1. Click On "Products / Services"
2. Here We Can See The List Of Products And Services That We Will Later Use In Our Proposals
3. Here We Can Filter By Type To See Only Services Or Products
4. Here We Can Filter By Type, Category, And Taxable Options To Easily Find Specific Products Or Services
5. Here We Can Filter By Taxable To See If The Product Or Service Is Taxable Or Not
6. Click On Categories To See The Categories We Have
7. Click On "Add New Category" To Create A New One
8. Enter The Category Name And Add The Unit Of Measure To Define How It Will Be Calculated (For Example: Square Foot, Hour, Etc.), Then Click Save
9. Click On "Products" To Go Back To The List Of Products And Services
10. Click On Add "New Product / Service"
11. When Ypu Clicking On Assign Category
12. After Clicking, You Will See The Available Categories That Were Previously Created
These Are Used To Better Organize Products Or Services
13. Here You Can Choose The Type, Whether It Is A Product Or A Service
14. Here You Must Set The Name And Description For The Product Or Service
15. Click on Select a unit of measure...
16. Click "Add Price" To Begin Defining The Value Of Your Product Or Service.
17. A Window Will Open Where You Can Enter The Price (Standard Selling Price), Min
Price (Minimum Allowed Price), And Cost (Internal Cost Of The Product Or Service). This Helps Establish Clear Control Over Profitability And Pricing Flexibility.
18. Here You Can Enable Or Disable Options Such As Active Product/Service, Taxable Product/Service, And Require Quantity
These Toggles Allow You To Decide If The Product Or Service Is Available For Use, If Taxes Apply, And If A Quantity Must Be Specified.
19. And Here You Can Add Notes Related To The Product Or Service. These Notes Help Keep Extra Details Or Reminders, And They Will Be Visible Later In The Notes Section For Reference
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.