Add a product

Tilgjengelig i alle planerSlik gjør duÅpne i DealJourney
  1. 1Open Produkter from the sidebar.
  2. 2Click Legg til 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 neste 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 foretrekker å vise produktprisen i tilbud — månedlig, årlig osv. Påvirker ikke når 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 MVA-kode so tax is applied correctly wherever the product is used.
  9. 9Click Opprett produkt.
The Add Product control

Engangssum (kr), under Binding & kampanje, is worth setting on products that carry a joining charge. Engangsbeløp som faktureres én gang, f.eks. kjøp av ruter. La stå tom hvis ingen engangssum.

Hoved abonnementsmal marks a product as a main subscription tier. Bruk dette produktet som primærmal for 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 Kopier and edit the copy rather than starting over.

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