> ## Documentation Index
> Fetch the complete documentation index at: https://zenskar.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# How to add a product

<Note>
  This is a task-oriented document covering the steps required to add a product. For the meaning and rationale behind these fields, see [product concepts](/docs/20260301/product-modules/products/concepts/products) and the [product reference](/docs/20260301/product-modules/products/reference/products). To alter a product after it has been created, including adding presets, marking a default, changing status, or deleting a product, see [product management](/docs/20260301/product-modules/products/how-to-guides/manage-products).
</Note>

## Add a product

Adding a product has three phases. All three are required before the product can be saved.

### Phase 1: define the product

1. From the product catalog, click **Add a product**.
2. Enter a **Name**.
3. Optionally, select a **Tax category**.
4. Optionally, click **Add description**.
5. Choose a **Product type**: point in time or period of time.
6. Choose a **Subtype**. See [type and subtype compatibility](/docs/20260301/product-modules/products/reference/products#type-and-subtype-compatibility).
7. Optionally, expand **Additional info** to set **Unit (singular)**, **Unit (plural)**, and **SKU**.
8. Click **Next**.

<Warning>
  Product type cannot be changed once a pricing preset is attached, and phase 2 attaches one immediately. Confirm the type before continuing.
</Warning>

### Phase 2: define a pricing preset

1. Choose a **Pricing model**: per unit, volume, or tiered.
2. Choose the **Currency**.
3. Enter the **price per unit** (or the relevant tier/volume pricing).
4. Choose the **Tax behavior**: tax-inclusive or tax-exclusive.

### Phase 3: define how usage is tracked

1. Decide whether **Usage is metered**. If checked, select a **Meter**.
2. If metered, choose a **Quantity strategy**: on demand or recurring. See [quantity source vs. quantity type](/docs/20260301/product-modules/products/reference/products#quantity-source-vs-quantity-type).
3. If recurring, choose **Partial period handling**: prorate or charge full.
4. Click **Save**.