Products

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Documentation > Products

Products can easily be added to a Quote, Job or Invoice. If there is an item you are billing for regularly then add it to Settings > Products to save some time.

There is basic inventory management within Products. Details in this blog post:  http://ultimateclientmanager.com/2016/05/15/basic-inventory-management/

Products can exist within a category, which makes grouping lots of products easy.

Products can be imported  via CSV file from an existing system. See the import button on Settings > Products.

The “Product” dropdown should appear as you start typing a product name on a Quote, Job or Invoice. It will autocomplete from the popular products. Alternatively just click the little “down arrow” to view a fill list of available products (grouped by category).