Managing Products
Learn how to edit, organize, and maintain your product catalog.
Product Listing
Viewing and navigating your product catalog.
Products
| Name | SKU | Price | Status | Actions | |
|---|---|---|---|---|---|
| Widget Pro | WDG-001 | $99.00 | Active | Edit | |
| Service Package | SVC-001 | $250.00 | Active | Edit |
Search & Filter
Use the search bar to find products by name, SKU, or description. You can also filter by status (active, inactive) or tax category.
Sorting
Click column headers to sort products by name, price, status, or date created. Click again to reverse the sort order.
Editing Products
How to modify product information.
Open Product
Click the product name or the Edit button to open the product details form.
Modify Fields
Update any field as needed. All fields are editable including name, price, tax category, and SKU.
Save Changes
Click Save to apply your changes. Updates take effect immediately for new invoices.
Existing Invoices
Activating & Deactivating Products
Control product availability without deleting.
Instead of deleting products, you can deactivate them to hide them from product selection while preserving their history.
- • Visible in product lists
- • Can be added to invoices
- • Appears in reports
- • Hidden from product selection
- • Cannot be added to new invoices
- • Historical data preserved
Seasonal Products
Deleting Products
Removing products from your catalog.
Products with History
Soft Delete
When you delete a product, it's moved to the trash and can be restored within 30 days.
Restoring Deleted Products
Go to Products → Deleted, find the product, and click Restore to bring it back to your active catalog.
Permanent Deletion
After 30 days in trash, products are permanently removed. Products with transaction history are retained in an archived state.
Bulk Actions
Perform actions on multiple products at once.
Select Products
Use the checkboxes on the left side of the product list to select multiple products. Click the header checkbox to select all visible products.
Choose Action
Available bulk actions:
- Activate - Set all selected to active
- Deactivate - Set all selected to inactive
- Delete - Move all selected to trash
- Export - Download selected as CSV
Confirm
Review the number of selected products and confirm the action. Bulk operations cannot be undone (except for delete which can be restored).
Exporting Products
Download your product catalog.
Export your products to CSV for backup, analysis, or migration to another system.
Download all products including both active and inactive items.
Use bulk selection to export only specific products.
Regular Backups