Add a product

Tilgængelig i alle planerSådan gør duÅbn i DealJourney
  1. 1Open Produkter from the sidebar.
  2. 2Click Tilføj produkt.
  3. 3Check the Varenummer. It is filled in with the next number in sequence; type your own if you use a different scheme, or use Hent næste varenummer to fetch the next one again. A product cannot be saved without one.
  4. 4Give the product a name your colleagues will recognise in a quote picker.
  5. 5Set the Produkttype: whether this is charged once or recurs.
  6. 6For a recurring product, also choose the Standard prisperiode, which is required. Hvordan du foretrækker at vise produktprisen i tilbud — månedligt, årligt osv. Påvirker ikke hvornår fakturaer sendes.
  7. 7Enter the Pris, and the Kostpris if you track margin. The Bruttomargin (%) fills in from the price and the cost when you enter the cost.
  8. 8Set the Momskode so tax is applied correctly wherever the product is used.
  9. 9Click Opret produkt.
The Add Product control

Engangsbeløb (kr), under Binding & kampagne, is worth setting on products that carry a joining charge. Beløb der faktureres én gang, f.eks. køb af router. Lad stå tomt hvis intet engangsbeløb.

Hoved abonnementsskabelon marks a product as a main subscription tier. Brug dette produkt som primær skabelon til abonnementsplaner 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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