Product categories are useful if your company has a large number of products that need to be organized by grouping. Categories can be used to separate reports and invoicing totals by each group to show broader sales comparisons.
To set up a new category, navigate to Resources >> Product Categories and click the [+New Product Category] button.
**Product categories are not required to set up products.
To add or edit a product, navigate to Resources >> Products and click the [+New Product] button on the Product List table at left.
**If your organization will be using direct QuickBooks Online integration, click here for instructions on how to add products directly from QBO.
Click Update when finished.
NOTE: Products will not be available for ticketing until 1] pricing has been set up for each location (see below) and 2] the products have been added to an order.
Before you can add products to an order, they must have default pricing set up for the locations where those orders will be ticketed. Remember: the default pricing set up on the Products screen is not completely inflexible. The final place where product pricing can be edited is at the Order level. This means you can create order-level pricing by creating/editing an order and then editing the products on that order. Any pricing changes you make there will override any default pricing you set up under Resources >> Products.
For each Product, you may set up to 5 Price Levels, organized by Region & Location, which can then be assigned to specific Customers (if you don't assign a Customer a price level, the order setup screen will default their order products to Price Level 1). For instance, if you set Customer profile to Price Level 2, any products added to new orders made for that Customer will reflect the Level 2 price.
IMPORTANT: If you do not set up pricing for a product, the product will not be available to add to an order, and therefore cannot be ticketed on.
Using the Proposed Pricing tab alongside the Open Order Price Update button allows you to run a mass price update for products on Open Orders. See our Price Update Guide before using this feature.