Products: the goods and services you buy or sell

Save the products and services of your workspace and select them in the line items of invoices and receipts.

A product in Vieolo is a good or service that your workspace buys or sells, such as office supplies, a software subscription, or the consulting hours you invoice. Once saved, a product can be selected in the line items of ReChive invoices and receipts, so you don't have to type the same description and price again. You manage products under "Products" in "Workspace settings".


Add a product

  1. Open "Workspace settings" and select "Products".
  2. Click "Add".
  3. Fill in the form and click "Save".

You can also add a product directly from the line items of a ReChive entry, without leaving the entry form.


The product form

  • "Usage": "Buy" for products you purchase, or "Sell" for products you sell to your customers.
  • "Name": the name of the product. Names must be unique within the workspace.
  • "Usual price": the price you normally pay or charge. It is a starting point and can be changed in each line item.
  • "Description": optional details about the product.

Using products in ReChive

When you enter an invoice or receipt with the "With line item" option, each line item has a description, a quantity, a rate per unit, and an optional product. Selecting a product links the line to it, which keeps the names of what you buy and sell consistent across all your documents. See Transaction entries.


Permissions

Members need the product permissions in the "Workspace permissions" group to view or manage products. New members can view products by default. See Manage the permissions of your workspace members.


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