Add a product

1. 1Open Produkter from the sidebar.
2. 2Click Lägg till produkt.
3. 3Check the Artikelnummer. It is filled in with the next number in sequence; type your own if you use a different scheme, or use Hämta nästa artikelnummer 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 Produkttyp: whether this is charged once or recurs.
6. 6For a recurring product, also choose the Standard prisperiod, which is required. Hur du föredrar att visa produktpriset i offerter — månadsvis, årsvis osv. Påverkar inte när fakturor skickas.
7. 7Enter the Pris, and the Kostnadspris if you track margin. The Bruttomarginal (%) fills in from the price and the cost when you enter the cost.
8. 8Set the Momskod so tax is applied correctly wherever the product is used.
9. 9Click Skapa produkt.

Engångsbelopp (kr), under Bindning & kampanj, is worth setting on products that carry a joining charge. Belopp som faktureras en gång, t.ex. köp av router. Lämna tomt om inget engångsbelopp.

Huvudprenumerationsmall marks a product as a main subscription tier. Använd den här produkten som primär mall för prenumerationsplaner 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 Kopiera and edit the copy rather than starting over.