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Create and manage base products

Create, edit, and archive the base products used to start proposals.

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Creating and Managing Base Products

Creating a New Base Product

  1. Navigate to Inventory

    • Click Products in the sidebar
    • Select the appropriate tab (e.g., “Pools”)

  2. Click “Add [Product Type]”

    • Example: “Add Pool” button in top right

  3. Fill in the Details Tab

    Name: Give it a descriptive name

    • ✅ Good: “Rectangle Pool - 6m x 3m”
    • ❌ Bad: “Pool 1”

    Cost: What this costs you (supplier price + freight)

    • Include your base cost
    • Add custom freight if different from your default
    • System shows total cost including freight

    Price: What you’ll charge the customer

    • Enter the sell price OR
    • Enter a markup percentage (system calculates price)

    Type-Specific Fields (for pools, all optional):

    • Size: Pool size (use your preferred unit - feet, meters, square meters, etc.)
    • Volume (litres): Water capacity in litres
    • Loads: Quantity needed (concrete loads, truckloads, etc.)

    Leave a field blank if you don’t use it. Blank fields are left out of proposals. To choose which details customers see, use proposal display settings.

    Custom Attributes: Fill in any custom fields your organization has defined

  4. Click Save to create the base product.

  5. Add presentation materials (optional)

    Reopen the saved base product and choose Presentation to add its main image and brochure. Add extra photos there and a Client description on Details. See Prepare catalogue content for portal proposals for the fields and how changes save.

The base-product table includes a Photo column. It shows a thumbnail when the base product has a main image; click the thumbnail to preview it. A base product without an image shows the photo placeholder.

Editing a Base Product

  1. Go to Products → Select your base product type tab
  2. Click on the base product name in the table
  3. Make your changes
  4. Click Save

Important: If this base product is used in draft proposals, changing it won’t affect existing proposals. Only new proposals will use the updated details.

Archiving a Base Product

Instead of deleting base products, you can archive them. Archived base products:

  • ✅ Are hidden from the active list
  • ✅ Can still be viewed in existing proposals
  • ✅ Can be restored if needed later
  • ✅ Preserve all historical data

To Archive:

  1. Click on the base product to edit
  2. Click the Archive button (inbox icon)
  3. Confirm archiving

To View Archived Products:

  1. Toggle “Show archived” switch in the top right
  2. Archived products appear with “(Archived)” label
  3. Click an archived product to view or restore it

To Restore:

  1. Enable “Show archived” toggle
  2. Click on the archived base product
  3. Click the Restore button (rollback icon)
  4. Confirm restoration

Understanding Base Products

What is a Base Product?

A Base Product is the foundation of every proposal. It’s the main item you’re selling to your customer. For example:

  • Pool companies: The pool itself (size 6m, 30,000L volume, 3 loads of concrete)
  • Spa companies: The spa unit (seats 4, has 20 jets)
  • Construction companies: The primary building or structure

Why Base Products Matter

Base Products are special because:

  1. They’re the starting point - Every proposal begins with selecting a base product
  2. They drive pricing - Other products can automatically adjust their prices based on the base product’s details
  3. They appear prominently - Base products are highlighted in customer-facing proposals

Base Product Information

Each base product includes:

Standard Fields (Always Present)

  • Name: e.g., “Rectangle Pool - 6m”
  • Cost: What you pay for it
  • Price: What you charge the customer
  • Markup: Your profit margin (automatically calculated)

Type-Specific Fields

Depending on your base product type, you’ll see different fields:

For Pools (all optional):

  • Size (your unit of measurement - meters, feet, square meters, etc.)
  • Volume (in litres)
  • Loads (your unit of count - concrete loads, truckloads, etc.)

If you record volume in another unit, such as gallons, leave Volume blank and add a number custom attribute such as “Volume (gallons)” instead.

Custom Fields

Your organization can define additional fields specific to your business (see Working with Base Product Attributes)

Presentation

  • Image: Upload a photo of the base product
  • Brochure: Attach a PDF brochure for customers