Product Tab in ConnectWise Invoice Search

The Product tab lists every product attached to an invoice. You can add products to an invoice after it has been created.

Mass actions

Two action menus let you act on one or more selected products at once.

MORE

• Detach from Invoice — removes the product from the invoice without deleting the record.
• Write Off — removes the product from both the invoice and the Invoicing screen so it cannot be billed again.

Actions

• Add Multiple Products
• Cancel Products
• Mark as Special Order
• Mark as Drop Ship
• Update Vendor
• Remove Drop Ship
• Remove Special Order
• Update Purchase Date
• Update Ship Method
• Update Tracking Number
• Update Taxable Flag
• Delete Products
• Convert to Configuration
• Ship Products
• Pick Products
• Unpick Products
• Remove Cancel

Column reference

Select Customize List View to show or hide columns.

Column	What it shows
Sequence	Sequence number for the product line.
Product ID	Unique product ID.
Customer Description	Customer-facing description.
Taxable	Check mark if the item is taxable.
Quantity	Ordered quantity.
Quantity Canceled	Quantity that has been canceled.
Config Qty	Number of configurations created for the product.
Unit Price	Price per unit.
Ext Price	Extended price (quantity × unit price).
Amount	Extended amount.
Opportunity Summary	Summary of a linked opportunity, if any.
Qty on Hand	Current on-hand quantity.
SLA	SLA on the product record, applied if the product converts to a configuration.
Invoice Number	Invoice where the product is listed.
Shipped Quantity	Quantity shipped.
Picked Quantity	Quantity picked.
PO Tracking Number	Tracking number from the linked purchase order.
Serial #	Serial number associated with the product.
Unit Cost	Cost per unit.
UOM	Unit of measure (configured in the UOM Setup Table).
Bill	Billing status: Billable, No Charge, or Do Not Bill.
Ext Cost	Extended cost (quantity × unit cost).
Margin	Ext Price minus Ext Cost.
Margin %	Profit margin as a percentage.
Drop Ship	Check mark if marked as drop ship.
Special Order	Check mark if marked as a special order.
Ship Method	Shipping method.
Entered On	Date the product was entered.
Entered By	Member who entered the product.
Sales Order #	Associated sales order number.
Ticket #	Ticket the product is associated with.
Project Name	Project the product is associated with.
Location	Location of the service board the ticket is on.
Department	Department of the service board the ticket is on.
Bill Status	Billing status of the product.
Absorbed SR Description	Products absorbed from a child ticket into the parent ticket. Only populates on the parent.
PO Info	Purchase order information for the product.
Cancelled	Check mark if the product has been canceled.
Cancelled By	Member who canceled the product.
Cancel Date	Date the product was canceled.
Cancel Reason	Short summary of the cancellation reason.
Product Class	Class: inventory, non-inventory, agreement, bundle, or service.
Phase Product	Indicates whether Phase Bundle is selected on the Product Overview pod. Only applies to Bundle class products.
Agreement Name	Agreement the product reference originated from.
Vendor	Preferred vendor.
Description	Product description from the bundle.
Vendor SKU	Vendor stock-keeping unit number.
Purchase Date	Date the product was purchased or needs to be purchased.
Converted Agreement	Agreement the products were converted to.
PO Ship Method	Ship method from the associated purchase order.
Tracking Numbers	Tracking numbers from the Picking and Shipping pod.
Level	Legacy field. No longer used in current PSA versions.