Products are managed in "Settings" on the "Products" tab.




To create a new product, click the "+Product" button on the right top corner. 




This will open a window where you can make definitions for your new product: 
 

  • Name is visible when you add the product to invoices, projects, work entries etc.  
  • Description if you need to add additional data about the product. 
  • Internal description if you want add information about the product that is not visible on invoices 
  • Product code can be used if you want to connect the product with a product in an external billing software. Otherwise, this field is optional.   
  • Net price 
  • Unit choose a unit for the product from the dropdown menu
  • VAT % choose the right VAT percent from the dropdown menu
  • Choose periodical, if the product will be used in recurring billing. The default is price per month. You can change this to other time intervals when creating a contract.  
  • Cost what is the cost of this product for your company.    
  • Partition for reporting: Billing is partitioned in relation to tracked hours 
  • No seller: The product is never targeted to a single seller e.g., in reporting  
  • Product category id: You can link the product to an existing product category 
  • Accounting target: You can choose an accounting target for the product. Note that this option is not visible if you have not yet created any accounting targets. If you leave this field empty, Koho will set the accounting target according to default settings.
  • Accounting account:  You can choose an accounting account for the product. Note that this option is not visible if you have not yet created any accounting accounts.
  • Conditions: You can add conditions to the product which are used in offers and contracts. Conditions are managed in the document templates in settings. Click the "Show all" link and choose which conditions you want to add to the product.  
  • Image and file: You can add an image or files to the product if needed. 

 







After you have filled in all the necessary definitions, click the "Save" button which will create the new product.


You can also use an existing product as a base for a new product. To do this, open an existing product and click the "+Copy" button. The copied product will open in a new window where you can edit the product settings and then save the new product.




 You can also import products from an Excel or CSV – file. Read more about this option in this article: 3.2.5 How to import product data from an Excel or CSV file? 


2. How to edit a product?

 

You can edit a product by clicking the product you want to edit from the product catalogue. You can also use the search bar in top right corner to find the product you want to edit. Remember to save after you have done the necessary changes to the product.  




3. Mass editing products


You can also edit several products at once by clicking the "Edit" button found on the "Products" page. After that, you can select the products you want to edit.



Once you have selected the products you want to edit, click the "Edit" button again. A window called "Mass edit" opens where you can choose how you want to edit the products. After making the selection, click the "Edit" button in the mass edit window.



4. How to delete a product?

 

If the product has not been used as a rate level for a task or has not been invoiced yet, then the product will have a "Remove" button which deletes the product. If the product has been used as a rate level for a task or it has been invoiced, it cannot be deleted because it is needed for reporting purposes. "Archive" button will hide the product from menus and it cannot no longer be added to invoices.