Products (R)

The Products page contains a list of all products created by you or your boarded merchants. You can search for an existing product in the table, add a new product, or access more information about a specific product. Products include items or services that you charge frequently or would like to notate in your invoices. New products become visible on this page once new invoices are made, or if your merchant adds a new product to the portal. You can also add products manually to the page.

Navigate to the Products page by clicking Products under Forms in the left hand navigation panel.

Partial view of the Products page, including the Products Table and the ADD PRODUCT button.

Products Features

Products Table

The Products table contains a list of all products sold through your merchants, and includes the following information in the default setting:

Products Table Column Name	Description

Products Table Column Name	Description
Name	The name of the product.
Price	The price per unit.
Code	The optional code assigned to the product.
Description	An optional description of the product.

Products Table Action

To access more information about a product listed in the table, click any information in the row of a specific product to open the Product Details page.

Add Product Button

To add a new product to the table, click the ADD PRODUCT button located in the top right hand corner of the page to open the Add Product lightbox. Enter the descriptive information, and click ADD to add the new product, or discard your changes and return to the previous page by clicking CANCEL.

Customize Your Products Table View

You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.

Expand the section below to view a complete list of the data that you can display on the Products table:

Product Data

ID
Date Created
Created by
Date Modified
Modified By
Name
Price
Code
Description
Commodity Code
Custom
Unit of Measure
Status

Related Pages

Click the links or items in the page to access any of the following pages: