Products

This walkthrough creates a new product in your catalog, prices it, and adds a discount, so you can see the whole flow from an empty catalog to a priced, ready-to-use product.

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Before you start

Decide what you’re selling and whether it’s a standalone product or a bundle of several products sold together. You can always create the bundled products first and combine them later, but it’s worth having a rough shape in mind before you start.

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Step 1: Start a new product

1. Go to Contracts → Products and click to add a new product.
2. Give it a name. This is what shows up on invoices and reports, so make it something your customers will recognize.
3. Optionally, add a description and an SKU if you sync your catalog with an ERP or inventory system.

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Step 2: Choose standalone or bundle

Leave the product type as standalone unless you’re specifically grouping several products together. If you are building a bundle, you’ll be prompted to add its member products next, each of which can either reuse an existing price or get one that only applies inside this bundle.

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Step 3: Set the tax code

Add a tax code so Zenskar knows how to tax this product, whether that’s resolved through Avalara or a rate you manage yourself.

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Step 4: Save the product

Save your product. At this point, it exists in your catalog but has no price yet. That’s the next step.

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Step 5: Add a price

1. Open the product you just created.
2. Add a pricing model. For a straightforward product, per-unit or flat fee pricing is a natural starting point.
3. Fill in the rate for that pricing model.

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Step 6: Add a discount

While you’re on the pricing screen, add a discount feature, for example a 10% percent discount, so you can see how a feature attaches to a price rather than existing as its own catalog item.

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Step 7: Use the product on a contract

Your product is now ready. Add it to a phase on a contract or plan, and the pricing and discount you just configured will apply automatically.

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What’s next

• To understand how products, phases, and features fit together, see products: concepts.
• To see every feature type available beyond the discount you just added, see features: concepts.
• To manage a product after it’s created, including editing, bundling, and deleting it, see how to manage products.