Sales

Products

Maintain a reusable product catalog with pricing, media, inventory, and quote or invoice line items.

Products

Products are reusable catalog items for sales and billing. Use them to keep names, descriptive catalog data, prices, tax defaults, media, files, public API data, source metadata, and inventory behavior in one place.

Create and manage products

  • Open Products to browse the catalog, search by product data, and switch table views.
  • Product lists, search results, and detail views only include records your role can read. Creating and duplicating require products:create; editing and archiving require products:update. Conditional record rules are evaluated against the product data for the action.
  • Store the name, public slug, code, subtitle, description, categories, designer, producer, country, year, period, style, materials, condition, dimensions, notes, and status.
  • Pricing fields include unit, sales-unit label and quantity, unit price, currency, default tax rate, tax category, revenue account, cost price, and whether the price includes tax.
  • New products default to published unless another status is selected. Only published products appear in quote and invoice product pickers.
  • The public slug is generated from the entered slug, code, or name and is kept unique inside the workspace.
  • Imported catalog records can keep source system data such as source URL, last modified timestamp, source availability text, and source price text for traceability.
  • Product changes appear in workspace activity: manual creates, updates, duplicates, archives, and inventory movements are logged, and catalog imports log creates, updates, or archives when imported data changes.
  • Product records can store a thumbnail image and preview video.
  • The product detail page supports ordered media entries for images, videos, and attachments, each with optional title and alt text.
  • Add external product links for product pages, documentation, videos, or other references.
  • The Files tab opens the product's own folder so supporting documents stay attached to the product.

Inventory

  • Turn on Track inventory to maintain stock on hand, low-stock threshold, and backorder behavior.
  • Use Record Movement for manual stock-in, stock-out, and balance adjustment entries.
  • Mark a product as Unique product when only one unit can be sold or held. Unique products cannot have stock quantities, low-stock thresholds, or quote/invoice quantities greater than 1.
  • If backorders are not allowed, movements that would make stock negative are blocked.

Use products in quotes and invoices

  • Quote and invoice positions can use Product as their catalog source.
  • Selecting a published product pre-fills the position title, description, unit, unit price, and default tax rate while keeping a source snapshot for traceability. Invoice positions can also inherit the product's revenue account.
  • Product usage counts update when quote or invoice positions are created, changed, duplicated, or deleted.
  • For tracked products, invoices create sale inventory movements when they first move into sent, paid, or overdue. Cancelling a finalized invoice creates return movements for the related product positions.

Public API

  • API keys can expose products as a native collection endpoint when the API feature is enabled.
  • Product API fields include catalog, dimension, pricing, inventory, and source metadata, plus optional thumbnail, ordered images, ordered videos, and product links, depending on the key's readable field grants.
  • Product resource reads default to status = published unless the API key uses an explicit filter.