Discover how to manage products in Upsales.

This article covers:

• Adding products
• Deleting products
• Adding product categories
• Removing product categories
• Changing product views

View Swedish tutorial

Adding products

1. Click Settings → CRM → Products:
   
   
    
2. Click the New product button:
   
   
    
3. Enter the product fields:
   • 1: Product name: For populating opportunity orders
   • 2: Place under category: The Product category must be created first
   • 3: Roles: Restrict which roles can add this product to orders
   • Product type: Select:
     • 4: One-off: One-time purchase, which generates one invoice
     • 5: Subscription: Makes the Create subscription from this order button available when a deal is closed (or moved to the Won stage)
       This allows you to create multiple invoices, that will be sent out at order intervals:
       
       
        
4. Enter the price fields. You can click on Unit price to add the amount and currency that's charged per unit of the product:
   
   
    
5. Then you can click the Cost tab. This is your company's cost to offer the product. It is used to determine the contribution margin:
   
   
    
6. Alternatively, you can click Tiered:
   
   
   
    
7. Enter the price for the first tier. Then add the tier range in the Start and End boxes:
   
   
    
8. Click Add tier row to repeat the process for as many tiers as you have
9. When you're finished, click Save 

Using multiple products? Group them quickly with Product Bundles

Deleting products

You can delete a product if it's not added to an order or subscription.

Click the trash icon in the product row to delete:

Adding product categories

To add products to Upsales, first add product categories

1. Click Settings → CRM → Products and click the New product category button:
   
   
    
2. Enter the product category fields, as necessary:
   • Product category name
   • Place under category (sub-category)
   • Optional: Roles: Restrict which roles can add products in this category
   • Any custom fields to show on the order
   • Any calculating fields as an order value
     
     
      
3. Click Save

Removing product categories

You can remove product categories if they have not been used:

1. Click Settings → CRM → Products, switch to List view and select the Product categories tab:
   
   
   
    
2. Hover over the category, click the trash button and click the Remove button:
   
   

Changing product views

You can switch between list and tree views with tabs to view products and product categories: