You must have products, belonging to product categories in order to create an opportunity and to complete a sale. 

You can add the product your company sells into Upsales, along with product categories.

This article covers adding:

• Products
• Product categories

Related articles:

• Contribution margin
• Subscriptions overview
• Currencies
• Show only selected custom fields on order row
• Calculated fields

Adding Products to Upsales

To add your company’s products in the Upsales platform follow these steps:

1. Go to Settings.
   
   
   
2. Go to CRM → Products.
   
   
   
3. Optional: Click the Activate contribution margin toggle.
   
   Note: The contribution margin turns on the Purchase at cost tab. (See step 7 and 8 below.)
   
   
4. Click the New product button.
   
   
   
5. Enter the product fields:
   • Product name: The product name is used to populate opportunity orders.
   • Place under category: The Product category must be created first.
   • Roles: Restrict which roles can add this product to orders.
   • Product type: Select:
     • One-off: One-time purchase, which generates one invoice.
     • Subscription: Makes the Create subscription from this order button available when a deal is closed (moved to the Won stage). This allows you to create multiple invoices, that will be sent out at specific frequencies.
   • 
     
     
6. Enter the price fields:
   • Price: The amount that is charged per unit of the product. 
     Note: Your administrator can add currencies.
     
     
     
7. Optional: Click the Purchased at cost tab.
   Note: Only visible if the Activate contribution margin toggle is on. See step 3.
   
   Note: This is your company's cost to offer the product. It is used to determine the contribution margin.
   
   
8. Click the Save button.

Adding product categories

In order to add products to Upsales, you must first add product categories.

To add product categories in the Upsales platform follow these steps:

1. Go to Settings
   
2. Go to CRM → Categories.
   
   
   
3. Click the New product category button.
   
   
   
4. 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.
   • Optional: Show only the following fields on order row: This is used for calculating fields.
   • Optional: Use calculating field as order value
     
     
     
5. Click the Save button.

Removing product categories

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

To remove a product category in the Upsales platform follow these steps:

1. Go to Settings
   
2. Go to CRM → Categories.
3. Hover over the category to remove. 
   Note: There must be a 0 next to the title to indicate there are no products associated.
   
   
4. Click the trash button.
   
5. Click the Remove button.