The four kinds of product

Tilgængelig i alle planerOverblikÅbn i DealJourney

The tabs on the products page are not filters over one list of similar things — they separate genuinely different kinds of item, and picking the wrong one causes trouble later at invoicing.

Engangsprodukter — sold once. Installation, hardware, a training day, a fixed-price project. Marked Engangsbetaling.

Tilbagevendende tilføjelser — billed every period, but attached to an existing subscription rather than being the subscription itself. Extra seats, extra storage, a support upgrade. Marked Tilbagevendende.

Abonnementsniveauer — the plan a customer is *on*: Basic, Pro, Enterprise. Marked Hoved-abonnement. See Set up a subscription tier.

Alle produkter is everything together, which is where you go to search rather than to think about structure.

The All Products control

These catalogue tabs are separate from editing a product. The product popup and full-page editor open directly on the product form, without custom tabs.

The rule. A customer has one subscription tier and any number of recurring add-ons. If two of your items could sensibly be sold to the same customer at the same time, they are add-ons, not tiers. This is the mistake worth avoiding: modelling "Pro" and "Extra seats" both as tiers means a customer who wants both cannot be represented, and someone ends up faking it with a second subscription.

A catalogue with twenty tiers is nearly always add-ons filed in the wrong place.

Pricing sits on the product, including per-currency plans and VAT treatment: Prices, VAT and margin.

Products are also used on deals, where they become quote lines: Add products to an opportunity.

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