Products Menu - Managing Line Items

The Products Menu enables Admins to manage invoice and proposal line items within the interface.

This grid works just like the others, where you can add, sort, alphabetize columns; and you can double-click each line to edit.

This menu is found under Administration>Selectables/Profiles>Products.

To create a Product, select the + in the top right hand corner of the grid. 

Step 1: Add the Product Name and Description. 

Step 2: Use the Active toggle to make this product active. 

Step 3: Select the Type: Service or Good. 

• Service - intangible items
• Good - tangible items

Step 5: Select the Product Classification, which is the line item. 

Once you have completed the creation, select Save. 

To edit an existing Product, double-click on the row to open up that product and make changes.