Products
A unified sellable catalog — SKUs, pricing, and units of measure — that quotes, orders, and invoices draw their line items from.
The problem it solves
Sales teams at manufacturers often re-key the same product name, price, and unit of measure into every quote by hand, from memory or an out-of-date price sheet — so the same SKU ends up priced three different ways across three different documents in the same week.
How it works
- 1Maintain one catalog of sellable products, each with its own SKU, price, currency, and unit of measure.
- 2Organize products by category and mark discontinued items inactive without deleting their history.
- 3Pull a product straight into a quote, order, or invoice line item — its current name and price populate automatically, while past documents keep the price they were built with.
Who it’s for
Sales operations and commercial teams maintaining a product catalog for order-taking.
Does changing a product's price here update quotes we already sent?
No — a quote, order, or invoice line item snapshots the price at the moment it was added. Changing the catalog price only affects new line items going forward, so past documents stay accurate to what was actually offered.