Products

Why this matters

The Products module is the catalog of everything your business sells: physical items, services, subscriptions, licenses, bundles, support plans. When building a quote or invoice, instead of typing each line from scratch, you pick from the catalog and the data is copied: name, description, price, applicable tax.

A well-maintained catalog makes quotes consistent (every sales rep charges the same for the same product) and much faster to generate.

Create a product

1. Sidebar → Products → Create.
2. Fill in:
3. Name — short and recognizable.
4. Description — what it includes. Appears on the quote/invoice the customer sees.
5. Unit price and Currency.
6. Default tax — the one that typically applies.
7. Type — physical product, service, subscription, license, other.
8. Category — for grouping in reports.
9. Code or SKU — optional, useful for inventory.
10. Cost (optional) — to calculate margin.
11. Save.

Use a product in quotes/invoices

When adding a line item:

1. In the Product field, type part of the name and select from autocomplete.
2. ZaazCRM fills in description, unit price, and tax automatically.
3. Adjust quantity and, if needed, discount or special price for this customer.

You can mix catalog products with free-form lines in the same document.

Inventory (optional)

If your business tracks inventory in ZaazCRM:

• Current stock is tracked per product.
• On invoicing, ZaazCRM subtracts from stock automatically.
• Alerts when stock drops below configured minimum.

Not every business needs this — for services or digital products, just the catalog without inventory is enough.

Virtual and bundled products

• Virtual products (no physical inventory): services, licenses, subscriptions, support.
• Bundled products: one product including several others. On selling, ZaazCRM can decompose into its components.

Update prices

When you change a product's price in the catalog, old quotes and invoices are not updated. They keep the price from the moment they were generated — correct from a legal and audit standpoint.

New quotes and invoices from that point on use the updated price.

Deactivate a product

When you stop selling a product, don't delete it — deactivate it:

1. Open the product → Edit.
2. Set Active to No.
3. Save.

The product stops appearing in autocomplete when building new quotes, but stays visible on old ones where it appeared.

Watch out for

• Avoid duplicates. Before creating a new product, search. It's easy to end up with "Premium Support", "Soporte Premium", "Premium Plan Support" as three separate records.
• The product price is the list price, not the negotiated one. If you offer discounts, capture them as a discount on the line item, not by lowering the unit price. That way reports tell you how much discount you're giving away.
• Keep cost updated. If you'll calculate margin, product cost changes over time. Margin reports lie if cost is outdated.

Where to next

• Taxes — how taxes are calculated on line items.
• Line items — the shared structure of quotes and invoices.