Products & Services Catalogue

Your Product & Service Library

The Products section lets you define your offerings with standard pricing. These can be quickly added to quotes, orders, and invoices.

Adding a Product

1. Go to Products and click Add Product
2. Fill in the details:
   • Name – Product or service name
   • Description – What's included
   • SKU – Optional stock/reference code
   • Price – Standard selling price
   • Cost – Your cost (for margin calculations)
   • Tax Rate – Override the default tax rate if needed
   • Type – Product or Service
   • Category – For organisation
3. Click Save

Using Products

When adding line items to quotes, orders, or invoices, you can select from your product catalogue. The name, description, and price are pre-filled, saving you time and ensuring consistency.

Required Forms

Products can be linked to forms that must be completed when ordering. For example, a catering service might require a dietary requirements form.