Introduction to Products

Products represent the items or services that a business offers to its customers. The Products module stores a detailed catalog of all items the business sells, ensuring that pricing, categorization, billing models, and other attributes remain consistent across sales, billing, and operational teams. This article offers a brief guide to understanding the module, how to access it, and the actions you can perform within it.

Accessing products

You can access the products module in BoldSales using multiple ways:

1. Click Products from the left sidebar menu.
2. Use the keyboard shortcut G + P.

Once the listing page opens, you can perform the following actions based on your permissions.

1. Create and edit products
2. Filter and sort products
3. Switch between default and custom views
4. Customize columns to adjust what data is displayed
5. Perform bulk actions on multiple product records

You can open a product record directly without navigating through the lists:

1. Click this icon in the left sidebar menu, or press / on your keyboard.
2. In the search dialog, open the dropdown and select Products.
   Note: Selecting this icon from the Products page will have Products chosen by default.
3. Search for and select the product.

This opens the product’s details page, where you can view and manage all its information.

Primary product information

When creating a product, the create form helps to capture the key product information. The following are the mandatory fields for creating a product.

• Name - The name of the product.
• Selling type - Determines how the product is billed, whether sold once as a Standalone item or offered through a Subscription model billed on a recurring basis.

To add more fields to the create form, click Customize fields at the top right of the form.

For more details, refer to Customizing product fields