Can I set a tax rate on a product?

No. A product has no tax field. Choose the tax on the quotation or invoice, and use Per-line tax rates for a line taxed differently.

If I change a product's price, do my old quotations change?

No. A line keeps the price it was given. The new list price fills lines you pick afterwards.

Can I give one customer a different price?

Yes. Type another Unit price on that line; the product keeps its List Price.

Do I need every product set up before my first quotation?

No. With Product Add, type a new name on a line and choose Create new product “…”; the product is created when you save.

Set up your products once

Copy for AI

If you type the same service, price and wording into every quotation, put it in your product list once. Picking it on a line then fills in the unit, the price and the description for you.

How to do it

Select Products in the sidebar, then New product.
Choose the Type, Goods or Service, and enter the Name and Unit.
Under Pricing, choose the Currency and enter the List Price.
Write the Description the customer will read; it is copied onto each line.
Select Create product.
On a quotation, select Add line and search for the product. Picking it fills in the Unit, Unit price and Description; enter the Qty.

A product has no tax of its own: the tax is set on the quotation, and Per-line tax rates gives one line a different rate. To load a whole price list at once, use Data import with an .xlsx or .csv file; each product needs a category that already exists.

Why it helps

A price typed once is the same on every quotation, whoever writes it, and a description written carefully once reads well on every PDF. A new product cannot take the name of an active product, so nobody picks the wrong one of two look-alikes. A product made from a quotation line, by choosing Create new product “…”, starts with the price you have just quoted a real customer.

Example

Lim & Co sets up two services: “Design consultation” with Unit HR and a List Price of SGD 150.00, and “Site measurement” at SGD 250.00. For Harbour Café, Mei Tan adds both on two lines and enters 8 hours of consultation:

8 × 150.00 = 1,200.00
1 × 250.00 = 250.00

The subtotal is SGD 1,450.00, GST 9% is SGD 130.50, and the quotation totals SGD 1,580.50. Nothing was typed but the quantity.

Common questions

Can I set a tax rate on a product? No. A product has no tax field. Choose the tax on the quotation or invoice, and use Per-line tax rates for a line taxed differently.
If I change a product’s price, do my old quotations change? No. A line keeps the price it was given. The new list price fills lines you pick afterwards.
Can I give one customer a different price? Yes. Type another Unit price on that line; the product keeps its List Price.
Do I need every product set up before my first quotation? No. With Product Add, type a new name on a line and choose Create new product “…”; the product is created when you save.