Use this guide during the initial setup of the product catalog.
👉 This step is part of the Initial Setup Checklist and must be completed before services can be recorded.
The product catalog is the foundation for recording and billing services and products.
To correctly create products, several steps must be completed in the correct order.
Please complete the following steps in the given order.
Define the attributes required for products, such as:
Unit (e.g. piece, day, hour)
Billing type
Other relevant characteristics
👉 Product attributes define the structure of your products.
🔗 See guide:
Configure Product Attributes
Define product attributes to capture additional information and control product behavior within the catalog.
Create one or more catalogs to manage your products.
👉 Catalogs act as containers for products and categories.
🔗 See guide:
Configure Catalogs
Create and manage catalogs to organize your products in a structured way.
Organize your products into categories, such as:
Care services
Additional services
Gastro items
👉 Categories help structure and navigate the catalog.
🔗 See guide:
Configure Product Categories
Create product categories to organize your products (services and physical items) in a clear and structured
Define pricing for your products.
👉 Pricing is required for correct billing.
🔗 See guide:
Configure Price Lists
Create individual products and assign them to:
A category
A catalog
A price list
👉 Only after this step can services be recorded.
🔗 See guide:
Configure Products
The steps must be completed in the given order
Without full configuration, services cannot be recorded
Plan your catalog structure in advance
Use clear and consistent naming conventions
Start with essential products and expand gradually
Checklist: Initial Setup for Services & Billing Configuration
Set up the required configurations so that services can be recorded and billed correctly.
We're here to help. Please feel free to contact us.
