The product page contains the set of the general data fields, as well as the page tabs.
General information about the product.
| Photo | Image of the product. Click the |
| Name | Name of the product or service. |
button to add a new image by using the standard file selection window. We recommend uploading a square image (aspect ratio: 1:1). Click the 
button to remove the image.The [Product details] tab contains information about the type and price of the product.
| Product code | Identifier of the product. The product code is often used, for example, if two products have the same name. |
| Link | Link to resource related to the product, for example, the product page on the manufacturer's website or in the online shop catalog. |
| Owner | The employee who is responsible for this product. |
| Inactive | Checkbox indicates that the product cannot be offered to customers. For example, the product has been withdrawn from sale or is no longer delivered. Inactive products are not displayed on the product selection page. |
Segmentation
Here you can specify product segmentation parameters.
| Category | Product category, for example, “Hardware” or “Software”. |
| Type | Type of product. The list of types depends on the selected category. For example, products of the “Hardware” category can be of the following types: “Graphics cards”, “Motherboards”, etc. |
| Brand | Product brand. |
Base price
Base price according to which the product prices will be specified in the price lists.
| Price | Price of the good or service. The amount can be specified in any currency. For more on the currency conversion, see the “Working with currencies” article. |
| Tax | The tax rate that will be used by default with this product, for example, “VAT”. |
| Unit of measure | Base unit of measure of the product. When you save the record, the selected unit of measure is added to the [Units] detail with the [Base] checkbox selected. |
Units
The base unit of measure selected on the [Base price] detail is automatically specified here. If the product can be measured in multiple units of measure, specify them here. For example, a product can be sold both in pieces and packages.
| Product | Product for which the unit of measure is specified. This is a non-editable field. |
| Unit of measure | Product measuring unit. |
| Default unit | Select the checkbox if other units of measure should be based on the current one. If you select the checkbox for an additional unit of measure, it will automatically become the base one on the [Base price] detail. |
| Number of base units | The conversion factor used to calculate the current unit of measure in relation to the base one. For example, you can calculate how many pieces (the base unit of measure) are in the package (the additional one). |
The [Prices and availability] tab
The [Prices and availability] tab is used to manage the base logistics information about products.
Prices
Holds product primary price in the [Base price] field group, provided the “Base price list” system setting is populated. You can also specify product prices according to additional price lists.
| Product | Product for which the price is specified. This is a non-editable field. |
| Price list | Name of the price list according to which the price is specified. For example, “Partner”, “Distributor” or personal price list set for a specific account. The field is populated with the [Price lists] lookup values. When you change the price in the base price list, this information will be displayed on the [Base price] detail of the [Product details] tab. Use the “Base price list” system setting to specify the base price list. |
| Price | Product price according to the selected price list. |
| Currency | Currency in which the product price is specified. |
| Tax | The tax rate that will be used by default with this product, for example, “VAT”. |
Availability
This detail displays information about the number of products available at the warehouses. If products are stored in more than one warehouse, then the number of products in stock, reserved products, and products on hand will be displayed for each product. You can populate the detail manually. Also, if you set up an integration with a third-party system, the information from your external account may appear in the detail automatically.
| Warehouse | The warehouse where the product is stored. |
| Balance | Total quantity of the product stored in the warehouse. |
| Reserved | Reserved quantity of products. |
| Available | Product quantity that can be sold. The field is non-editable. Its value is calculated as the subtraction of the [Reserved] and [In stock] fields. |
The [Attachments and notes] tab is used to store additional information about the product, related files, and links to web resources.
Attachments
Use this detail to store files and links related to the product. For example, here you can add a link to the product overview.
Notes
This detail is designed for storing comments about the product. You can edit and organize notes and if you switch to another tab of the product page, the information on the [Notes] detail will be saved. For more information about working with attachments and notes please see this article.
Use the [Features] tab to store product features. For example, computer CPU speed or supported memory. You can search by product feature in the product catalog.
| Product | Product for which the feature is specified. This is a non-editable field. |
| Feature | Product feature. |
| Value | Value of the feature. The field is displayed on the page once you select a feature. The field type depends on the value type of the selected feature. For example, you can enter a digit for the decimal feature, and select or clear the checkbox for the boolean feature. |
You can select features already registered in the system or add new ones.
Features setup
To modify the list of product features, use the special setup page that opens by selecting the [Features setup] action of the [Features] tab. The setup page contains the list of all possible product features.
| Name | Feature name. |
| Value type | Feature data type, for example, “Drop-down list” or “Decimal”. If you select the “Drop-down list” data type, the [Values] detail appears on the page. You can add the needed list of feature values to it. Once the record is saved, the field becomes non-editable. |
| Description | Description of the feature. |
There are the following types of feature data:
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“Decimal”; “Integer” – numeric type. For example, the “CPU Speed, GHz” or “Number of cores” features.
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“Drop-down list” – data type for which you can select a value from the list. For example, the “Computer case color” feature for which the following list of values is specified: “Black” and “Silver.”
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“Boolean” – data type for which you can specify the “Yes” or “No” value. For example, “DVD”.
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“String” – data type for which you can manually enter a text value. For example, the “Additional information” detail.
Once you save the feature, it will be available on the [Features] detail of the product page.
See also
The [Feed] tab displays messages related to the product.
