Manage products

Build a catalogue of goods and services so lines are picked with their unit and price already filled in.

Products are the goods, services and charges you sell. Keeping them in Products & Services means a line on a document is picked from a list with its unit and price already filled in, instead of typed each time.

The Products and Services page listing items with their type, SKU, unit, default price, tax and status — Your catalogue, ready to pick from on any document.

Before you start#

Creating, editing, archiving and importing products needs the products permission. Owners, admins and sales have it. Roles and permissions lists every role.

Add a product#

Open Products and choose Add Product.
Enter the Name. It is the only required field.
Choose the Type: Product, Service, Fee or Expense.
Fill in the rest as needed, then choose Create Product.

Field	What it does
SKU	Your stock-keeping code. It must be unique within your organization. Leave it blank and Bookmaker assigns the next one: `PRD-0001`, `PRD-0002` and so on.
Unit	How the item is counted, such as `box`, `hour` or `kg`. Defaults to `unit`.
Default price	The price a new line starts with. Leave it blank for items you price per document; a blank price is unpriced, not free.
Currency	The currency the default price is in.
Description	Extra detail about the item, up to 1,000 characters.

The Add Product dialog with fields for name, type, SKU, unit, default price, currency and description — Leave SKU blank to have one assigned, and price blank for items you price per document.

Use a product on a document#

In the editor's items table, start typing in a line's description. After two characters Bookmaker suggests up to eight products whose name or SKU matches. Picking one fills the line:

the description becomes the product's name;
the unit and unit price come from the product;
the quantity becomes 1 if the line had none.

Everything stays editable on the line, so a special price for one customer does not change the product.

The items table in the editor with product lines showing description, quantity, unit, price and amount — Lines picked from Products arrive with their unit and price filled in.

Edit a product#

Choose Edit from the product's menu. The change applies to lines you add from now on. Lines already on documents keep the description, unit and price they were given.

Archive and restore#

Products are archived rather than deleted. Choose Archive from the product's menu and it leaves the list, search and the items-table suggestions, while documents that already use it are unaffected. Choose Restore on an archived product to offer it again.

Import your catalogue#

Import CSV adds up to 1,000 products from a spreadsheet, and Export CSV downloads your catalogue. See Import and export with CSV.

Last reviewed 15 September 2026