Creating products
To create new products and edit existing products, go to setup (via the main menu) and select 'products' in the setup menu. Now click the '+ add product' button to add a new product, or click the more button to import new products.
Product name
Give the product a name. This name will appear in files shared with clients - such as quotes and invoices - as well as in reports.
Add a product picture
The picture is shown under 'more info' (info icon) in the request for proposal widget.
Product descriptions
There are 3 different input fields for product descriptions:
Short description: A short product description, visible for clients in the widget and, if set, in a quote's and document's schedule. The text format cannot be changed.
Long description: Use the long description field to provide an extensive product description shown in the widget, quotes and documents. The text format can be edited (ordered lists, bold, italic and underlined text, etc.)
Internal description: Add product information for internal usage to this field, shown in the widget, quotes and documents. The text format can be edited (ordered lists, bold, italic and underlined text, etcetera).
Product categories and labels
Determine which category the product belongs to. By using clear categories, you can organise products for a better overview. For even more clarity in product management, it is also possible to link labels to products.
Click here for more information about product categories and labels.
Price
Add the price at the correct rate group.
Split VAT rates:
It is possible to split VAT rates per product. Select a rate group and enter the corresponding price.
Price tiers (MICE Pro)
If a product price varies depending on the number of guests, you can add product tiers with MICE Pro. Click here for more information
Multiple price variants for one product
You can add multiple price variants to a product if needed. Having several prices per product prevents duplicate products in your system.
Multiple price variants are useful when the product price differs, for example, between private and business customers, or when pricing depends on different event types.
When adding the product to a package, you can select the relevant price (see the example in the image below):
The product name is always used in communication with customers (such as in quotes and invoices) and in product reports. The names of the price variants are not used for this purpose; they are only visible in product management or when adding the product to a package.
Amount per item
Does a product consist of multiple units? Then you can select a default quantity and unit under ‘quantity per line’.
Example
1 employee is paid €15,- per hour. Thus, the amount ('Price') becomes €15,-.
At 'amount per item' enter 8 and at unit select 'hour' (see image below).
Now, 1 x 8 x 15 is calculated automatically. You can change these product details in an event later on. Useful in case the employee worked for less or more than 8 hours. The total costs will be calculated automatically again.
Cost price (MICE Pro)
By entering the cost price of products, profit margins are shown in events.
This product is not linked to the number of guests
Select this option if the product does not need to be multiplied by the number of guests.
Guests cannot select this product
Select this option if the product needs to be hidden from clients in the client account.
FAQ
Why is the text colour in the long product description incorrect?
This often happens when text is copied and pasted, as the formatting is carried over. To prevent this, you can paste the text without formatting (right-click or use Ctrl+Shift+V).
If needed, you can reset the text to the default colour (black) by selecting the text and, in the formatting toolbar above the long description, clicking on the colour icon (the droplet) and then on the eraser.