Products and Price Books
ISO Mate’s product catalog and price book system lets you define what you sell, set pricing for different markets or customer segments, and attach products to deals as line items with automatic value calculation.
Creating a Product
- Navigate to Sales > Products and click Add.
- Enter the product name, SKU (stock keeping unit), and a description.
- Set the unit price and currency.
- Toggle the Active switch. Only active products can be added to deals.
- Click Create to save.
Editing and Deactivating Products
Open any product from the list to edit its details. If a product is discontinued or temporarily unavailable, toggle it to inactive rather than deleting it. Inactive products remain in the catalog for historical reference but cannot be added to new deals.
Searching and Filtering Products
Use the search bar on the Products list page to find products by name or SKU. Sort by name, price, or creation date. Export the product list to CSV or PDF for inventory reviews or stakeholder reporting.
Creating a Price Book
- Navigate to Sales > Price Books and click Add.
- Enter a name (e.g., “Partner Pricing”, “Enterprise Tier”) and an optional description.
- Optionally mark it as the default price book for your account.
- Click Create to save.
Adding Products to a Price Book
- Open a price book and navigate to the products section.
- Click Add Product and select a product from your catalog.
- Set the custom unit price and currency for this price book. This overrides the product’s default price when the price book is used.
- Repeat for each product you want to include.
You can update or remove products from a price book at any time. Changes apply to future deals only and do not affect existing deal line items.
Using Products in Deals
- Open a deal and scroll to the Products section.
- Click Add Product and select a product from the catalog.
- Enter the quantity, unit price, and an optional discount percentage.
- The line item total is calculated automatically: quantity x unit price x (1 – discount / 100).
- The deal value recalculates as the sum of all product line item totals.
If the deal is associated with a price book, the unit price defaults to the price book’s value for that product. You can override it per line item.
Editing and Removing Deal Products
From the deal detail page, click the edit icon on any product line item to adjust quantity, price, or discount. Click the delete icon to remove a product. The deal value updates automatically after each change.
Exporting Products
Export your product catalog to CSV or PDF from the Products list page. Exports include name, SKU, description, unit price, currency, and active status. Current search and filter criteria are applied to the export.
Permissions
Product and price book management is controlled through the Products permission category. Permissions include product.view, product.create, product.update, and product.delete. Configure these in the role management interface under the Sales group.