Products

The product catalogue is the list of what you sell, with the price and tax treatment attached to each item. It lives under Products in the sidebar.

Create your first product to start building your catalog. Products can be used in opportunities and subscriptions.

Why it is worth maintaining. Every quote line, subscription and invoice is built from a catalogue product. Because the price and VAT come from the catalogue rather than from whoever typed the quote, the same thing costs the same everywhere, and changing a price is one edit instead of a hunt through open deals.

The other half of the payoff is reporting. A line that points at a catalogue product can be counted — how much of each thing you sold, to whom, at what margin. A free-text line typed straight onto a deal cannot be, and it is invisible to every product-level figure afterwards.

One-time versus recurring. A product is either One-time or Recurring, and the difference runs through everything downstream. A recurring product carries a billing interval, feeds subscriptions, and counts towards recurring revenue. A one-time product is charged once. Getting this wrong on a product is one of the easier ways to make your recurring revenue figures untrue.

Products versus subscriptions. A product is the thing you sell; a subscription is one customer's ongoing agreement to pay for it. The catalogue defines what is on offer, subscriptions record who has what.