Products

The Products folder covers everything you need to manage your catalog, from creating new products to handling inventory management. This section walks you through setting up products, organizing your inventory, and keeping everything up to date.

Frequently Asked Questions #

What can I do in the Products folder? #

You can create new products, edit existing ones, organize your catalog, and manage inventory levels all from a single location.

How do I create a new product? #

Open the Products folder and choose the option to add a new product, then enter the product details such as name, price, and description.

Does the Products folder support inventory management? #

Yes. Inventory management is built into the Products folder, allowing you to track stock levels and update quantities as needed.

Can I edit a product after it has been created? #

Yes. You can return to any product at any time to update its details, pricing, or inventory.

Where do products I create appear? #

Products you create become available for use across the relevant areas of the CRM, such as invoices, documents, and order forms.

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Updated on May 26, 2026