Products, stock and reports

Product catalogue, price lists and price rules

Define a product once; its name, price, VAT rate and technical document are ready on every document. Customer-specific prices and quantity tiers are applied automatically while the quote is written.

  • Products, services and bundles
  • Customer-specific and tiered prices
  • Product name and description in three languages
Product list: SKU, name, category, unit, sales price and stock quantity.

Product and service record

The record holds the SKU, barcode, category, brand, unit, VAT rate, purchase price and sales price. Description and technical information are separate fields.

  • Category tree with subcategories, and brands
  • Units: piece, hour, day, kg, m, m², pack, set and others
  • Custom fields for your company
  • Copying a product
Product record: tabs for general details, prices, translations and files.

Bundles

Products that are sold together are defined as a bundle: for example four cameras, a recorder and an installation service. When the bundle is sold, stock is deducted from the components.

  • Components and their quantities
  • The stock movement is spread across the components

Price groups and price rules

Price groups such as dealer, project or retail work with a percentage difference or with a fixed price for a product. Price rules define a special price, a discount and a quantity tier for a customer or a product; a validity period can be given.

  • Assigning a price group to a customer
  • Prices by quantity tier
  • Promotional price with start and end date
  • Rules are applied automatically in the quote editor
Price rules list: customer, product, quantity tier, price or discount and validity dates.

Translations and product files

Product name, description and technical information are entered in Turkish, German and English; the document uses the translation in its own language. Files such as datasheets, manuals and certificates are added by language and can be attached to the quote email.

  • Name, description and technical information for each language
  • One list of all product files
  • The file that matches the document language is suggested in the email

Frequently asked questions

Can I import products from Excel?

Yes. The product list is imported from an Excel, CSV or ODS file; you choose the columns on the mapping screen.

Does it work with a barcode scanner?

The product record has a barcode field, which is used in search. There is no stock count or sales screen that works by scanning barcodes.

Which plan includes price rules?

Product records are included in every plan. Bundles, price groups and price rules are in plan L.

Try it with your own data

All modules are open for 14 days. No card details are requested and nothing needs to be installed.

14 days free, no card required