Understanding System Product Fields
System product fields are predefined fields that capture essential details about each product record. These fields are built into the application to support core functionalities such as record creation, pricing, and billing.
Note for non-admin users: If you don’t have access to view Manage CPQ features for Products, contact your BoldSales administrator to request the required permission.
Note for administrators: For managing permissions, refer to Managing User Permissions (Permission Set)
Accessing system product fields
- Go to Setup > Configure, Price, Quote (CPQ) > Products from the left sidebar.
- Alternatively, use the search bar in Setup, type Products and click to select.
System product fields
Below are the available system product fields.
Name
The name of the product.
Description
Provides additional details or context about the product.
Category
Provides the category of the product. The default options are Hardware and Software, and you can modify them or add more categories as needed.
Product code
A unique identifier for the product, useful for inventory.
List price
The selling price of the product.
Owner
Identifies the user responsible for managing the product record.
Is active
Indicates whether the product is active in the system. If not checked, the product becomes inactive and will not appear in selection lists for new transactions or quotes.
Selling type
Defines how the product is sold. The default options are Standalone and Subscription, and these system-defined values cannot be modified.
Subscription type
Defines the nature of the subscription for the product. The default options are Term based and Evergreen, and these system-defined values cannot be modified.
Charge type
Defines how the product is charged. The default options are Recurring and One time, and these system-defined values cannot be modified.
Billing frequency
Defines how often the customer is billed for the product. The default options are Monthly, Quarterly, Half yearly, and Yearly, and these system-defined values cannot be modified.
Term
Defines the subscription period in months. Applicable only for term-based products.
Tax
Specifies the tax applied to the product for pricing and billing. You can create predefined line-item and one-time taxes in the Tax Library from the product fields listing page. While creating a product, you can select the required tax from this predefined list.
Though system fields cannot be deleted or have their field type changed, you can modify aspects such as visibility, mandatory status, dynamic behavior, and field order. For more details, see Customizing product fields.
