Company Finance Products Tab

The Products tab in Company Finance lists all product entries for a company. Use the filters at the top to narrow results, then select an Item ID to open the full product detail.

Actions

Select one or more products using the checkbox to the left of each row, then open the Actions drop-down to apply a bulk operation. Select the checkbox next to Product ID to select all.

Action	What it does
Add Multiple Products	Adds products to a work item in bulk.
Cancel Products	Marks products as canceled. Canceled products are excluded from purchasing approvals, the Purchasing screen, and invoicing. A flyout prompts for a cancellation reason.
Mark as Special Order	Overrides demand calculation so the full product quantity is purchased regardless of stock on hand. Use this when you have the item in inventory but want to order fresh stock anyway.
Mark as Drop Ship	Flags the product to ship directly from the vendor to the client.
Update Vendor	Changes the vendor for the selected products.
Remove Drop Ship	Clears the drop-ship flag.
Remove Special Order	Clears the special-order flag.
Update Purchase Date	Changes the purchase date.
Update Ship Method	Changes the shipping method.
Update Tracking Number	Changes the tracking number.
Update Taxable Flag	Marks or unmarks products as taxable.
Delete Products	Removes one or more products from the ticket.
Ship Products	Ships the full quantity — use when the inventory item is delivered to the customer.
Pick Products	Reserves the full quantity from a specific warehouse and bin for a Sales Order, ticket, or project. Picking reduces the stock-on-hand count.
Unpick Products	Reverses a pick.
Remove Cancel	Reverses a cancellation.

Products Tab Columns

The list view exposes these columns. Not all are visible by default — use the column chooser to add or remove them.

Column	Description
Sequence	Order the product appears on invoices and in print views.
Special Order	Checked if marked as a special order.
Cancelled	Filterable column; checked if the product is canceled.
Product ID	The product ID from the Product Catalog.
Bill	Billing designation: Billable, No Charge, or Do Not Bill.
Taxable	Checked if taxable.
Quantity	Quantity on the work item.
Quantity Cancelled	Quantity canceled.
Bill Status	Current billing status.
Config Qty	Number of configurations associated with this product.
Unit Price	Price per unit.
Drop-ship	Checked if shipping directly from vendor to customer.
Ship Method	Shipping method (configured in the Shipment Method Setup Table).
Entered On	Date the product was entered.
Entered By	Member who entered the product.
Sales Order #	Associated sales order number.
Location	Auto-populated from the Service Board associated with the ticket.
Department	Auto-populated from the Service Board associated with the ticket.
SLA	SLA associated with the product.
Invoice Number	Invoice the product was billed on.
Cancelled By	Member who canceled the product.
Cancel Date	Date of cancellation.
Cancel Reason	Short summary of the cancellation reason.
Qty on Hand	Available inventory quantity.
Shipped Quantity	Number of units shipped.
Product Class	Inventory, non-inventory, agreement, bundle, or service.
Picked Quantity	Number of units picked.
Opportunity Summary	Summary of any linked opportunity.
Manufacturer	Manufacturer tied to the product.
Approved	Checked if approved; blank if not.
PO Tracking Number	Tracking number from the associated purchase order.
Tracking Number	Tracking number from the Picking and Shipping pod.
PO Ship Method	Shipping method from the associated purchase order.
Serialized	Checked if the product is a serialized inventory item.
Serial #	Serial numbers associated with the product.

Product Overview Pod

Fields within the detail record for each product.

Field	Description
Product ID	Identifies the product. Type a full or partial ID and press Enter to search, or use the picker. Supports wildcard * searches.
Description	Defaults from the Product Catalog but can be overridden for this work item only.
Quantity	Quantity sold to the customer.
Unit Price	Defaults from the Product Catalog when the product is added. If you use procurement, cost updates automatically when the product ships, based on the costing method.
Unit Cost	Defaults from the Product Catalog. Updates automatically on shipment when using procurement.
Taxable	Select to mark the product as taxable.
Pricing Method	Controls how price is calculated. See the table below.
Billable	Sets the billing status: Billable, No Charge, or Do Not Bill. Can default from Service Board, Project Board, or Agreement settings.
Agreement	The agreement associated with this product. Can be added or removed after the product is created.
SLA	The SLA to apply when this product is converted to a configuration. Takes precedence over Agreement SLA and default SLA.
Entity Type	Tax exemption classification used with Avalara. If blank, Avalara treats the company as taxable and applies jurisdiction-based taxes.
Phase Bundle	Select to convert this product into a project phase during opportunity conversion. Only available when Product Class is Bundle. Phase products cannot already be billed before conversion, and list price is not available for them.
Customer Description	The description that appears on the invoice.
Sequence	Controls the display order on invoices and print views. Accepts up to two decimal places (e.g., 2.00).
Status	Shows Unbilled until invoiced, then changes to Billed.
List Price	Informational only. Reflects the list price from the Product Catalog before any discounts.
Ext. Price	Quantity × Unit Price.
Ext. Cost	Quantity × Unit Cost.
Margin	Ext. Price − Ext. Cost.
Location	Auto-populated from the associated project.
Department	Auto-populated from the associated project.
Cancel Quantity	Number of units canceled for this Product ID.
Cancel Reason	Reason entered at the time of cancellation.

Pricing Methods

Pricing Method	How it works	Example
Flat Rate for Range	Charges a fixed price for any quantity within the start–end range.	Start: 1, End: 5, Amount: $150 → price is $150 whether you order 1, 3, or 5 units.
Percent Markup from Cost	Adds a percentage on top of the unit cost.	20% markup on a $100 cost → price is $120.
Percent Markdown from Price	Subtracts a percentage from the unit price.	20% markdown on a $100 price → price is $80.
Price per Unit	Sets a specific price per item, overriding the catalog price.	Amount: $200 → every unit in the range is priced at $200.

Charge To Pod

Field	Description
Charge To	Shows the company name and project name the product is charged to.

Internal Notes Pod

Enter any internal notes for this product. These notes are not visible to the customer.

Recurrence Pod

Configure a recurring billing cycle to use when converting this product to an agreement.

Field	Description
Enable / Disable Recurrence	Toggle a recurring bill cycle on or off.
Cycles	Number of billing cycles the contract runs. Affects the calculated end date (e.g., 12 cycles monthly = 1 year).
Billing Cycle	Frequency of billing. Defaults onto the agreement when the product is converted via the Convert wizard.
Start Date	Start of the recurring cycle. Used to calculate the end date.
End Date	Calculated from start date + billing cycle × cycles.
Cycle Type	Calendar year or contract year. Applied to the agreement on conversion.
Recurring Revenue	Total amount charged per billing cycle. Becomes the Addition Unit Price on conversion. Accepts negative values.
Recurring Cost	Total cost per billing cycle. Becomes the Addition Unit Cost on conversion.

Purchasing Pod

Field	Description
Warehouse	Warehouse to pull stock from.
Warehouse Bin	Specific bin within the warehouse.
Purchase Date	Date of purchase.
UOM	Unit of measure from the Product Catalog. Read-only here.
Special Order	Select to bypass demand calculation and send the product straight to purchasing as a unique line item.
Drop Ship	Select to ship directly from vendor to customer.
Vendor	Preferred vendor for this product.
Vendor SKU	Vendor’s SKU for the product.

Purchase Order Pod

Populates automatically when the product is linked to a purchase order (requires the Procurement module).

Field	Description
PO Number	Purchase order number.
Vendor	Vendor from 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 marked received.
Expected Ship Date	Expected ship date from the Purchase Order Products tab. Informational only.
Ship Date	Actual ship date from the Purchase Order Products tab. Informational only.
Expected Date of Arrival	Expected arrival date from the Purchase Order Products tab. Informational only.
Tracking #	Tracking number from the Purchase Order Products tab.

Picking and Shipping Information Pod

Select the New Item icon to add a shipping and packing record.

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.
Warehouse	Warehouse the items are shipping from.
Warehouse Bin	Bin within the warehouse.
Ship Method	Method of shipment.
Ship Date	Pulled from the Purchase Order Products tab.
Expected Date of Arrival	Informational only.
Tracking Number	Tracking number for this shipment.

Sub-Contractor Information Pod

Use this pod when a sub-contractor is supplying or receiving the product.

Field	Description
Product Supplied	Select to indicate you are sending the sub-contractor this product to use on the job.
Ship To	Where to ship the product: Customer Site or Your Office.
Amount Limit	Maximum amount the sub-contractor is approved to spend on this product.