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