bundle configuration, add child products from your catalog.
3. Set quantities for each child item.
4. The bundle price can be set independently or calculated from child items.

Creating, Editing, and Deleting Products

Creating

1. Click + New Product at the top of the products list.
2. Fill in the product fields (name, code, type, category, pricing, etc.).
3. Click Save.

Editing

1. Click a product in the list to open its detail view.
2. Click Edit.
3. Modify fields and click Save.

Deleting

1. Click the actions menu on a product.
2. Select Delete.
3. Confirm the deletion.

note

Products are soft-deleted. Existing line items on opportunities and invoices that reference deleted products remain intact.

For pricing across different markets or customer segments, see Price Books.