Products and Pricing
Products and pricelists control what you sell and at what price. Proper product configuration ensures quotations are accurate and inventory is tracked correctly.
View products
The product catalogue shows all products available for sale. Each product card shows name, internal reference, sales price, and product image. Filter by product type, sales team, or category. Switch to list view for bulk editing.
Create a product
Click New to create a product. The product type determines how it behaves in Inventory and Accounting.
Pricelists
Pricelists allow different pricing for different customers, regions, or date ranges. Enable pricelists in Sales → Configuration → Settings. Create a pricelist with rules based on: fixed price, percentage discount, or formula. Assign a pricelist to a customer on their contact record — it applies automatically on all their quotations.