FOCUS 01⊙
Products and services
▧
Product and service typesDefine the record
Product and service types
Organize physical products and services under their own types and categories.
Catalog / Product records
Product and service records for consistent quoting
Organize product type, code, pricing, tax and scope fields in a family view or a flat list.
PRODUCT VIEW
See how it works.
Product and service records include name, description, category, code, image, delivery lead time, price, currency, unit, tax and notes. Inventory tracking fields are available where needed. Browse the catalog by families or as a flat list, using type, active status, current or archived scope and search filters to find the right item.
EXPLORE THE PRODUCT
Sample viewProducts and services
◈
SERVICE · SAMPLEConsulting1 hour⊞
SERVICE · SAMPLESetup1 project⌁
SERVICE · SAMPLEMonthly serviceMonthly◇
SERVICE · SAMPLESupport1 packageProduct / service record
NameMonthly service
Type / unitService / month
CurrencyUSD
LanguageTurkish / English
Product and service types
01Define the record
02Set commercial fields
03Manage the catalog
FROM NEED TO OUTCOME
Where this helps.
Preparing quotes from different descriptions and price lists for the same service makes it harder for a team to maintain consistent description of what you sell.
WHAT YOU CAN WORK TOWARDS
Give your team a reusable record of what each product or service includes and how it is priced.
STEP BY STEP
How to use it.
- 01
Define the record
Choose product or service type, code, name and category, then complete its scope with an image and description.
- 02
Set commercial fields
Enter price, currency, tax, unit and relevant delivery or inventory information.
- 03
Manage the catalog
Use families or a flat list, returning to records through type, active status and archive filters.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Products and services
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Price and taxSet commercial fields
Price and tax
Keep unit price, currency and tax rate in the product record.
FOCUS 03↗
Products and services
▤
Delivery and imagesManage the catalog
Delivery and images
Turn a short name into a clearer description through images, lead time, units and notes.
FOCUS 04◇
Products and services
◇
Family viewDefine the record
Family view
Use product family and role fields to review related components in the existing catalog structure.
FOCUS 05⌁
Products and services
▧
Active and archived scopeSet commercial fields
Active and archived scope
Search the catalog while distinguishing current and archived records, including whether each item is active.
IN EVERYDAY WORK
What it looks like in practice.
A monthly service and a one-time setup are separate components of the same quote.
Organize both in a shared catalog and prepare their scopes without confusing them.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Included in Professional and Business.
- Catalog inventory fields are not a promise of a full warehouse management or ERP system.
YOUR QUESTIONS
About this feature.
01Can I record services too?+
Yes. Product type, delivery lead time, unit and description fields let you define the scope of a service.
02Is archiving the same as deleting a product?+
The catalog distinguishes current and archived records and includes active-status filters. Record actions depend on the current screen and your permissions.
RELATED WORKFLOW GUIDES
You may also need these features.
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Product and service catalog
Organize product and service names, descriptions, prices and commercial details in a catalog connected to quoting.
Quotes and contracts
Record the products and services offered to a customer in quotes, and organize contract drafts, revisions and archives together.
Data management
Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.