Products
The catalog of what you sell — codes, list prices, billing types and SKUs.
Products
A product is anything you sell — software, hardware, services, subscriptions, support packages. The product catalog feeds into quotes and opportunities: when sales builds a quote, they pick products from this catalog rather than typing names manually.
What a product record stores
The detail screen has 3 sections:
| Section | Fields |
|---|---|
| Product Information | Product code (auto), name, description, category, family |
| Pricing & Billing | List price, cost, SKU, billing type, unit of measure, tax rate, taxable flag |
| Resources | Product image, datasheet, product manager |
Categories and families
Categorise products two ways:
Category — how the product is delivered:
- Software (default) — installed or downloaded software
- Hardware — physical equipment
- Service — consulting, training, professional services
- Subscription — recurring access
- Support — paid support tiers
Family — how the product fits in your portfolio:
- Enterprise Solutions
- SMB Solutions
- Professional Services
- Cloud Services
Categories and families let you slice reports by product mix — "how much SMB-tier subscription revenue did we book this quarter?"
Billing types
| Billing type | Use for |
|---|---|
| One-Time (default) | Perpetual licenses, one-off purchases |
| Monthly | Monthly subscriptions |
| Quarterly | Quarterly subscriptions |
| Annual | Annual subscriptions |
| Usage | Consumption-based (per API call, per GB, etc.) |
The billing type drives how the quote calculates totals (one-time fee vs. recurring) and feeds into revenue recognition reporting.
Units of measure
Specify how the product is sold:
- Each (default) — one unit per quantity
- License — per software license
- Seat — per named user
- Hour — for services
- Day — for services
- Month — for time-bounded subscriptions
Pricing fields
| Field | Purpose |
|---|---|
| List Price | Standard published price — what shows up on a quote by default |
| Cost | Your cost — used for margin calculation |
| Default Tax Rate % | Auto-applied to quote line items |
| Taxable | If unchecked, no tax is added (zero-rated products) |
The system warns you if Cost is greater than List Price (which would be a losing sale).
Inventory tracking
For physical products:
- Quantity on Hand — current inventory.
- Reorder Point — when to reorder.
These fields are optional — leave them empty for non-inventory items (software, services).
The product image and datasheet
Two attachment fields let you upload:
- Product Image — shown on quote line items and product list views.
- Datasheet — typically a PDF; surfaced to the Sales Copilot for AI-drafted emails and proposals.
The Product Information knowledge base reads these datasheets, so accurate, up-to-date docs make the Copilot smarter.
Built-in rules
- List price must be greater than zero — you can't sell a free product (use a $0.01 list price with a 100% discount if you really need to).
- Cost cannot exceed list price — warning only, doesn't block save.
- Unit price on opportunity / quote line items must be zero or positive — basic validation.
Sharing — products are public by default
The product catalog is public read-only for the whole organisation. Sales reps can see and use any product; only marketing/product managers can edit.
Standard list views
- Active Products —
is_active = true. - By Category — grouped.
- By Family — grouped.
- Subscriptions —
category = subscription OR billing_type IN [monthly, quarterly, annual]. - Low Stock —
quantity_on_hand < reorder_point(for inventory products).
Tips for product managers
- ✅ Keep the datasheet up to date — the Sales Copilot uses it to draft customer-facing content.
- ✅ Use the Product Image — it dramatically improves the look of customer-facing quotes.
- ✅ Mark old products as inactive, don't delete them — past quotes and contracts still reference them.
Tips for sales reps
- ✅ Use products from the catalog rather than typing line items by hand — pricing and tax are auto-filled.
- ✅ Check the datasheet before proposing — it usually has the exact spec sheet you need for the proposal.
Tips for admins
- The category, family, billing type and unit-of-measure picklists can be extended. See Customization › Extending Objects.
- A product can be linked to multiple opportunities and quotes — deactivation doesn't break historical records.