Build your catalog of products and services

What you'll achieve

Get your company's catalog of products and services ready, with price, tax and currency, to use later in your quotes.

Before you start

Only administrators see the buttons New product y Edit. The sales team can see the catalog but not change it.
Have at hand, for each product or service: name, internal code (SKU), unit price, tax percentage and currency (Colombian peso or dollar).
The products in a quote must have the same currency as the opportunity you'll link it to. If you sell in COP and USD, create one product per currency.

Steps

In the side menu open Sales CRM and click Products and quotes.
Scroll down to the section Catalog. If there's nothing yet, you'll see the message “Add products or services to create quotes.”
Click New product, at the top right. Screenshot: Products and quotes screen with the New product button
In Name type how you want your customer to see it (up to 160 characters).
In Code (SKU) type an internal code (required, up to 80 characters).
If you like, fill in Description.
In Currency choose Colombian peso (COP) o US dollar (USD).
In Unit price type the value with a decimal point and no thousands separators. Examples: 1500000 or 1500000.50 (maximum two decimals).
In Tax (%) type a number between 0 and 100. Type 0 if it doesn't apply.
Leave the box checked Active so the product can be used in quotes.
Click Save. Screenshot: Product or service form
Repeat from step 3 for each product or service.
To correct a product, click Edit on its card, change what you need and press Save.
To stop offering a product, click Edit, uncheck Active and press Save. This screen has no button to delete products.

Expected result

Each product appears as a card in the section Catalog, with its name, code and price. Active products can now be chosen when creating a quote.

Common issues

I don't see the New product or Edit button.

Your user isn't an administrator. Ask an administrator at your company to create or change the products.

The message “Couldn't save or load. Check products, currency, opportunity and quantities.” appears.

Check that the price uses a period (not a comma) and has no thousands separators, that the tax is between 0 and 100 and that Name, Code (SKU) and Currency are filled in.

My product doesn't appear when creating a quote.

Check that it's marked as Active and that its currency matches the opportunity's.

I changed a price and an already published quote still shows the old value.

That's expected: prices are locked when the quote is created, and once published it doesn't change.

The New quote button is disabled.

You need at least one product and one opportunity in the CRM.

When to contact support

Write to us if the product won't save even though the details are correct, or if you see products you didn't create. Send us: your company name, the email you sign in with, the product name and code, the exact text of the error message and a screenshot.