Product catalog

Create a product

1. Open Inventory → Products.
2. Click Create.
3. Enter code, name, type (physical or service), unit of measure, and pricing defaults.
4. Assign category / brand / type reference data as needed.
5. Save.

Deactivate a product

1. Open the product.
2. Choose Deactivate.
3. Confirm. It no longer appears for new Quotations or Purchase Orders; history remains.

Reference data

Authorized inventory writers maintain categories, brands, types, and units under Inventory → Settings. Reference data still in use cannot be deleted; the error reports the blocking usage. Failed saves retain your input so you can correct and retry.

Compatible parts

1. With the FSM add-on enabled, open a product → Compatible parts.
2. Link spare parts Technicians may need on Work Orders.
3. Save. Field Service and Inventory reservations can use these links.