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Products

Adding products manually and deciding when to create a new product vs. adding a price.

Products

A Product is a single thing you buy or supply — a bag of cement, a metre of pipe, an hour of labour. Each one has a base unit of measure (UOM) and lives in your Rate Library so it can be reused across every project.

Manual entry is right when you have a single price — a verbal quote, a one-off rate, a labour charge-out figure — and an import would be overkill.

Adding a brand-new product

  1. Go to Rate Library → Products.
  2. Click + New Product.
  3. Fill in:
    • Name — be specific. “Concrete C30/37 ready-mix” beats “concrete”. You’ll thank yourself later when searching.
    • Category — picks the kind of product (Material, Labour, Equipment, Subcontract, Plant). The category also restricts which UOMs are allowed (you can’t price labour per m³).
    • Base UOM — the unit you’ll ultimately price per. For materials this is usually m, , , kg, or each. For labour it’s almost always hour.
    • Subcategory (optional) — used to group related products in lists and exports.
  4. Save. You’ll land on the empty product detail page, ready for its first price.

When to add a new product vs. a new price

  • Same item, different supplier or newer dateadd a price to the existing product. This keeps comparison and history clean.
  • Genuinely different item (different spec, grade, size) → new product. Don’t try to fit a 20 mm pipe and a 25 mm pipe into one product — they’ll have different quantities and different rates.