What the catalog is for
Products is the shared record of everything you sell: physical products, services, subscriptions, and unique items sold for a fixed period. When a customer asks what a plan includes or what something costs, the answer comes from one list instead of a spreadsheet somebody keeps privately.
Add a product
- 01
Open Products and select Add product.
- 02
Enter the name, an optional short name, and a code or SKU. The code has to be unique in the workspace.
- 03
Choose the type — product, service, subscription, or unique — and a category if you already have one.
- 04
Set the unit price and a three-letter currency code, then add a unit of measure such as piece, hour, or seat.
- 05
Save. A unique product also asks for a duration and its unit, from minutes through to years.
Find anything quickly
Search matches the name, the code, and the description, so a customer quoting a SKU is enough to find the right row. The filters above the table narrow the list by type, category, and status while the search stays applied.