docs/TimePro/create product (PR from TinaCMS)

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.

content/docsTableOfContents/TimePro/toc.mdx

@@ -31,5 +31,6 @@ parentNavigationGroup:
       - title: Recurring Invoices
         slug: content/docs/TimePro/recurring-invoices.mdx
         _template: item
+  - title: Products
 ---