How to set up your product catalog

The Products module is your catalog of items: everything you manufacture, purchase, or sell. Almost every other module references products, so a clean catalog is the foundation of a healthy system.

What you can do

Create products with units of measure, packaging, and classification.
Mark items as sellable, purchasable, or both.
Track inventory for an item, or leave it untracked for services.
Attach images and documents that travel with the product everywhere.

Create a product

Open the Products & Data app from the Apps page, then Products in the left sidebar, and click New Product.
Fill in the required fields, marked with an asterisk.
Choose the unit of measure and, if relevant, the packaging.
Turn on Allow Sale if the item is sold, Allow Purchase if it is bought, and Track Inventory if its stock should be tracked.
Click Create Product. You are taken to the product's detail page.

Attachments are only uploaded after you submit the form. If saving fails, nothing is left behind in storage, and your input is preserved so you can try again.

Key fields

Field	Purpose
Product number	The unique code used across the system
Name	The human readable label shown in tables and selects
Unit of measure	How quantities of this item are counted
Track Inventory	Whether stock levels are maintained for this item
Allow Sale / Allow Purchase	Where the item is available in sales and purchasing

Find products elsewhere

Wherever another module needs an item, it uses the standard product selector, which is searchable, clearable, and loads more results as you scroll:

Search by product number or name, then select.

Permissions

Actions on products follow the standard permission model. For example, creating requires the products:create permission. If you lack a permission you will see the action disabled with a tooltip explaining what is needed, unless you are acting on a record you created yourself.