Products

Table of Contents

1. Overview
2. Products Dashboard
3. Adding a New Product
4. Editing Product Information
5. Deleting Products
6. Product Search

Overview

The Product Management section allows service providers to effectively manage product items that can be included in estimates or invoices. This area provides functionalities to add, update, archive, and delete product items, with deletion restricted to items not linked to any estimate or invoice.

Products Dashboard

The Product Dashboard serves as the main interface for managing your products. It offers key functionalities such as adding, editing, and deleting products, as well as searching and filtering capabilities.

The dashboard displays a comprehensive list of your products, including details such as:

• SKU: Unique identifier for the product item

• Product: Identifying name for the product item.

• Cost: The cost price of the product

• Markup: The percentage or amount added to the cost price

• Item Price: The final selling price of the product

• Taxable: Indicate if the item is subject to tax

• In Use: Specify if the item is currently used in estimates or invoices.

• Actions: Edit and Delete options.

You can toggle between active and disabled products by clicking the respective buttons on the dashboard.

1. Adding a New Product

To add a new product to your account, you will be presented with a form containing several fields. Required fields include: SKU, Product Name, and Cost. An optional Description field is also available, and you must select whether the product is taxable or not.

• Click the "+ New Product" blue button at the top right of the Products Dashboard.

• Fill out the required fields in the form (SKU, Product Name, Cost).

• Enter the Markup percentage or amount.

• The Item Price will be automatically calculated based on Cost and Markup.

• Select whether the product is taxable or not.

• Click "Add Product" to create the new product item.

2. Editing Product Information

To modify product details:

• 
  Locate the product in the list on the Product Dashboard.

• Click the "Edit" action button next to the product name.

• Modify the necessary fields in the edit interface.

• Click "Apply Changes" to save the updated information.

3. Deleting Products

To delete a product:

• Locate the product in the dashboard.

• Go to the Actions column.

• Click on the three-dot menu button.

• Press the Delete option with the trash can icon.

• The product will be moved to the Disabled section.

• You can also access the Edit Product interface by clicking on the Edit option.

• At the top of the window, you'll see the Delete option with the trash can icon.

After this initial deletion, the product will be moved to the Disabled section. From there, you have two options:

3.1. Restoring a Deleted Product

If you change your mind and want to restore the product:

• Navigate to the Disabled section.

• Find the product you wish to restore.

• Navigate to the Disabled section.

• Find the product you wish to restore.

• Click the "Undo" button next to the product.
  
   

3.2. Permanently Deleting the Product

• Go to the Disabled section by clicking on the Disable button.

• Search for the product you want to remove.

• Click on Actions > Delete, confirm the action and the product will be permanently removed.
  
   

This process allows you to safely manage your products, giving you the flexibility to disable them temporarily before deciding whether to permanently delete or restore them. Deletion may only occur if the product item is not linked to an estimate or invoice.

 

4. Product Search

The Services Dashboard offers search and filter functionalities to help you manage your products efficiently:

4.1. Quick Search:
 

• Use the search bar to find products by SKU or name.
   

4.2. Advanced Filtering:

• Click the "Filter" button for more detailed search options.

• Select specific characteristics to filter products, such as: Taxable and In Use.