Products
A product is an item that you offer to your customers. Some organizations and systems refer to these simply as "Items."
List all products
To see a list of all products, navigate to the product catalog in the configuration menu under your user name at the top right.
The product catalog is a table with product SKUs, product names, product type, and any associated assets (if applicable).
Use the search or filter options to refine the product catalog.
View individual product details
To view the full details of a product, click the name of the product.
The product details page will appear showing the product details.
This page includes the product name, product SKU, inventory type, and archive status. It includes sections for product fields, the bill of materials, as well as all assets associated with this product:
Product details also include a full audit log of the changes made to the product over time.
Create a product
To create an individual product, click the "Add product" button and a window will appear. Enter the product's name, an optional SKU, and select the product type:
Inventory products (such as equipment and devices) are used to track assets
Non-inventory products (such as software and services) do not have associated assets
You can also choose to record the product's bill of materials (BOM) if known.
Name is the only field required to create a new product.
Bulk creation
To import inventory products in bulk, you can upload new assets with new product information and products will be created automatically. You can also configure an integration with a CRM or use your own data by setting up API access. If you'd like to set up an integration with your ERP, please contact support.
Edit a product
To edit a product, click the pencil icon ✏️ next to the product's name in the product details page.
A window will appear to edit the product's name and SKU.
Changing product classification
You can change a product's classification from non-inventory to inventory if needed. You can only change a product's classification from inventory to non-inventory if there are no assets currently associated with the product.
To change the product classification:
Navigate to the product details page
Click the edit icon next to the product type
Select the new classification (inventory or non-inventory)
Save your changes
If assets are already associated with an inventory product, you will not be able to change the product classification to non-inventory.
Define product bill of materials (BOM)
An inventory product may have a default bill of materials (BOM) defined by adding parts to the product. This BOM definition is used to pre-populate the expected unit counts for each part when building an assembly.
BOMs can be changed at any time and will only affect new assemblies that are built after the change.
Archive a product
To archive a product that is not yet archived, click the 👁️🗨️ Archive button on the product details page. A small badge will appear on the product indicating that it has been Archived.
The product will now be visible in the product catalog only when "Archived" is selected.
To unarchive a product that is already archived, open the product details page and select the 👁️🗨️ Unarchive button.
Merge duplicate products
Users can merge products to consolidate duplicate products in your product catalog, helping maintain clean product data and improve consistency.
Product merging is useful when you have:
Duplicate product entries with slightly different names or descriptions
Products that represent the same physical item but were created separately
Legacy products that should be consolidated with current product entries
How to merge products
To merge products:
Navigate to the product you want to keep as the primary product
Click the "Merge" 🔀 button in the top right near the Archive option
Select product to merge: Choose the duplicate product you want to merge into the primary product
Select data fields to merge: Review and select which data fields to keep from each product
Compare product names, descriptions, and other attributes side by side
Choose the most accurate or complete information for each field
Preview how the merged product will appear
Confirm the merge to complete the process
What happens during a merge
When you merge products:
All assets associated with the duplicate product are transferred to the primary product
The duplicate product is removed from your catalog
An audit log entry records the merge for tracking purposes
Any references to the duplicate product are updated to point to the primary product
Product merging cannot be undone. Make sure you have selected the correct products and field values before confirming the merge.
Product accounting defaults
Inventory products include an Accounting tab that allows you to configure default accounting settings. These defaults are automatically inherited by new assets created from this product. This streamlines asset creation and ensures consistent accounting treatment across similar assets.
Configuring accounting defaults
To set up accounting defaults for an inventory product:
Navigate to the product details page for an inventory product
Click on the Accounting tab
Configure the following default settings:
Cost basis - Default cost basis for new assets of this product type
Useful life (months) - Expected service life in months for depreciation calculations
Salvage value - Expected residual value at end of useful life
Advanced cost breakdown
An advanced cost breakdown allows you to set default values for detailed cost categories:
Acquisition costs
Equipment or bill of materials (BOM): Cost of purchased devices, raw materials, parts, or assemblies that make up the asset
Direct assembly labor: Labor directly attributable to assembling or preparing the asset before deployment
Indirect allocated overhead: Indirect overhead tied to asset acquisition or preparation, such as supervision, facilities, and utilities
Inbound freight: Transportation costs to bring materials or asset into your warehouse or staging site
Acquisition taxes: Non-recoverable taxes (e.g., sales tax, use tax, or import VAT) paid on acquisition of the asset, materials, or parts
Import duties: Customs duties, tariffs, and import fees on foreign-sourced assets, materials, or parts
Capitalizable interest: Capitalizable financing costs incurred during construction or long deployment projects
Deployment costs
Outbound freight: Transportation costs to deliver the asset from your warehouse or staging site to its operating location in preparation for deployment
Installation and setup: Setup, site preparation, configuration, commissioning, and testing costs to prepare the asset for deployment and make it operational
Acquisition vs deployment costs If your organization is using advanced cost basis, and the distinction between acquisition costs and deployment costs is relevant for your accounting reports.
Acquisition costs are always included in the cost basis for inventory. These are expected to be costs that were incurred in sourcing the asset. These costs move into fixed assets when an asset goes into service.
In contrast, deployment costs are not included in your inventory cost basis. These are expected to be costs that are incurred as the asset is deployed (i.e., as it is leaving inventory and going into service). They capitalize at the time the asset goes into service.
How accounting inheritance works
When you create new assets from a product with accounting defaults configured:
Automatic inheritance - New assets automatically receive the product's default accounting values
Customizable per asset - Individual assets can override inherited values as needed
Consistent treatment - Ensures similar assets use consistent accounting methods
Reduced data entry - Eliminates repetitive entry of common accounting information
Best practices for accounting defaults
Set realistic defaults - Use typical values based on historical asset data
Review regularly - Update defaults as costs and market conditions change (monthly, quarterly, or annually depending on business model)
Use detailed breakdowns - Configure advanced cost categories for better financial analysis
Document assumptions - Keep records of how default values were determined
Product fields
Product fields define data that may be relevant for all the assets of that product type. These fields appear on each asset of this product type, so that the fields can be filled in as asset metadata. Learn more about managing product fields.
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