This is a task-oriented guide covering the steps to alter a product after it’s been created. This page assumes a product already exists. For creation steps, see how to add a product. For the reasoning behind these fields, see products: concepts.
Edit a product
- Go to Contracts → Products and open the product.
- Update its name, description, SKU, tax code, or custom attributes as needed.
- Save your changes.
Editing a product doesn’t touch contracts that already use it. Those contracts keep working, but Zenskar flags them as needing a refresh so you can review whether the change should carry through.
Add another price to a product
- Open the product and go to its pricing.
- Add a new pricing model alongside any it already has.
- Choose which price applies when you add the product to a phase.
Add or edit a feature
- Open the product’s pricing.
- Add a new feature, or open an existing one to change its values.
- Save.
Manage a bundle’s member products
- Open the bundle.
- Add or remove member products, and set whether each one reuses an existing price or uses one that only applies inside this bundle.
You can’t remove a product from your catalog while it’s still a member of a bundle. Remove it from the bundle first.
Deactivate a product
- Open the product.
- Set its status to inactive.
Delete a product
- Remove the product from every contract, plan, and bundle that references it.
- Delete the product.
Delete a pricing model
- Open the product and go to its pricing.
- Delete the pricing model you no longer need.