Discover how to manage products and product categories in Upsales.

This article covers:

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

View Swedish tutorial

Some of the fields below only appear if your account includes the feature they belong to.

Adding products

1. Click Settings → CRM → Products:
   
   
   
2. Click + Product. In the list view, select the Products tab and click + Add:
   
   
   
3. Enter the product fields:
   • Product name (required): The name shown when you add the product to an opportunity or order. Up to 255 characters.
   • Place under category: The product category the product belongs to. Create the category first.
   • Roles: Restrict which roles can add this product to orders.
   • Product type:
     • One-off: A one-time purchase.
     • Subscription: When a deal with this product is won, you can click Create subscription from this order to turn it into a subscription.
   • Order interval: Shown for subscription products when your sales model uses recurring revenue. It sets the period the product's price covers, see product order interval:
     
     
     
   • Description: Shown when the product Description field is active. Up to 1,024 characters.
   • This product is active: Switch off to make the product inactive.
   • Custom fields on products: The custom fields you have created for products, shown below the other fields.
4. Under Pricing, keep Per unit selected and enter the Price per unit in your main currency (required). If you use several currencies, enter the price in each of them:
   
   
   
5. If your sales model uses contribution margin, click Cost and enter your company's cost for the product. Upsales uses it to calculate the contribution margin:
   
   
   
6. If you use price lists, select a Price list under Pricing and enter the product's prices for that list. With the CPQ add-on you can also set a Max discount (%) for the product.
7. To price by quantity instead, click Tiered under Pricing. Tiered pricing is not available for products in a category that uses a calculating field as order value:
   
   
   
   
8. Choose Unit price (the price per unit depends on the quantity) or Total price (a fixed price for any quantity within the tier). Then enter the tier range in Start and End, and the price for the tier. Leave End empty on the last tier to have no upper limit:
   
   
   
9. Click Add tier row for each further tier.
10. 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, then click Remove:

Adding product categories

Product categories group your products. A category can be placed under another category as a sub-category.

1. Click Settings → CRM → Products and click + Category. In the list view, select the Product categories tab and click + Add:
   
   
   
2. Enter the product category fields:
   • Product category name (required): Each category needs a unique name.
   • Place under category: Select a parent category to make this a sub-category.
   • Roles: Restrict which roles can add products in this category.
   • Show only the following fields on order row: Select which order row custom fields to show for products in this category.
   • Use calculating field as order value: Select an order row calculating field to use as the order value. This can't be set on a category that contains tiered products.
     
     
     
3. Click Save.

Removing product categories

You can remove a product category when it has no products or sub-categories. Move them to another category first.

1. Click Settings → CRM → Products. In the tree view, categories are shown as folders. In the list view, select the Product categories tab:
   
   
   
   
2. Hover over the category, click the trash icon and click Remove:
   
   

Changing product views

The products page has two views:

• Tree view (default): Products are grouped in their categories, shown as folders.
• List view: Products and categories are shown on two tabs, Products and Product categories.

Click the list icon next to the buttons to switch to the list view, and the tree icon to switch back. Upsales remembers your choice in this browser: