How to Create and Edit Products in PRO Software

Products in PRO Software represent goods or services your company offers. Here’s how to manage them effectively.

Creating a New Product

  1. Navigate to Sales > Products > Create.
  2. Enter required fields: Name, Product Type, Category, Asset Type, Sales Price.
  3. Fill in additional details as needed.
  4. Click Save.

💡 If your product needs automatic prorating, set the type to SERVICE.

Editing an Existing Product

  1. Open the Sales Module.
  2. Click Products > Select Product.
  3. Edit the details and save your changes.

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