Agreement Product Tab

The Product tab on an agreement lists every product entry that has this agreement selected on it. If a product has an applied amount, it was covered by the agreement. The Month and Year columns indicate which billing period the allocation pulls from. Once invoiced, the Invoice Nbr column shows the invoice number.

Select the Product ID to open the full product entry.

List view columns

Column	What it shows
Product ID	The product identifier. Select it to open the product entry.
Date	The date the product was added to the service ticket.
Customer Description	The description as entered when the product was added. Select the Product ID to edit it.
Amount	Unit price of the product.
Bill	Billable status: Billable, No Charge, or Do Not Bill.
Applied	Amount applied from the agreement to this product.
Month	The billing month this product was allocated to.
Year	The billing year this product was allocated to.
Invoice Nbr	Invoice number, if the product has been invoiced.
Service ID	The service ticket this product is associated with.
Approved	Checkmark if approved; blank if not.
Vendor	The product’s vendor name.
Serialized	Checkmark if the product is a serialized inventory item (set in the Product Catalog).

Product detail fields

Select a product record to view and edit its pods.

Charge To

Shows the company name and project the product is charged to.

Product Overview

Field	Description
Product ID	The product identifier. Use the picker, type the exact ID and press Enter, or use * as a wildcard to search by partial text.
Description	Defaults from the Product Catalog. Can be updated without affecting the catalog record.
Quantity	Quantity sold to the customer.
Unit Price	Defaults from the Product Catalog. Update as needed. If you use procurement, cost updates automatically based on the costing method when the product ships.
Unit Cost	Defaults from the Product Catalog. Updates automatically on ship if using procurement.
Taxable	Select to mark this product as taxable.
Pricing Method	Sets how price is calculated. See options below.
Billable	Billable, No Charge, or Do Not Bill. Defaults from the Service Board, Project Board, or Agreement settings.
Agreement	The agreement linked to this product. You can add or remove it after the product is created.
SLA	The SLA applied when the product is converted to a configuration. Overrides the Agreement SLA and default SLA.
Entity Type	Tax exemption type used by Avalara. If blank, Avalara treats the company as taxable.
Customer Description	The description that prints on the invoice.
Sequence	Controls the order products appear in invoice views and print output. Accepts up to two decimal places.
Status	Unbilled until invoiced, then Billed.
List Price	Informational only. Reflects the catalog list price without discounts.
Ext. Price	Quantity × Unit Price.
Ext. Cost	Quantity × Unit Cost.
Margin	Ext. Price − Ext. Cost.
Location	Auto-populated from the project the product is attached to.
Department	Auto-populated from the project the product is attached to.
Cancel Quantity	Number of canceled units for this Product ID.
Cancel Reason	Reason for cancellation.

Pricing methods

Method	How it works
Flat Rate for Range	Charges a fixed price regardless of quantity, as long as the quantity falls within the defined start–end range.
Percent Markup from Cost	Adds a percentage markup to the unit cost.
Percent Markdown from Price	Subtracts a percentage from the unit price.
Price per Unit	Sets a specific price per item, regardless of any catalog price.

Phase Bundle

Select Phase Bundle to convert this product into a separate project phase during opportunity conversion. Only available when Product Class is set to Bundle.

Note: Phase products cannot use list price. They can only be added to Opportunities or Sales Orders. The product’s short description becomes the project phase name and does not carry to the Products tab. Products already invoiced cannot be converted to a project phase — invoice after conversion instead. Products using different service class price attributes cannot share the same phase bundle.

Internal Notes

Free-text field for internal notes. Not visible to customers.

Recurrence

Use the Enable Recurrence / Disable Recurrence button to create or disable a recurring billing cycle.

Field	Description
Cycles	Number of billing cycles. Used to calculate the end date. Example: 12 cycles for a monthly annual agreement; 4 for a quarterly annual agreement.
Billing Cycle	The billing frequency. Defaults to the agreement when the product is converted via the Convert wizard.
Start Date	Start of the recurring cycle. Used with billing cycle and cycles count to calculate the end date.
End Date	Calculated automatically from start date, billing cycle, and number of cycles.
Cycle Type	Calendar year or contract year. Used on the agreement when converting.
Recurring Revenue	Total amount charged each billing cycle. Becomes the Addition Unit Price on conversion. Accepts negative values.
Recurring Cost	Total cost each billing cycle. Becomes the Addition Unit Cost on conversion.

Purchasing

Field	Description
Warehouse	Defaults from the Warehouse Bin Setup Table.
Warehouse Bin	Defaults from the Warehouse Bin Setup Table.
Purchase Date	Select from the calendar.
UOM	Unit of Measure from the Product Catalog. Read-only here.
Special Order	Select to send this product straight to purchasing as a unique line item, bypassing normal inventory logic.
Drop Ship	Select to ship directly from vendor to customer.
Vendor	Preferred vendor for this product.
Vendor SKU	Vendor’s SKU for this product.

Purchase Order

Auto-populates if you use the Procurement module.

Field	Description
PO Number	Purchase order number for this product.
Vendor	Vendor on the purchase order.
PO Date	Date the purchase order was created.
PO Status	Starts as New; changes to Received when the product is marked received.
Product Status	Starts as On Order; changes to Received when the product is marked received.
Expected Ship Date	Informational. Pulled from the Purchase Order Products tab.
Ship Date	Informational. Pulled from the Purchase Order Products tab.
Expected Date of Arrival	Informational. Pulled from the Purchase Order Products tab.
Tracking #	Tracking number from the Purchase Order Products tab.

Picking and Shipping Information

Select the New Item icon to add shipping and packing records.

Field	Description
Picked	Number of units set aside for shipping.
Shipped	Number of units shipped.
Serial Numbers	Enter manually or scan with a barcode scanner.
View as text	Select to display serial numbers as copyable text.
Warehouse	Warehouse the items ship from.
Warehouse Bin	Warehouse bin for the items.
Ship Method	Shipment method.
Ship Date	From the Purchase Order Products tab.
Expected Date of Arrival	Informational.
Tracking Number	Tracking number for the shipment.

Sub-Contractor Information

Enter sub-contractor details if an outside party is fulfilling this product.

Field	Description
Product Supplied	Select if you are supplying the product to the sub-contractor.
Ship To	Customer Site or Your Office.
Amount Limit	Maximum spend authorized for the sub-contractor to purchase this product.

Reallocate records

When agreement records are modified or deleted, additional amounts may become available for reapplication. To reallocate:

1. Select the checkbox next to the product record.
2. Select Update Rates/Allocations.
3. In the Updated Billing Rates? dialog, select Yes.

Note: Only products not yet associated with an invoice are updated by Update Rates/Allocations.