Products
Manage your product catalog used in quotes
Products are the items and services your organization offers. They appear as line item options when building quotes, making it easy to assemble accurate pricing for your customers.
Create and Edit Products
Add products to your catalog with detailed information that flows into quotes automatically.
1
Navigate to Settings in the sidebar, then select the Products tab
2
Click Add Product to create a new product
3
Enter the product Name, Description, SKU, Unit Price, and Unit (e.g., per user, per month)
4
Click Save to add the product to your catalog
5
To edit an existing product, click the product row in the list and modify any fields
Delete Products
Remove products that are no longer offered from your catalog.
1
Locate the product in the products list
2
Click the Delete button on the product row
3
Confirm the deletion when prompted
Bulk Import Products from CSV
Quickly populate your product catalog by importing products from a CSV file.
1
Click Import on the Products settings page
2
Upload a CSV file containing your product data
3
Map CSV columns to OppLogix product fields
4
Preview the import and click Import to confirm
Search and Filter Products
Quickly find products in your catalog using the search bar at the top of the products list. Search matches against product name, SKU, and description.
Use clear, consistent naming and SKUs for your products. This makes it faster to find them when building quotes and helps keep reporting accurate.