Managing Products and Services

Learn how to add and edit products and services

Updated over a week ago

Read How Salesbuildr updates products in Autotask to learn how to enable Salesbuildr to automatically update your Autotask catalog.

Importing Autotask Services into Salesbuildr

Navigate to Admin, Autotask, Product import and scroll down to the "Map recurring services to Salesbuildr categories" section. You Autotask service codes are on the left and your linked categories in Salesbuildr are on the right.

Salesbuildr can update, but does not create services in Autotask. Once you service code is linked to a subcategory in Salesbuildr, newly created and updated services will automatically be imported to Salesbuildr. This ensures services from Cloud distributors will be accurately presented on quotes.

To automatically update your services you can use integrations from Ingram Micro, Pax8, CSP Portal or Applicationlink.

Importing new products into Salesbuildr

Read Quick Guide: How to add a new product to learn how to add products to Salesbuildr using the manufacturer part number.

Product and service pages

Within Salesbuildr, each product or service has its own page that is used to enable your customers to self educate around the product or service and add them to a quote when self service purchasing is enabled.

Product pages can contain and overview, video, media, screenshots, standard add-ons, suggested add-ons, specifications and related articles.

Editing a product

To make changes to an existing product or service, click the "Edit" button on the product page.

The general info tab

You can change the following settings on the General info tab

Listed status (1)

Setting this switch to disable will unlist the product from your catalog and set it to inactive in Autotask. Services will never be set to inactive as these might be used on active contracts.

Name (2)

The name of the product or service. Changing this will also change the name in Autotask.

Logo (3)

The primary image of the product or service.

Description (4)

The description of the product or service. Changing this will also change the name in Autotask.

Although Salesbuildr will pull pricing and availability on a daily basis (for products that have a valid manufacturer part number), you can always request an update by clicking on the check latest prices link.

Changing the product pricing

By selecting the pricing tab, you can provide pricing information. Read Setting up dynamic product pricing to learn how to configure Salesbuildr to automatically keep your pricing up to date.

Manually update cost and availability

Although Salesbuildr will pull pricing and availability on a daily basis (for products that have a valid manufacturer part number), you can always request an update by clicking on the check latest prices link.

Managing add-ons

Read How to configure product add-ons to learn how to configure add-ons on the category level as a best practice.

You can create a bundle by adding mandatory and optional add-ons based on other products and services in your catalog. This enables you to standardise and grow up-and cross sell.

Mandatory options are always included when adding a product to a quote, optional add-ons can be selected when adding a product to a quote or from the add-ons selector that is visible under the line item on the quote.

Changing the product category

By selecting the Category tab, you can add the product to a specific category. You can let your product appear in multiple categories but the primary category will determine mark-up and add-ons for that product.

Make sure that categories you create in Salesbuildr are also created in Autotask and that have you linked the categories under Admin - Autotask - Product Import Configuration. If a product is added to a category that is not linked to an Autotask category, the product will be created in the default product Autotask product category.

Uploading images, videos and documents

By clicking on the media tab you can upload videos, sales collateral and screenshots to provide your customers with additional information and insights about your products and services.

IMPORTANT: If you use per contact or per asset billing, create the products in Autotask and import them into the category you have setup in Salesbuildr to be able to use these services in quotes and product bundles.

Once imported, any changes you make to products and services in Salesbuildr will be pushed to your Autotask price list. Refer to the Configuring Salesbuildr article to learn how Salesbuildr works with the products and services in Autotask.

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