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  2. Working with Products

Creating Reusable Products

Use ScopeStack to manage re-usable Products for use in your Projects.

Much like with Services, ScopeStack allows you to build a library of Products for use in your projects.

Setting up the Basic Information

To get started, you can navigate to Settings > Content > Product

Here, you see a list of Products in your account. To create a new Product, click + Add Product.

Here, you can define the different elements of the Product:

  • Name (required): This is the plain-English name of the Product.

  • Description: This is a plain-English description where you can add additional information about the Product.

  • Manufacturer Part Number: This is the reference number from the Manufacturer for your Product.

  • Internal Product ID: Your internal ID for the product. If ScopeStack integrates into your product catalog, this will typically be the value used to “synchronize” the product.

  • Vendor SKU: This field allows you to capture the Vendor's SKU associated with the Product.

  • Category: This allows you to define a type for your Product that can be used with some integrations.

  • Subcategory: This allows you to define a subcategory for your Product.

  • Unit of Measure: This is the "unit" for the quantity (lots, servers, cables, etc.)

Once you've input the appropriate information, click Submit

Now that you've finished setting up the basic product information, you can set up the Product's Pricing. To continue, click the Rates tab.

Setting up the Pricing

You can set up the pricing for your Product using our Variable Rates logic. You can learn more about Variable Rates in that help article.

One note about pricing: The pricing you set up on your Products is assumed to be in your account's default currency. If you include the Product in a Project that's defined in another currency, the platform will use the conversion rate input into ScopeStack to translate the pricing from the default currency to the currency defined in the Rate Table on the Project.

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