Products

Understanding Products in the Quantum Heaps: Overview:- Products is your catalog — every item or service your team sells, each with its own pricing, cost, billing setup, and tax configuration. Once a product exists here, it can be tied to opportunities so deal value calculates automatically instead of being tracked in a spreadsheet on the side. Note: Unlike some CRMs, Quantum Heaps doesn’t use a separate Pricebook layer — pricing, cost, billing cycle, and tax all live directly on the product record itself. What Products Is Used For Use the Products module to:

• Maintain a catalog of everything your team sells, each with a unique code and SKU
• Set price, cost, billing cycle, billing frequency, and tax per product
• Organize your catalog into categories for faster browsing
• Track variants of the same product — size, tier, configuration — without creating duplicate records
• Attach supporting files (specs, datasheets, contracts) directly to a product
• Keep a full audit trail of every pricing or field change

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Creating a Product

Click Add Product on the landing page and fill in:

• Product Name — Accepts special characters; long names display correctly without breaking layout
• Category — Assigns the product to one of your configured categories
• Product Code — Required, must be unique
• SKU — Decimal values supported
• Price — anything uploaded to the account, with download and delete options
• Cost — Decimal values supported
• Billing Cycle — Configured per product
• Billing Frequency — Configured per product
• Tax Percentage — Configured per product

Click Save — the product appears immediately in your catalog.

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Viewing and Managing Your Catalog

The landing page shows your full catalog with key columns — Name, Category, Code, SKU, Billing Cycle. From here you can:

• Search by product name — only matching products display
• Filter by a date range to narrow by when a product was created
• Sort by creation date
• Manage Columns — show, hide, or reorder what’s visible in the table
• Select multiple products via checkbox to act on them together
• Open the 3-dot menu on any row for quick Edit or Delete
• Navigate pages using the pagination controls at the bottom

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Organizing Your Catalog with Categories

From the product settings page:

1. Click Add New Category
2. Enter a name and save

The category is now selectable when creating or editing any product, and shows as a column in the catalog list. You can edit or delete a category from its row at any time — but duplicate category names aren’t allowed and will trigger a validation error.

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Viewing a Product

Open any product to see:

• Product Information — every field entered at creation (Name, Category, Code, SKU, Product Units, Tax Percentage, and any other active fields), all editable directly on the page
• Pricing & Costing — Price and Cost, editable at any time with full decimal support; updated values reflect immediately
• Variations — manage every variant of this product (see below)
• Associated Files — specs, datasheets, or contracts attached to the record, viewable and downloadable
• Timeline — a chronological audit trail of every field update, pricing edit, variation change, and file addition, each timestamped

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Managing Product Variations

If a product comes in more than one version — size, tier, configuration — track it as a variation rather than a separate product:

1. Open the product’s detail page and go to Variations
2. Click Add Variation
3. Enter the variation name and its values — decimal values are accepted and calculated correctly
4. Click Save — it appears listed under the product

Edit a variation anytime by clicking its edit action and updating values; delete one and it’s removed immediately, no confirmation delay.

Attaching Files to a Product Open the Associated Files section on a product’s detail page, click Add, and upload. The file appears listed immediately and can be downloaded by anyone with access to the product.

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Linking Products to Opportunities

Once a product is set up, add it to an opportunity’s Products section to track deal value — its price feeds directly into the opportunity’s value calculation, and probability can be added or adjusted from the same view.