Product Details
Understanding product information fields
Each product record contains information that defines your offering. Here's what each field means and how it's used.
Basic Information
| Field | Description | Used For |
|---|---|---|
| Product Number | Auto-generated sequential ID | Quick identification |
| Name | Product or service name | Display in lists, offers, orders |
| Type | Goods or Service | Categorization |
| Unit | Measurement unit | Calculating quantities and pricing |
| Description | Detailed product information | Customer-facing documentation |
Product Types Explained
Goods
Products classified as Goods are physical items:
- Can be stocked and inventoried
- May have associated article numbers
- Examples: replacement parts, materials, equipment
Services
Products classified as Services are work you perform:
- Typically measured in time units
- May have hourly or daily rates
- Examples: installation, repair, consultation
Article Information
Article Number
External product codes for integration with other systems:
| Code Type | Full Name | Usage |
|---|---|---|
| EAN | European Article Number | Retail products in Europe |
| GTIN | Global Trade Item Number | International product tracking |
| SKU | Stock Keeping Unit | Your internal inventory codes |
| ASIN | Amazon Standard ID | Amazon marketplace |
| UPC | Universal Product Code | North American retail |
| HS Code | Harmonized System | International customs/trade |
| FNSKU | Fulfillment Network SKU | Amazon fulfillment |
When to Use Article Numbers
- You have existing inventory systems
- Products come from suppliers with codes
- You need to track specific parts
- International shipping requires HS codes
Notes Field
The notes field stores internal information:
- Supplier contact details
- Storage requirements
- Handling instructions
- Purchase information
Note: Notes are for internal use and don't appear on customer documents.
Viewing Product Details
From the Product List
- Click on a product row
- The detail page opens
- Information is organized in cards:
- Product Information
- Article Details (if article number exists)
- Notes (if present)
Product Information Card
Shows:
- Product name
- Type badge (Goods or Service)
- Unit of measurement
- Description
Article Details Card
Appears when article information is present:
- Article number
- Article number type
Related Actions
From a product detail page, you can:
- Edit - Update product information
- Delete - Remove the product
Products in Offers and Orders
When you add a product to an offer or order:
- Product name and unit are copied
- You specify the quantity
- Pricing is set per line item
- Original product remains unchanged
This means:
- Changes to a product don't affect existing offers/orders
- Each offer/order has its own pricing
- Products serve as templates for line items