Products - Product & Service Catalog
Manage your complete product and service offerings
Overview
Products is your catalog management solution following Microsoft Dynamics nomenclature. Maintain your product inventory, service offerings, and price lists for use across CRM quotes and billing invoices.
Key Concepts (Dynamics Nomenclature)
| Entity | Description |
|---|---|
| Product | Physical or digital item for sale |
| Service | Service offering (hourly, fixed, recurring) |
| Price List | Pricing tier with currency and validity dates |
Entity Relationships
Product/Service ──► Price List ──► Quote/Invoice Line Items
Features
Product Catalog
Manage your product inventory:
- Name - Product name
- Description - Product details
- SKU - Stock keeping unit code
- Category - Product classification
- Price - Base price
- Unit - Unit of measure
- Status - Active or Inactive
Product Categories
| Category | Description |
|---|---|
| Software | Software licenses and subscriptions |
| Hardware | Physical equipment and devices |
| Subscription | Recurring subscription products |
| Consulting | Consulting packages |
| Training | Training courses and materials |
| Support | Support packages and plans |
Services
Track your service offerings:
- Name - Service name
- Description - Service details
- Type - Billing type (hourly, fixed, recurring)
- Price - Service rate
- Unit - Billing unit (hour, project, month)
- Status - Active or Inactive
Service Types
| Type | Description |
|---|---|
| Hourly | Billed per hour worked |
| Fixed Price | One-time fixed amount |
| Recurring | Monthly/annual subscription |
Price Lists
Manage pricing across different contexts:
- Name - Price list name
- Description - Purpose or context
- Currency - USD, EUR, BRL, GBP, etc.
- Items - Number of products/services included
- Valid From - Start date
- Valid To - End date
- Default - Is this the default price list?
Summary Dashboard
Real-time catalog metrics:
| Metric | Description |
|---|---|
| Total Products | Number of products in catalog |
| Total Services | Number of services offered |
| Active Items | Currently active products and services |
| Price Lists | Number of configured price lists |
Navigation Tabs
| Tab | View |
|---|---|
| Catalog | Product grid/list view |
| Services | Service table |
| Price Lists | Price list management |
View Options
The catalog supports two view modes:
| View | Description |
|---|---|
| Grid | Visual card layout (default) |
| List | Compact table layout |
Toggle between views using the view buttons in the toolbar.
API Endpoints
| Endpoint | Method | Description |
|---|---|---|
/api/products/items | GET | List products with filters |
/api/products/items | POST | Create new product |
/api/products/items/:id | GET | Get product details |
/api/products/items/:id | PUT | Update product |
/api/products/items/:id | DELETE | Delete product |
/api/products/services | GET | List services |
/api/products/services | POST | Create new service |
/api/products/services/:id | GET | Get service details |
/api/products/pricelists | GET | List price lists |
/api/products/pricelists | POST | Create new price list |
/api/products/pricelists/:id | GET | Get price list details |
/api/products/pricelists/:id/items | GET | Get items in price list |
/api/products/search | GET | Search products and services |
/api/products/stats/* | GET | Get catalog statistics |
@ Mentions in Chat
Reference products directly in chat:
| Mention | Example |
|---|---|
@product: | @product:Enterprise License |
Hover over a mention to see product details. Click to navigate to the record.
Filtering Options
Catalog Filters
| Filter | Options |
|---|---|
| Category | All, Software, Hardware, Subscription, Consulting, Training, Support |
| Status | Active, All, Inactive |
Service Filters
| Filter | Options |
|---|---|
| Type | All Types, Hourly, Fixed Price, Recurring |
Price List Filters
| Filter | Options |
|---|---|
| Currency | All Currencies, USD, EUR, BRL, GBP |
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
N | New product (when in Products) |
Escape | Close modal |
/ | Focus search |
G | Toggle grid/list view |
Integration with Billing
Products integrate with the billing system:
- Quote Line Items - Add products/services to quotes
- Invoice Line Items - Products appear on invoices
- Price List Selection - Choose appropriate price list per quote/invoice
- Automatic Pricing - Prices pulled from selected price list
Best Practices
Catalog Management
- Use clear names - Make products easily identifiable
- Complete descriptions - Include all relevant details
- Assign SKUs - Use consistent SKU naming conventions
- Categorize properly - Assign appropriate categories
Pricing Strategy
- Multiple price lists - Create lists for different markets/customers
- Set validity dates - Use date ranges for promotional pricing
- Mark defaults - Designate default price list per currency
- Review regularly - Update pricing as needed
Service Offerings
- Define scope - Clear descriptions prevent misunderstandings
- Set appropriate units - Choose billing units that match delivery
- Track utilization - Monitor which services sell best
Multi-Currency Support
Price lists support multiple currencies:
| Currency | Code |
|---|---|
| US Dollar | USD |
| Euro | EUR |
| Brazilian Real | BRL |
| British Pound | GBP |
Create separate price lists for each currency you operate in.