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How to create and configure a product?

Set up your one-time or recurring products with all their characteristics

Introduction

Qwoty allows you to create two types of products: one-time products (billed once) and recurring products (billed periodically, like a subscription). This article guides you through creating and fully configuring a product.

✍️ Prerequisites : You must have the Manager role or higher to access this screen.

Access

  1. In the left side menu, click Products and prices
  2. Click Products
  3. Click + New at the top right

Choose the product type

A modal opens to choose the type of product to create:

  • One-time product : Product with one-time fees, billed once (e.g.: setup fees, hardware purchase)
  • Recurring product : Product with recurring fees, billed periodically (e.g.: subscription, monthly license)

Select the desired type then click Create.

⚠️ Warning : The product type cannot be changed after creation.

Fill in general information

In the General information block:

  • Name : Product name
  • Reference : Internal reference (SKU)
  • Unit type : Product sales unit
  • Language : Product default language
  • Image : Upload an image or select an existing file from the media library
  • Description : Detailed product description (rich text editor available)
  • Product type : General product category (e.g.: License, Service)
  • Product category : Product sub-category
  • Unit of measure : Unit used to quantify the product

Associate the product with catalogs

The Catalogs block allows you to associate the product with one or more catalogs.

  1. Click Add a catalog
  2. Select the desired catalog
  3. The catalog appears in the list with its status and reference
💡 Tip : A product can belong to multiple catalogs, allowing you to offer it in different commercial offerings.

Manage variants

The Variant block allows you to create product variations (size, color, version, etc.).

💡 Tip : See the article « How to create product variants? » to discover all available options.

Configure prices

The Prices block allows you to define product pricing according to pricebooks.

  • Unit per tick : Number of units per price increment

The table displays the configured prices:

  • Pricebook : Associated pricebook
  • Recurring : Billing frequency (for recurring products)
  • Type : Pricing type
  • Price : Unit price
  • VAT : Applicable VAT rate
💡 Tip : See the article « How to configure product prices? » to discover advanced pricing options.

Add an associated file (Asset)

The Asset block allows you to associate a downloadable file with the product (documentation, datasheet, etc.).

  1. Click Import to upload a file or Select an asset to choose an existing file
  2. The file will be available to salespeople and customers

Configure custom fields

The Custom fields block displays the custom fields defined in your data model for the Product object.

For each field, you can define:

  • Required : The field must be filled in
  • Editable by sales : The salesperson will be able to edit the field content
  • Displayed for the customer : The field is visible to the customer in the quote

Define relationships between products

The Product-to-product relationships block allows you to create links between products:

  • Requires : Required products (must be purchased together)
  • Substitute : If the product is out of stock, it will be replaced by this one
  • Excludes : Excluded products (cannot be purchased together)
  • Up sell : Higher-tier products to suggest
  • Cross-sell : Complementary products to suggest
  • Includes : Products automatically included
  • Linked contract : Contract associated with the product
💡 Tip : These relationships are used in the sales process to guide salespeople and suggest products to customers.

Configure shipping

The Shipping block allows you to enter logistics information:

  • Dimensions : Length, Width, Weight
  • Customs description : Description for customs
  • HS Code : Harmonized System code for export

Manage inventory

The Inventory block allows you to enter:

  • SKU : Inventory management reference

Configure accounting

The Accounting block allows you to define:

  • General ledger account : Posting account in your chart of accounts

Enter external identifiers

If you use external systems (CRM, ERP, accounting), enter the corresponding identifiers:

  • CRM ID : Product identifier in your CRM
  • ERP ID : Identifier in your ERP
  • Accounting ID : Identifier in your accounting software

Define status and API name

In the right-hand side panel:

  • Status : Enable or disable the product
  • API Name : Automatically generated technical identifier
⚠️ Warning : The API Name can only be edited at creation. Once saved, it can no longer be modified.

View activity

The Activity panel displays the history of changes made to the product.

Save

Once all fields have been filled in, click Save at the top right.

Related articles

  • How to manage products?
  • How to create product variants?
  • How to configure product prices?
  • How to manage catalogs?