A guide to creating products

When you create a product, you can choose between three different product types:

The product types have different functions and features.

A standard product means that the product is a one-time sale after a contract is signed and has no contract period. When you create a standard product, you must set a price for the product. The price is not fixed and can be changed when creating a quote. The standard price should serve as a guide to the cost of the product or service.

Below you can see what a standard product will look like when you add it to your shopping basket. Here you can change the price of the product and the quantity to be added to the offer.

💡Tips: Discount and price increase will not be visible on the product to the customer. This will only be visible by adding a dynamic field in the contract.

A time-limited product gives you the option to set a date when the product or service will be valid. A fixed-term product is paid once after a contract is signed, and the contract expires when the contract period is over. Before you create a fixed-term product, you need to select the price, the length of the contract period and the period type. You also choose whether the product price should be dynamic.

The price and period length that you select when creating a product will always be displayed by default when you add the product to a new sale. The price and period length are not fixed and can therefore be adjusted as needed for each sale.

Dynamic price:

If you mark the price as dynamic, this means that the price will change according to the contract period.

A recurring product gives you the option to set a date for when the product or service will be valid. A recurring product is ongoing and is paid by agreement.

When you add a recurring product to your basket, you will be given the option to select the billing interval.

You can choose between annual, half-yearly, quarterly, bi-monthly and monthly.

The price of the product is calculated dynamically based on contract length and period type.

The price and period length that you select when creating a product will always be displayed by default when you add the product to a new sale. The price and period length are not fixed and can therefore be adjusted as needed for each sale.

Below you can see an example of a product that we have called Annual subscription. This product is recurring, and we are therefore given the choice to select the payment frequency.

💡 Tip: Billing intervals to choose from on a recurring product are annual, half-yearly, quarterly, bi-monthly and monthly.

You can also set a default payment frequency for recurring products.

The prices you set for your products are not fixed, regardless of the product type you create. The price can therefore be adjusted as needed for each sale.

Note that the price must be set to a minimum of 1.00 in order for the price to be adjusted. If the price is set to 0, it will not be possible to adjust it when creating a sale.

Unit on price. If you want to change the unit of your product, this must be done under Unit name. When you change the unit name, you will see that the unit name under prices also changes. It is therefore not necessary to specify with words such as per, quantity, for, etc. before the unit name.

You can add several different currencies to your products. To do this, tap + Add currency, then select the currency you want to use.

In order to add a currency when creating a product, they must be added under Available currencies to choose from in/at checkout, which can be found under Sales settings.

To get to the Sales settings, tap [Settings], then Settings, under Sales. Scroll down to Payment. To add a new currency, tap + New currency, select the desired currency in the drop-down menu.

All the currencies registered here will be available when you create a product or sale.