Products and product registry

Creating a product registry in PSA simplifies invoicing, as each product or service does not need to be manually written on the invoice lines. Products can be directly added to quotes, scheduled invoices, and invoices with unit prices, improving project cost and profitability management. Product reports allow tracking the sales of services and materials. Products can be grouped into categories and subcategories, managed by the admin through product settings.

Permissions: Products
PSA-plans: Free, Growth, Business, Enterprise, Enterprise+

Product Registry and Product Card

The product registry and product card display the following information about products. Fields can be hidden from the list view if they are not needed.

If you have the Enterprise+ multicompany installation, please note that product registries are company-specific. 

Field Descriptions:

• Code: A product code that can contain letters and numbers.
• Name: The product name.
• VAT %: Value-added tax percentage.
• Product Group: Product groups can be created in product settings. 
• Supplier: The company supplying the product.
• In Stock: The number of products in stock, which decreases when the product is added to invoices. Stock amounts can be manually increased. 
• Free balance: The number of available products, which decreases when the product is added to quotes.
• Unit Cost: The cost of a single product.
• Selling Price: The sales price of a single product that is invoiced to the customer.
• Inventory Cost Value: Unit cost x number of products in stock.
• Inventory Sales Value: Selling price x number of products in stock.
• Discount %: Discount percentage.
• Unit: The product’s unit, e.g., h, pcs, options defined in product settings. 
• Comment: Product comment or description.
• Catalog: Catalogs or price lists the product is linked to. 

Other fields may appear depending on the financial integration in use, such as sales account, integration ID, and dimension. 

The product card also shows the product’s invoicing history, activity log, and attachments. 

Add a Product

Note: You can also import an existing product list into the system using the product import tool in settings.

Adding a single product: 

1. Go to More > Products.
2. Click Add Product or the + icon in the list.
3. Update the product information.
4. Save by clicking the green icon at the beginning of the row.

Edit a Product

Note: You can also update multiple products in bulk using the product import tool.

Editing a single product: 

1. Go to More > Products.
2. Click the product row information and edit directly in the product field.

You can edit stock amounts using the functions Update (enter the amount to add) or Replace (enter the new total amount). 

Delete a Product

You can delete unnecessary products from the product list.

1. Go to More > Products.
2. Click the three dots in front of the row > Delete or select multiple products at once and click Delete from the top menu.