How to create a product?

Follow this procedure to create a product:

1. Click the Manage tab.

2. Click Products.

3. Click Add

4. Enter product information in the general section.

5. Click Save.

To import or export your product list, refer to this article.

You can associate a product with another existing product.

Then, as soon as you add said product to a task, all associated products will also be added.

Example: When you add "Water Bottle" to a task, the associated product "Deposit Return" will also be automatically added.

 

To associate one product with another, Click the Associated Products tab and select the desired products.

 

Warning: It is possible that your ProgressionLIVE was configured so that its products are synchronized with an external system (an accounting software like QBO, Sage 50 or Acomba, for example).

If so, we strongly recommend that you create products directly in the external system and activate synchronization so as to import the new products into ProgressionLIVE.

Example: