Create and manage products

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, quote, invoice, or payment link, 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 is 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, quote, invoice, or payment link, 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 records.

Please note: any user that has access to the respective objects, can view and edit line items on a deal, quote, invoice, or payment link, but they 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 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, navigate to Commerce > Products.
• In the upper right, click Create product. Or, to import multiple products, click Import.
  
  
• In the right panel, customize your product details. To customize the properties that appear, click Edit this form at the top.:
  • 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.
  • Product Type: select a product type to categorize your product library. This field is especially crucial to ensure your products sync correctly with other apps, such as Netsuite.
    • Inventory: a physical product that you keep in-stock.
    • Non-inventory: a physical product that you don't keep in stock.
    • Service: a non-physical product.

• • Image Url: enter an image URL, or click Select image to select a previously uploaded image from your file manager. 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. 

• • 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, so you can understand 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 specified fields.
  • Term: enter a term length in months.
  • Other custom properties: in addition to the above default properties, any custom product properties that you've created will appear in the sidebar.
• Click Save, or click Save and add another to create an additional product.

Please note: you can add a discount value for your product from the line items editor.

Manage products

On the products index page, you can view and filter your products, along with editing, cloning, deleting, and more.

To. manage existing products:

• In your HubSpot account, navigate to Commerce > Products.
• To sort products, click the respective column header.
• To filter the products that are displaying, click Advanced filters. The filters can be used to create customized views to be used individually, or shared with team members. Learn more about filtering records and saving views.
• To reorder the table, click the dragHandle drag handle and drag the columns to the desired location.
• To add or remove table columns, click Edit columns in the top right of the table.
• To edit a product:
  • Click the product name or hover the product and click Preview.
  • Update its details in the right sidebar, then click Save.
• To update multiple products at once:
  • Select the checkboxes next to the products.
  • At the top of the table, click Edit.
  • In the dialog box, click the dropdown menu and select the property that you want to update. Then, set the new property value and click Update.
• To clone a product, click the product name or hover the product and click Preview, then click Actions and select Clone.
• To delete a product:
  • Select the checkboxes next to the products.
  • At the top of the table, click Delete.
  • In the dialog box, confirm the number of products to delete, then click Delete.
• To restore products that have been deleted in the past 90 days, click Actions in the upper right, then select Restore records. The recycle bin will open in a new browser tab or window. Learn more about restoring records.
• To export a spreadsheet containing your products:
  • Click Export in the top right of the table.
  • In the dialog box, select the File format, properties to include in the export, and the Export language. Then, click Export. Learn more about exporting records.