diff --git a/content/docs/TimePro/create-product.mdx b/content/docs/TimePro/create-product.mdx new file mode 100644 index 00000000..dee0dbc2 --- /dev/null +++ b/content/docs/TimePro/create-product.mdx @@ -0,0 +1,117 @@ +--- +title: Create a Product +date: '2026-06-08T22:00:00.000Z' +--- + +## What are they? + +**Products **are the items and services you sell through TimePro. They power product invoices, recurring invoice templates, and (optionally) the SSW website shopping experience. + +TimePro organises sellable items in 3 levels: + +| **Level** | **What it is** | **Example** | +| -------------------- | -------------------------------------------------------------------------- | --------------------------------------------------------- | +| **Product Category** | Groups related products for browsing and reporting | Consulting, Training, Software | +| **Product** | The thing you sell at a high level | SSW TimePRO, Angular Superpowers | +| **SKU** | A specific sellable variant with its own price, account, and billing rules | TimePRO Annual Support, Angular Superpowers - Sydney 2026 | + +**Tip:** When adding a line to an invoice, you pick a Product and then a SKU. The SKU supplies default Cost, RRP, and Sell amounts. + +A product without at least one SKU cannot be added to an invoice. In practice, you usually create the category, product and SKU in one session. + +## How to open the Products page + +Products appears in the top navigation when you have Admin access and Invoices are enabled for your tenant. + +Go to **Products **(or /products/dashboard). + +The dashboard has two panels: + +* **Left - Categories** (including Uncategorized Products for anything not assigned to a category) +* **Right - Products** in the selected category, expandable to show their SKUs + +Use the search box to filter by category, product, or SKU name. + +![](/TimePro/Products-categories-products.png)**Figure: Categories and Products** + +## Creating a product (step by step) + +This is the typical flow for setting up something new to sell. + +### Step 1 - Create a category (if needed) + +Categories keep the dashboard organised. Skip this if the product fits an existing category. + +1. On the Products dashboard, click the **+** next to **Categories** +2. Enter a category name and click **Save** + +The new category appears in the left panel. Select it before adding products. + +To edit a category later (name, sort order, URL, image), select the category and click **Edit Category**. + +![](/TimePro/Products-new-category.png)**Figure: New Category** + +### Step 2 - Create the product + +1. Select the target category in the left panel +2. Click **Add Product** +3. Fill in the form +4. Click Save + +| **Field** | **Required** | **Notes** | +| ---------------------- | ------------ | -------------------------------------------------------------------------------- | +| **Product Name** | ✅ Yes | Display name used across TimePro and invoices | +| **Product ID** | ❌ No | Up to 6 characters. Leave blank to auto-generate. Must be unique if set manually | +| **Product Categories** | ❌ No | Assign one or more categories. Pre-filled with the category you came from | +| **Head** | ❌ No | Short description for the website | +| **Sort (for WWW)** | ❌ No | Display order on the website | +| **Image Path** | ❌ No | Relative path on ssw\.com.au (preview shown in the form) | +| **URL** | ❌ No | Link for the website | +| **Email** | ❌ No | Contact email for the product | +| **Display on the Web** | ❌ No | Show on the SSW website | +| **Is Popular** | ❌ No | Highlight on the website | +| **Is Training** | ❌ No | Mark as a training product on the website | +| **Allow Discount** | ❌ No | Allow client/product discounts to apply | +| **Note** | ❌ No | Internal notes | + +You return to the dashboard with the new product listed under its category. + +![](/TimePro/Products-new-product.png)**Figure: New Product** + +### Step 3 - Add a SKU (required to invoice) + +A product is not billable until it has at least one **SKU**. + +1. On the dashboard, find the product and click **Add SKU** +2. Fill in the form +3. Click **Save** + +| **Field** | **Required** | **Notes** | +| ------------------------------------------------------------ | ------------ | ------------------------------------------------ | +| **SKU Name** | ✅ Yes | Name shown on invoices (e.g. Annual Support) | +| **SKU ID** | ❌ No | Up to 6 characters. Leave blank to auto-generate | +| **Product** | ✅ Yes | Pre-filled when adding from the dashboard | +| **Currency** | ✅ Yes | Billing currency | +| **Cost** | ❌ No | Your cost | +| **RRP** | ❌ No | Recommended Retail Price | +| **Selling** | ❌ No | Default sell price on new invoice lines | +| **Account** | ✅ Yes | Revenue account for Xero/accounting | +| **Fixed Price / Prepaid** | ❌ No | Used for Time & Materials invoicing | +| **Unit / First Invoice Period / Subsequent Invoice Periods** | ❌ No | Defaults for recurring invoice templates | +| **Display on the Web / On Sale** | ❌ No | Website visibility | +| **Description for WWW** | ❌ No | Public description | +| **Note** | ❌ No | Internal notes | + +The SKU appears under the product on the dashboard. You can now add it to invoices. + +![](/TimePro/Products-new-sku.png)**Figure: New SKU** + +## After setup - using products on invoices + +Once a product has SKUs: + +1. **New Invoice** - use Add Invoice Item, pick the Product, then the SKU. Cost, RRP, and Sell default from the SKU. +2. **Recurring Invoice Template** - add the same product/SKU lines; SKU recurring settings can pre-fill billing periods. +3. **Client discounts** - set a default discount on the client, or override per product under Admin | Clients. + +When editing a SKU, the Invoices table shows past invoice lines that used that SKU. diff --git a/content/docsTableOfContents/TimePro/toc.mdx b/content/docsTableOfContents/TimePro/toc.mdx index f8d445c7..d1984687 100644 --- a/content/docsTableOfContents/TimePro/toc.mdx +++ b/content/docsTableOfContents/TimePro/toc.mdx @@ -6,15 +6,7 @@ parentNavigationGroup: - title: What is TimePro? slug: content/docs/TimePro/introduction.mdx _template: item - - title: Tenants - items: - - title: Create a new tenant - slug: content/docs/TimePro/create-tenant.mdx - _template: item - - title: Sync with Dynamics 365 - slug: content/docs/TimePro/dynamics-sync.mdx - _template: item - - title: Invoicing + - title: Invoices items: - title: Add a discount slug: content/docs/TimePro/add-discount.mdx @@ -31,5 +23,18 @@ parentNavigationGroup: - title: Recurring Invoices slug: content/docs/TimePro/recurring-invoices.mdx _template: item + - title: Products + items: + - title: Create a Product + slug: content/docs/TimePro/create-product.mdx + _template: item + - title: Tenants + items: + - title: Create a new tenant + slug: content/docs/TimePro/create-tenant.mdx + _template: item + - title: Sync with Dynamics 365 + slug: content/docs/TimePro/dynamics-sync.mdx + _template: item ---