Product features – what they do and how they help your business
This guide describes each product-related feature in simple language. No technical knowledge required.
Products and services
Single Catalogue with Names, Categories, and Pricing
- Create one record per product or service with name, description, unit, price, and tax treatment
- Pick from catalogue when adding line items to proposals, orders, or invoices
- Same product always appears with the same name and price across all documents
- Reduces errors and keeps your sales and finance teams aligned
- Organize products into categories for filtering and reporting
- Choose whether to update existing documents when prices change
- Single source of truth for your catalogue so proposals, orders, invoices, and reports all use the same SKUs
Why it matters
Products and services become the single source of truth for your catalogue so that proposals, orders, invoices, and reports all use the same SKUs or service lines and the same pricing. Having a single catalogue makes it easier to onboard new staff, introduce new products, and keep your offering consistent across channels.
Product categories
Group SKUs or Service Lines for Reporting
- Create categories (for example Hardware, Software, Consulting, or Maintenance)
- Assign each product or service to one or more categories
- Filter and summarize by category instead of scrolling through a long flat list
- See which lines are selling, which are slow, and how volume and revenue break down by type
- Use categories in reports such as sales by product category
- Answer questions like "how much did we sell in Software this quarter?" or "which category drives the most revenue?"
- Set up pricing rules, discounts, or tax treatment by type if different categories have different rules
Why it matters
Product categories turn a long list of SKUs or services into a structured view that supports better decisions and clearer reporting. Having a clear category structure supports planning (which lines to push), operations (which lines need stock or capacity), and finance (revenue and cost by line).
Reports
See Volume and Revenue by Product and Category
- Sales by product shows revenue and quantity sold per SKU or service
- Identify best sellers, slow movers, and trends over time
- Sales by product category shows volume and revenue for each category
- See which types of products or services drive the most volume and revenue
- Filter by date range, category, or product and export for presentations or planning
- Answer questions like "which products grew this quarter?" or "how does category A compare to category B?"
- Focus on the right lines, adjust stock or capacity, and set targets based on data
Why it matters
Reports by product and by product category turn your sales data into a clear view of what you sell and how it performs so you can run your product business with data, not guesswork. They become the evidence you need for product reviews, range decisions, and margin analysis.
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Projects and tasks
Track Delivery and Capacity for Product-Based Projects
- Create a project for a customer delivery, a launch, or an internal initiative
- Break projects down into tasks with assignees and due dates
- See progress at a glance, spot bottlenecks, and plan capacity
- Link tasks to products or services if the project is about delivering specific lines
- Have one place that says "this project is for product X" or "this task is delivering service Y"
- Balance workload across the team, see what is overdue, and report on time or effort by product or category
- Use for custom builds, implementations, or support packages so delivery and product stay connected
Why it matters
Projects and tasks become the place where product meets execution: you see what was sold, what is being delivered, and whether you have the capacity to take on more. When you run product-based projects, having projects and tasks in one system means delivery and product stay connected.
Chart of accounts and account ledger
Trace Cost and Revenue by Account or Category
- Chart of accounts is the list of accounts for booking revenue, cost, assets, and liabilities
- Structure accounts so product-related revenue and cost can be tagged or reported by product or category
- Account ledger shows transaction-level view: every sale, purchase, or adjustment recorded against an account
- Filter the ledger by account or by tags you use for product and category
- Answer "what cost went through this account?" or "what revenue did we book for this product?"
- Support auditing, reconciliation, and accurate P&L and EBITDA by product
- Product-level reports built on correct data from the same ledger
Why it matters
Chart of accounts and account ledger become the foundation for tracing cost and revenue by product or category so that your product profitability view is accurate and auditable. When you run P&L or EBITDA by product, the numbers come from the same ledger so finance and product teams use one source of truth.
Orders
Link Customer Orders to Products for Fulfilment and Revenue Recognition
- Record orders with line items from your product catalogue
- Each order shows exactly which products or services were sold, in what quantity, and at what price
- Support fulfilment (what to deliver or schedule), invoicing (what to bill), and revenue recognition (when to book the sale)
- Track order status—for example confirmed, in progress, or fulfilled
- Sales-by-product and sales-by-category reports are fed by real orders
- Orders are the source of truth for what was sold and what is in the pipeline
- Link between your product catalogue and the real world: what you sell, what was ordered, and what has been delivered and billed
Why it matters
Orders become the link between your product catalogue and the real world: what you sell, what was ordered, and what has been delivered and billed. Having orders linked to products in one system means fulfilment, invoicing, and product reports all use the same data so nothing is missed or double-counted.
Supercharge your product operations.
Manage your product catalogue, track sales, and link everything together.