Help CenterThe Product Detail screen provides all relevant information about a product, allowing users to define its characteristics, classification, financial details, related elements and pricing.
The upper section of the Product Detail screen displays the main product information. These fields define the product’s identity, classification, financial context and ownership within the system.
⚠️Note: Some fields may be displayed in grey, indicating that they are non-editable and controlled by system configuration to preserve data integrity.
Each field and function contributes to maintaining accurate, traceable and consistent product data across the system.
| Field | Description | Notes |
| Name* | The name that identifies the product. | Required field. |
| Code | Internal/External reference for the product | |
| Currency | Defines the currency used for all price and cost values. | |
| SKU | Unique product identification. | |
| Suppliers | Supplier(s) associated with the product. | Data populated from the Entity Management module. |
| Companies | Company or tenant to which the product belongs. | |
| Classification | Category that defines the product type. | |
| Payment Terms | Defines the commercial payment deadline | Determines the expected payment period. |
| Payment Types | Lists accepted payment methods | |
| Description | Text field for additional information about the product. | |
| Shared Pricing | Defines whether the Fees and Pricing components are displayed on the screen. | The financial fields are only available when Shared Pricing is turned on. When the toggle is off, the Variants table displays only the basic descriptive fields. |
The lower part of the Product Detail screen is dedicated to the product’s detailed configuration.
This area is divided into three functional sections which allow users to manage related data and define financial parameters:
- Variants,
- Documents,
- Fees & Pricing.
⚠️Note: The Variants table adapts its structure depending on the configuration of the Shared Pricing option.
- When Shared Pricing is activated, pricing management is centralized in the Fees and Pricing section of the screen.
In this configuration, individual pricing fields are removed from the Variants table, and all cost, margin and selling price information must be maintained at product level - regardless of whether a variant is marked as an aggregator or not.
- When Shared Pricing is deactivated, the Fees and Pricing section is not displayed and pricing information can be entered directly at the variant level.
In this mode, the fields Unit Cost and Unit Sell Price are available within the table, allowing users to define financial values per line.
These fields are editable only for non-aggregator variants as aggregator lines inherit consolidated values from their children.
Main features:
At the top right of the Products Details page, users have access to two key actions:
- Activities,
- Delete.
These options provide visibility and control over the product’s lifecycle, supporting collaboration, traceability and data management.
Activities
The Activities option opens a dedicated window where users can view, create and manage all actions and interactions related to the selected product.
This feature is designed to centralize operational follow-up, such as product meetings, internal notes and task assignments, ensuring transparency and continuity of communication.
The Activities window includes several control and filtering elements:
| Element | Description |
| Tasks | Displays all pending or completed tasks associated with the product. |
| Appointments | Shows scheduled meetings or calls linked to the product. |
| Notes | Lists all internal notes or comments added by users. |
| Include Deleted | When activated, displays deleted activities for audit purposes. |
| Completed | Allows users to include completed activities in the view. |
Each toggle can be turned on/off to refine the visible information.
Time-Based and Custom Filters
Below the filters, users can navigate between predefined time periods:
- Today – Displays activities scheduled for the current day.
- Current Week – Displays all activities within the ongoing week.
- Current Month – Displays all activities within the current month.
In addition to these options, the calendar icon allows users to customize the date range manually.
By selecting specific start and end dates, users can focus on a particular time window - ideal for tracking activities over custom reporting periods.
Delete Product
The Delete option allows users to remove a product record from the system.
⚠️ Note: Deleting a product does not remove it permanently - it can be restored later.
This action is restricted to users with the appropriate permissions and should be performed carefully.
Before deleting, a confirmation dialog appears, prompting:
Users must explicitly confirm by selecting Yes or No. This prevents accidental deletions of active product records.
When a product is deleted, it remains in the system as soft-deleted.
Users can view these records by enabling the Include Deleted option available in the filter section of the main product list.
This functionality guarantees data traceability and supports compliance with auditing and reporting requirements.
Related Articles
- Products - Management View
- Products - Variants & Documents
- Products - Fees & Pricing
- Products - Setup