Add/Edit Products
The New Product and Edit Product screens allow you to enter and edit products in your Product Catalog. A ‘product’ in Rev.io is any item or service provided by your company, including physical goods, labor, services, licenses, etc. The fields on this screen may vary depending on the Product Type selected.
Product Status and Details
The Product Status and Product Details sections display when creating and editing products.
Each field in the Product Status section is defined below.
| Label | Definition |
| Status | Status of the product. Status options include Active and Inactive. |
Each field in the Product Details section is defined below.
| Label | Definition |
| Product Name | Name of the product. |
| Description | Description of the product. |
| Product Type | Type for the product. Default Type options in Rev.io include Labor, Non-serialized, Serialized, One-time Service, and Recurring Service. See the Menu Tabs: Settings article in the Rev.io Billing Help Center for more information on configuring custom Product Types in Rev.io Billing. |
| Category | Category for the product. See the System Settings: System Tables - Product Catalog article for more information on configuring category options. |
| Subcategory | Subcategory for the product. See the System Settings: System Tables - Product Catalog article for more information on configuring subcategory options. |
| List Price | Amount your company sells the product for in dollars and cents. |
| Standard Cost | Amount it costs your company to buy the product in dollars and cents. |
| UOM | Unit of measurement (UOM) for the product. UOM options include EA (each) and HR (hour). |
| UPC | Universal product code (UPC) for the product. |
| Provider | Provider for the product. For product types that support only one provider, this field displays in the Product Details section next to SKU/USOC so you can enter and edit it when adding or editing the product. |
| SKU/USOC | Stock keeping unit (SKU) or universal service order code (USOC) for the product. For product types that support only one provider, you can enter and edit the SKU/USOC here when adding or editing the product. |
| Select Manufacturer | Manufacturer for the product. This field displays if you select the Non-serialized or Serialized Product Type. See the System Settings: System Tables - Product Catalog article for more information on configuring manufacturer options. |
| Manufacturer Part # | Manufacturer part number for the product. This field displays if you select the Non-serialized or Serialized Product Type. |
| NOTE: If you are an existing Classic Rev.io customer, the Product Type dropdown will include all Product Types currently available in your Classic Rev.io environment. |
| IMPORTANT: While you can define custom Product Types in Classic Rev.io, please do not modify the Labor Product Type. Any products created for time entry reasons must be set to a Labor Product Type, and modifying this type in any way can impact your ability to create time logs in your instance. |
Features, Purchasing, and Admin
The Features, Purchasing, and Admin sections display only when creating new products.
| NOTE: The information entered in these sections will display as tabs on the product once it's been created. These fields can then be modified from those tabs rather than editing the product itself. See the Product Details: Features Tab, Product Details: Purchasing Tab, and Product Details: Admin Tab articles for more information. |
Each field in the Features section is defined below.
| Label | Definition |
| Feature Description | Enter various details, specifications, and notes about the product. |
Each field in the Purchasing section is defined below.
| Label | Definition |
| Provider | Provider for the product. See the System Settings: System Tables - Product Catalog article for more information on configuring provider options. For product types that support only one provider, the Provider field displays in the Product Details section instead. |
Each field in the Admin section is defined below.
| Label | Definition |
| Tax Class (Inherited) | Tax class of the product. The Tax Class is inherited from the Product Type selected on the product. |
| Override | Click to override the inherited tax class and select a different tax classification from the dropdown. See the Taxation Overview article in the Rev.io Billing Help Center for more information about configuring and overriding tax classes. |
| G/L Code | General ledger (G/L) code for the product. This field can be used to create a customizable product category list for reporting purposes. This list is configured in Rev.io Billing under Settings > Drop Down Editor > Product G/L Code. |
| Prorates on Activation | Click to prorate the product for the month it is activated for the customer. This field displays if you select a Recurring Product Type. |
| Prorates on Disconnect | Click to prorate the product for the month it is disconnected for the customer. This field displays if you select a Recurring Product Type. |
| Allow Price Adjustments | Click to allow price adjustments on the product at any time, including on tickets or quotes. |
| Requires Inventory Management | Click to enable inventory management on the product. This field displays if you have inventory management enabled in your instance. See the System Settings: Inventory article for more information. |
| Requires Serial Number Tracking | Click to enable serial number tracking on the product. This field displays if you select the Requires Inventory Management option. |
| Convert to Asset | Click to automatically create an asset for the customer when a transaction containing the product is posted. |
Product Image
The Product Image section allows you to upload an image of the product.
These actions are available on the New Product and Edit Product screens.
- Save the product by completing the fields above and clicking the Save button.
- Discard your changes by clicking the Cancel button.