When you are adding a product, the details or fields that you need to fill in are,

  1. Name of the product
  2. Type of the product
  3. UOM
  4. Product Images
  5. Description of the product
  6. Category of the product
  7. Tax Category
  8. Manufacturer of the product
  9. Manufacturer part number
  10. Add 'Setup Fee' to Margin
  11. Add Pricing Plan

1. Name

This field is where you enter the product name. It is a required field as it identifies the product within the system. 

2. Type

This dropdown menu allows you to select the type of product you are adding. The options typically include:

  • Hardware
  • Software
  • Service
  • Labor
  • Bundle

Selecting the appropriate type is crucial for categorizing the product correctly and ensuring it is accurately represented in proposals and quotes.

3. UOM (Unit of Measure)

The Unit of Measure field lets you specify how the product is quantified, such as:

  • Each
  • Case
  • PerHour
  • PerMonth

This field helps in defining how the product is sold and billed, ensuring clarity in pricing and invoicing.

4. Product Images

This section allows you to upload images of the product. Visual representation is key for products, especially physical goods, as it helps potential clients better understand what they are purchasing. A clear image can significantly impact the sales process by providing visual assurance of the product’s appearance.

5. Description

The description field is where you provide a detailed explanation of the product. This should include key features, specifications, and any other relevant information that would help a customer understand the product’s value and use case. A well-written description can enhance the product’s appeal and help in addressing customer queries preemptively.

6. Category

This field allows you to specify the category under which the product falls. Categorizing products helps in organizing your inventory, making it easier to filter and find specific items when creating quotes or proposals. For example, categories could include "Networking Equipment," "Security Software," "Consulting Services," etc. This is a user-specific field.

7. Tax Category

The Tax Category dropdown menu is a required field where you select the applicable tax category for the product. This ensures that the correct tax rate is applied during the billing process. 

There are Two types of Tax Categories :

i. Taxable

ii. Non taxable

You can also add the tax category based on your requirements. Click on the "Add Tax Category" option and proceed to add a new one.

8. Manufacturer

In this field, you enter the name of the product's manufacturer. This is particularly important for hardware and branded software products, as it provides additional information to the customer about the product’s origin and helps in building trust and authenticity.

9. Mfg. Number (Manufacturer Part Number)

The Manufacturer Part Number field is where you enter the specific part number designated by the manufacturer. This unique identifier helps in precisely identifying the product, especially useful for technical equipment and components where multiple versions or specifications may exist.

10. Add 'Setup Fee' to Margin

This checkbox allows you to include any setup fees in the product's margin calculation. Enabling this ensures that the setup costs are factored into the overall profitability of the product. 

11. Add Plan

This section is where you can add various pricing plans for the product. Different pricing plans might include:

  • One-time purchase
  • Weekly
  • Annually
  • Monthly
  • Quarterly
  • Semi Annually

Having multiple pricing plans can cater to different customer needs and increase the flexibility of your offerings.

12. Pricing Plans Display

This area will display any pricing plans you have created for the product. It helps in keeping track of the available plans and ensures that all necessary pricing information is readily accessible and can be easily modified if needed.