Products

The Products module in 1Stop helps your team manage the items and services your company offers—whether they’re physical products, installation packages, or service-based work. If it’s something you sell, quote, or invoice, it belongs here.

This module keeps your product catalog organized and accessible for your sales, operations, and billing teams. It ensures consistent pricing, connects products to quotes and invoices, and helps maintain accurate, up-to-date information across your processes.

Both sales and purchasing teams can benefit from the Products module. Sales teams can use it to quickly pull product details into quotes, sales orders, and invoices, while purchasing can track materials and supplies sourced from vendors.

Each product record can include key details such as the product name, supplier or manufacturer, part numbers, pricing, inventory levels, and more. Keeping this information centralized helps reduce errors, improves coordination across departments, and ensures everyone is working from the same data.

Add a New Product

1. Navigate to the Products module and click the Create Product button in the top right corner.

2. Fill in the product details and click Save. 

Note

By default, both the Product Active and Taxable boxes are checked. If that’s not the case for your product, just uncheck the ones that don’t apply.

Tip

If you're adding a product that's similar to an existing one (for example, a variation in size, color, or configuration), you can clone the existing product instead of creating a new one from scratch.

To do this, open the existing product record, click the More (•••) menu, and select Clone. Make any necessary updates, then click Save.

Edit an Existing Product

1. Navigate to the Products module and click the product you want to update.

2. Click the Edit button in the upper-right corner, make your changes, and then click Save. 

 

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