CRM Product Creation

Learn how to create products in your Inventory Management or Accounting System at the point of Order Confirmation.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago


  • CRM Product Creation is only available for Unleashed, Xero and Katana integrations.

  • You'll need Product Manager permissions to be able to create products

CRM Product Creation allows users to create products that do not already exist within the Accounting System. This is particularly useful if you have a large catalogue of products and they're not all setup within your Accounting System. In addition, if you sell customisable products, then this would also be useful to your business. 

Step 1: Go to Settings Centre

Firstly, you will need to enable the Product Creation option in the System Settings. 

To enable your Product Creation, click on the settings dropdown in the bottom left-hand corner, then click System Settings.

Step 2: Navigate to Products & Stock in Settings

Once within the Settings Centre, navigate to the 'Products & Stock' section and scroll down until you reach the 'Enable Product Creation' configure option. Simply click 'Enable' to make this functionality available. 

Step 3: Create New Product

Now we have turned on this system option, we can start to create products when quoting customers. In the below screenshot, we have a Quote. By clicking on the arrow head next to the 'Add Existing Products' button, you can select the 'Create New Product' option. 

You will firstly be asked to choose a product to base your new product on. Please Note: The based on product needs to already be in your Accounting/Inventory Management System.

For example, I may wish to add another Type of Battery Product, so I search by 'battery' and select a similar Product Type by clicking the 'Select' button. 

The information from this product will then be pulled through, which can be edited to suit your new product, such as 'Selling Price' and 'Cost Price'. Please note: the 'Product ID' must be unique.

Step 4: Click Create!

Once happy with the information entered, click 'Create' and the product will be added to your Quote. When the order is confirmed, the product will be created in your Accounting System.

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