Produkte — Products Guide

What it does

Products are your reusable catalog of items and services that flow into invoices, offers, and work reports. Instead of typing the same description and price every time you create a line item, you define it once as a product and select it from a picker wherever you need it. Each product stores multilingual names (German, French, English), a unit of measurement, a default price, and a VAT rate code.

Products come in two types: Products (physical goods) and Services (labour, consulting, subscriptions). This distinction helps you filter and organise your catalog as it grows.

How to set up

1. Go to Betrieb > Products and click New Product.
2. Choose a type — Product or Service.
3. Enter a name. If your business operates in multiple languages, fill in the German, French, and English name fields so the correct translation appears on client-facing documents.
4. Add a description. This text appears as the line item detail on invoices and offers.
5. Select a unit (e.g., hours, pieces, kilograms, flat rate) and set the default unit price.
6. Choose a VAT rate that applies to this item.
7. Optionally, assign a category to group related products together.
8. Optionally, enter a SKU (product code) for internal reference.
9. Save. The product is now available in the picker across all document types.

Daily use

Adding products to invoices and offers

When creating or editing an invoice or offer, use the product picker on any line item. Start typing a product name or SKU and select from the suggestions. The name, description, unit, price, and VAT rate are pre-filled automatically. You can still override any field on the line item without changing the master product.

Managing your catalog

Use the filters on the Products index page to search by name, SKU, type, category, or active status. Deactivate products you no longer sell — they disappear from the picker but remain on existing documents. Archive products to move them out of the main list entirely.

AI-assisted product creation

If your organisation has AI credits enabled, you can describe a product in plain language and let the AI generate a complete product entry with multilingual names, a description, a suggested unit, and a price. You can also use AI to polish or translate an existing product.

Works together with

• Invoices — products pre-fill invoice line items with consistent pricing and descriptions.
• Offers — the same product picker is available when building offer line items.
• Work Reports — products can be referenced as billable items in work report entries.
• Categories — organise products into groups for faster filtering and cleaner documents.

Tips

• Use SKUs for fast lookup. A short product code like "DEV-01" is faster to type in the picker than searching by name.
• Keep descriptions client-friendly. The product description flows directly onto invoices and offers — write it as you want the client to read it.
• Deactivate instead of deleting. Deactivated products stay on historical documents but stop appearing in the picker. Deleting is only possible if the product has never been used.
• Fill in all three languages upfront. If you ever send a document in a different language, the translations are already there.
• Review your catalog quarterly. Archive products you haven't used in months to keep the picker fast and relevant.