Create a product library of the goods and services you sell, then associate them with individual deals. With products, you can easily track what you're selling to your customers. When you associate a product to a deal or quote, you are adding a line item, which is one instance of that product. Review the differences between a product and a line item:
- Product: a product represents a good or service that you sell. You can create and manage products in the product library.
- Line items: when you associate a product with a deal record or a quote, you are associating one instance of that product as a unique line item. The line item is no longer connected to the product, and any updates to the original product's information in the product library will not apply to the line items that are already associated with your deal records.
This article will go over how to create and manage products in the product library. To edit your line items, learn more about using the line items editor.
Please note: any user can view and edit line items on a deal or quote, but you must have Create custom line items permissions to create new custom line items.To create and edit products in the product library, you must be a user with Manage product library permissions in a Professional or Enterprise account.
Learn more about viewing and editing line items in the line item editor.
Create a Product
You can import multiple products, or create an individual product:
- In your HubSpot account, click the settings settings icon in the main navigation bar.
- In the left sidebar menu, navigate to Objects > Products.
- Click Create product.
- In the right panel, customize your product details:
- Name: enter a name for the product or service.
- SKU: if you use different SKUs to identify and track your products or services, enter a name for the SKU. Each product must have a unique SKU.
- Description: enter a description of the product, such as product features, additional options, or measurements.
- Images: enter an image URL. The image itself will not render but you can include the link to the file for quick access.
- URL: if you store your products somewhere outside of HubSpot, such as Shopify, you can enter the page URL that links to that other location.
- Folder: if you're organizing your products into different folders, click the Folders dropdown menu and select a folder.
- Price [currency]: enter the product's value in your account's currency.
- Billing frequency: select how often you will bill your contacts for the product or service.
- Unit cost: enter the cost per unit, then HubSpot calculates the margin based on everything you sell. This lets you know how much money you're making per sale.
- Multi currency prices: if you're using multiple currencies in your account, you will need to manually enter the price for each corresponding currency in the designated fields.
- Term length: enter a term length in months or in years.
- Click Save, or click Save and add another to create an additional product.
Manage your Products
In the product library, you can delete products, organize products into folders, or export your products from HubSpot.
- In your HubSpot account, click the settings settings icon in the main navigation bar.
- In the left sidebar menu, navigate to Objects > Products.
- To sort products by metric, click the respective column header.
- If you are using HubSpot's integration with Shopify, click the Source dropdown menu and select a store name to filter the products that are syncing with Shopify.
- To reorder the table, click and drag the columns to the desired location.
- To organize your products into different folders:
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- In the upper right, click the Actions dropdown menu, then select Create folder.
- Enter a folder name, then click Add folder.
- To move a product to a folder, hover over the product, click the Actions dropdown menu, then select Move.
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- In the dialog box, select a folder, then click Move.
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- You can also move multiple products at once by selecting the checkboxes next to the products to move, then clicking Move at the top of the table.
- To export your products:
- Select the checkboxes next to the products to export, or select the checkbox next to the Name column heading to select all products.
- At the top of the table, click Export.
- In the dialog box, select a file format from the dropdown menu, then click Export.
- You can delete multiple products at once by selecting the checkboxes next to the products to delete, then at the top of the table, click Delete.
