Products
Overview
The product catalog stores everything you sell — physical products, services, subscriptions, or anything else you quote and invoice for. Products are used by the AI proposal generator to suggest relevant items when a new lead arrives, and can be added manually to proposals and invoices.Product fields
| Field | Details |
|---|---|
| Name | Required |
| SKU | Stock keeping unit — optional reference code |
| Description | Shown in proposals and invoices |
| Price | Selling price |
| Cost | Your cost price (internal, not shown to clients) |
| Currency | Currency for the price |
| Category | Group products by type |
| Tags | Labels for filtering and AI matching |
| Status | active, inactive, archived |
| Images | Upload multiple — the first image is the featured/primary image |
| Tax rate | Applied when the product is added to a proposal or invoice |
| Inventory tracking | Toggle on to enable stock quantity management |
| Stock quantity | Current units in stock (only when inventory tracking is on) |
| Low stock threshold | Triggers a product.low_stock workflow event when stock drops below this number |
Creating a product
- Go to Products in the sidebar
- Click New Product
- Fill in at minimum: name and price
- Optionally add images, inventory settings, and custom fields
- Click Save
Editing a product
Click any product in the list to open the detail view. All fields are editable. Click Save to apply changes.Deleting a product
In the product list, click the actions menu on a product row and select Delete. Confirm in the dialog. Deleted products are removed permanently.Search and filtering
- Search: Filters by name, description, and SKU in real time
- Status filter: Show
active,inactive,archived, or all products
Product images
Upload multiple images per product. Images are shown in a gallery. The first image uploaded becomes the featured image — it’s displayed in the product list and used in proposals. Drag to reorder images in the gallery.Inventory tracking
Enable Inventory tracking on a product to track stock levels:- Set the current stock quantity
- Set a low stock threshold — when stock drops to or below this number, a
product.low_stockworkflow event fires - You can wire this event to a workflow that sends you a notification (see Workflows)
Custom fields (Metafields)
You can add custom fields to all products in your organization:- Open any product’s detail page
- Scroll to Custom Fields
- Click Manage Fields to define field types: text, number, date, select, boolean
- Once defined, the field appears on every product — fill in values per product
CSV export
Click Export in the products list to download all products (including metafield values) as a CSV file.How products power AI proposals
When you click Generate Proposal from a lead, Financely sends your full product catalog to the AI along with the lead’s details. The AI analyses the lead’s needs and matches them to the most relevant products, then builds a proposal draft with those items pre-filled including your prices and descriptions.Troubleshooting
AI proposal is not suggesting the right products
AI proposal is not suggesting the right products
Check that the products have clear names and descriptions. Add relevant tags and categories. If your product catalog has many items, more specific descriptions help the AI narrow down the right matches for a given lead.
Low stock workflow is not triggering
Low stock workflow is not triggering
Make sure inventory tracking is enabled on the product and a low stock threshold is set. Also confirm you have a workflow configured with the
product.low_stock trigger. See Workflows for setup details.Product images are not displaying
Product images are not displaying
Images are stored in Firebase Storage. If images aren’t appearing, try re-uploading. Supported formats: JPG, PNG, WebP, GIF.