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Products

Create a catalog of the products or services you sell through your deals with Fintesk’s Products feature.

Find the Products feature​

The Products feature is available in all plans.

Click on the Products icon on the main navigation bar.

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Add new products​

To add a product to your Fintesk account, go to the Products tab found on the top side of the Fintesk app and click “+ Add Product".

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Note: “Name” and “Unit price“ are mandatory fields.

Once you save the product, you’ll be able to edit these additional fields in your products’ detail view or list view.

  • Active
  • Category
  • Description
  • Name
  • Owner
  • Price
  • Product code
  • Tax
  • Unit
  • Unit prices
  • Visibility
  • Product custom fields

Products list view​

In the list view you will be able to see your added products and edit product details directly.

You can filter for products alphabetically in the top left corner of the screen or create custom filters.

prod03 You will see product-type fields as an option within your filters. This allows you to narrow down your searches or export your data according to product-specific fields.

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Product detail view​

If you click on the product’s name from the products list view, you will be taken to the product’s detail page where you can view and edit information related to your product.

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Edit the product’s details​

To edit the values of the fields, click on the pencil icon in the product details window.

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View and add product prices​

The prices tab will show you all of the price options for that product. Each product can have more than one price listed at a time. To edit or delete any existing product prices, you can hover over the price and click on the pencil or trash can icon.

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  • Unit price – The price of each unit sold
  • Cost per unit – Cost related to each sold unit of the product
  • Direct cost – Cost related to the development or production of the product
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Note: Only the unit price will be displayed in the products list view and detail view. The cost per unit and direct cost fields are purely notational.

If you click on the “+ Add Price” button, you can add a new price for your product.

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Note: You will only be able to add one price entry for each type of currency.

Product-specific fields​

The products feature includes multiple data fields specific to products, which can optimize your experience.

Field nameDefinitionExample
PriceThe monetary value assigned to one unit of a productMy company sells pants, and the price of blue jeans is $35 a pair.
Product codeA custom code used as shorthand to identify productsThe product code for blue jeans is 1827.
Tax %A percentage taken from the total cost of an order and added on as an additional feeThe price of jeans is $16, with a 10% tax rate, so the total cost is $17.6
UnitA measurement or standard amount of physical quantity for a productA pair of jeans represents one unit, but a box of jeans is four units.
Unit pricesThe price of a product per unitA box of jeans is $120, and there are four pairs in a box, so the unit price is $30 for a pair, but sold at $40 individually.