Add a product

Tilgængelig i alle planerSådan gør duÅbn i DealJourney
  1. 1Open Produkter from the sidebar.
  2. 2Click Tilføj produkt.
  3. 3Give the product a name your colleagues will recognise in a quote picker.
  4. 4Set the Produkttype — whether this is charged once or recurs.
  5. 5Enter the Pris, and the Kostpris if you track margin. Beregnes automatisk fra pris og kostpris
  6. 6Set the Momskode so tax is applied correctly wherever the product is used.
  7. 7Add an item number if you use one. En unik identifikator for produktet (f.eks. SKU).
  8. 8Save.

For a recurring product, also set the billing interval. Vælg hvor ofte dette tilbagevendende produkt faktureres. Prisen ovenfor gælder pr. interval. Vælg venligst et faktureringsinterval for tilbagevendende produkter.

⟦Oprettelsesgebyr⟧ is worth setting on recurring products that carry a joining charge. Engangsgebyr for nye abonnementer. Bruges af mulighedsmodalen til at oprette "Oprettelsesgebyr (Abonnementsnavn)"-poster.

⟦Hoved-abonnementsniveau⟧ marks a product as one a customer subscription can be based on. Markér dette produkt som et hoved-abonnementsniveau, der kan bruges ved oprettelse af kundeabonnementer. Leave it off for add-ons and extras, which attach to a subscription rather than being one.

To create something similar to an existing product, use Kopiér and edit the copy rather than starting over.

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