Products in Tribe form the basis of quotations, invoices, subscriptions, and other activities where pricing is required. Setting them up correctly helps you work consistently and ensures calculations are accurate across your sales and billing processes. You might add new products when expanding your services, adjusting your offering, or preparing new quotations. By following this guide, you will be able to create product groups and add new products to your Tribe database.
Table of Contents
What Does This Feature Do?
Why Or When Should You Use It?
Step By Step Instructions
Product Groups
Products
Tips Or Best Practices
Where Are Products Used?
What Does This Feature Do?
The product configuration allows you to define and manage all products used in Tribe. These products can then be added to product lines, which are used in sales opportunities, projects, subscriptions, and invoices. Each product contains pricing, tax, and behavioural settings that control how it behaves in these activities. This ensures consistent use of product information across the system.
Why Or When Should You Use It?
You should add products when you want to prepare quotations or invoices using predefined items. Using products saves time and reduces errors by avoiding manual price entry. Product groups also allow you to analyse performance and create reports based on categories. Keeping your product book up to date supports clearer reporting and smoother workflows.
Step By Step Instructions
Product Groups
Navigate to Configuration.
Select Products from the menu.
Define your Product groups to organise products into clear categories.
Product groups help create structure and support reporting and comparison between different types of products.
Products
Click + Product to create a new product.
Enter the required product details.
Click Save and open to view and edit all available fields.
Review and complete the remaining fields as needed.
Click Save to store the product.
Some fields require additional explanation:
Repetition: Select a frequency such as monthly or yearly when using the Subscriptions module. This is used to calculate recurring charges on invoices.
Ledger account: When using a financial integration such as Exact Online or Snelstart, this field is filled automatically from the accounting system.
Stock: When using Exact Online Commerce, this field is filled automatically based on stock data.
Settings Sliders
The following sliders control how the product behaves when used in product lines:
Divisible: Enable this when the product can be used in partial units, such as 0.5 or 1.5.
Price changeable: Enable this to allow users to change the product price when adding it to an opportunity line.
VAT modifiable: Enable this to allow users to adjust the VAT percentage when adding the product to an opportunity line.
Description editable: Enable this to allow users to edit the product description when adding it to an opportunity line.
Tips Or Best Practices
Use product groups consistently to keep reporting clear and meaningful. Only enable price or VAT changes when flexibility is required in your workflow. Review product settings regularly to ensure they still match how you work.
Where Are Products Used?
Products are used in product lines across sales opportunities, projects, subscriptions, and invoices. Once created, they are available for selection wherever product lines are added.
Quick Summary
Products in Tribe are used as the basis for quotations, invoices, subscriptions, and other activities. By creating product groups and adding products in the configuration, you ensure consistent pricing and behaviour. Proper product setup supports accurate calculations, reporting, and efficient daily work.