> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a product

> Add a new product to your catalog with pricing, billing, and configuration details.

Creating a product allows you to define items that sales reps can add to quotes. You can set billing type, pricing details, variants, and associate the product with one or more catalogs.

## Prerequisites

You must have the **Admin** role to create products.

## Access the product creation screen

<Steps>
  <Step title="Navigate to Products & pricing">
    In the left side menu, click **Products & pricing**.
  </Step>

  <Step title="Open the Products screen">
    Click **Products**.
  </Step>

  <Step title="Start creating a new product">
    Click **+ New** to open the **New product** dialog. Select **One off product** (for a one-time payment) or **Recurring product** (for subscription billing), then click **Create** to open the creation form.
  </Step>
</Steps>

## Fill in general information

In the **General Information** section, enter the following details:

* **Name** (required): Product name (e.g., "Professional License", "Premium Support")
* **Reference**: Internal reference to identify the product
* **Description** (optional): Short description visible to sales reps and customers
* **Primary image** (optional): Upload a product image
* **Product Category** (optional): Assign to a category for catalog organization

<Tip>Choose the billing type carefully when opening the New product dialog—it determines how the product appears in quotes and how revenue is recognized.</Tip>

## Configure advanced settings

Expand **Advanced settings** to set additional attributes:

* **Product type**: Further classification of the product (e.g., software, service)
* **Unit of measure**: The unit used for this product
* **Units per pack**: Number of units included per pack
* **Language**: Language for the product content

## Associate the product with catalogs

In the **Linked catalogs** section:

1. Click the **Catalog** field to open the list of available catalogs
2. Select one or more catalogs to associate with this product
3. The selected catalogs appear as tags

<Warning>A product must be associated with at least one catalog to appear in quote templates using that catalog.</Warning>

## Enter external identifiers

If you integrate with external systems (CRM, ERP, accounting), enter the corresponding identifiers:

* **CRM ID**: Product identifier in your CRM
* **ERP ID**: Identifier in your ERP
* **Accounting ID**: Identifier in your accounting software

<Info>External IDs are optional but recommended for bidirectional sync with other platforms.</Info>

## Define status and API name

In the right-hand side panel:

* **Active** (required): Set to **Active** to make the product available for quotes, or **Inactive** to hide it
* **API name** (required): Automatically generated technical identifier based on the product name

<Warning>The **API name** can only be changed at creation. Once saved, it cannot be modified to ensure integration stability.</Warning>

## Save the product

Click **Save** at the top right to create the product.

## What happens next

Once saved, the product becomes available in catalogs and can be added to quotes. To set pricing, you must create or update a pricebook associated with the catalog.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The product doesn't appear in my quote template">
    Verify that the product is associated with the catalog used by your template. Check the **Collections** block and add the relevant catalog if needed.
  </Accordion>

  <Accordion title="I can't change the API name after saving">
    The API name is locked after creation to maintain integration consistency. If you need a different API name, create a new product and archive the old one.
  </Accordion>

  <Accordion title="How do I set prices for this product?">
    Pricing is managed separately in pricebooks. Navigate to **Products & pricing** > **Pricebook**, then add or edit a pricebook associated with your catalog.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Manage products" icon="box" href="/user-guide/catalog/how-tos/manage-variants">
    Edit, archive, and organize your product library
  </Card>

  <Card title="Create a catalog" icon="books" href="/user-guide/catalog/how-tos/create-product">
    Group products into catalogs for specific markets or segments
  </Card>

  <Card title="Create a pricebook" icon="tags" href="/user-guide/catalog/how-tos/create-pricebook">
    Define pricing for products in a catalog
  </Card>

  <Card title="Create a bundle" icon="box-open" href="/user-guide/catalog/how-tos/create-bundle">
    Package multiple products together as a bundle
  </Card>
</CardGroup>