# Managing Products, Prices, and Subscriptions in "Edara CRM" > Source: https://help.getedara.com/en/articles/90000038-managing-products-prices-and-subscriptions-in-edara-crm · Category: Edara CRM › Products and quotes · العربية: https://help.getedara.com/ar/articles/90000038-%D8%A5%D8%AF%D8%A7%D8%B1%D8%A9-%D8%A7%D9%84%D9%85%D9%86%D8%AA%D8%AC%D8%A7%D8%AA-%D9%88%D8%A7%D9%84%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D9%88%D8%A7%D9%84%D8%A7%D8%B4%D8%AA%D8%B1%D8%A7%D9%83%D8%A7%D8%AA-%D9%81%D9%8A-%D8%A5%D8%AF%D8%A7%D8%B1%D8%A9-%D8%B9%D9%84%D8%A7%D9%82%D8%A7%D8%AA-%D8%A7%D9%84%D8%B9%D9%85%D9%84%D8%A7%D8%A1 When a rep prices a deal from memory or an old price sheet, the customer gets a price that isn't the one in the system, or is promised an item that has run out, and the gap only shows once the customer agrees. And in companies that sell subscriptions next to hardware, a manager struggles to tell how much comes in every month, and how much of the revenue repeats and how much is paid once. With the same catalogue as in "Edara" inside the deal, a rep picks the item at its right price and sees its stock before promising it, and tax and discounts are worked out by themselves. A monthly subscription and an installation fee sit on one deal, so the recurring revenue shows per month and per year along with the renewal date, and a manager knows what each product sells and where it stalls. ## Follow the Steps You find a product or add a new one, price it on a deal, and see how it's selling. ### Finding a Product and Refreshing Its Stock The "Products" screen is the catalogue: the items that come in from "Edara", plus the products you add yourself. The "Source" column says "Edara" for an item linked to "Edara", and "Manual" for a product not created in "Edara" yet: 1. Choose " **Products** " from the side menu, and type in " **Search products…** ". The list narrows as you type. 2. Narrow it further with a chip: "All", "Active", "Edara Items", "In Stock" or "Out of Stock". To show other columns such as "Minimum price" and "Purchase price", click "Choose columns". 3. To refresh the stock of every "Edara" item, click " **Sync Stock** ". You see "Stock sync started", then "Stock synced" with the count. 4. To refresh one product, click the refresh arrow (" **Refresh from Edara** ") next to its number in the "Stock" column. Hover the number to see when it last synced. > **Note:** Admins, Sales Directors and Sales Managers refresh stock. Everyone else sees the numbers without the refresh controls. Service items have no stock, so their cell shows a dash. ### Adding a New Product If you sell something that isn't in "Edara" yet, add it to the catalogue here. It is created in "Edara" when the first deal that uses it is pushed: 1. On the "Products" screen, click " **Add Product** ". The "Add Product" dialog opens. 2. Type the " **Product name** ", the only required field. Choose the " **Type** ": "Stock item" for physical stock, or "Service item" for anything you don't stock. 3. Fill in "SKU", "Category", "Unit price", "Currency", "Tax rate (%)" and "Description" as needed. If subscriptions are on, set "Billing" and the "Default term" too. 4. Click " **Create Product** ". You see "Product created ✓", and the product shows in the list with "Manual" as its source. To change a product later, click its cell on the Products list, such as its name, SKU, unit price or currency, and type the new value in place. When you add the product to a deal in another currency, its price is converted into the deal's currency. > **Note:** A product's "Type" can't be changed after it is created, so choose it with care. Admins, Sales Directors, Sales Managers, Sales Supervisors and Sales Persons add and edit products. Other roles only view the catalogue. ### Pricing Products on a Deal The products you add to a deal set its value. Whether a line repeats is set on the line, not on the deal, so a monthly subscription and a one-time line sit on the same deal: 1. Open the deal, and on its " **Products** " card click " **+ Add** ". The "Add products to deal" editor opens. 2. Click " **+ Product** ", type in the "Products" box to search the catalogue, and pick the product. In the "Price" column choose where the price comes from: "Sales price", "Dealer price" or "Super dealer price". Typing your own number switches the line to "Custom price". 3. Set the "Quantity" and the "Discount", as a percentage or an amount. For a subscription, set " **Billing** " to "Weekly", "Monthly" or "Yearly", and the " **Term** " to the number of periods. A product sold on a repeating basis fills in both by itself. 4. Under " **Amounts are** ", choose "No tax", "Tax exclusive" or "Tax inclusive". Each line has its own rate in the "Tax %" column. To give every line the same rate, type it in "Rate %" and click " **Apply to all lines** ". 5. Click " **Save** ". You see "Products saved", and the deal's value updates. A repeating line totals quantity × price × term, so ten seats at 900 a month for 12 months come to 108,000. If you leave the Term empty, it reads "Until cancelled" and the total assumes 12 months; the screen says so, so nobody mistakes it for an agreed figure. These figures show on the deal's "Details" card: - **One-time** : the non-repeating lines added up. - **MRR** : monthly recurring revenue, the repeating lines brought to one month, so a yearly rate counts as one twelfth. - **ARR** : annual recurring revenue, MRR × 12. - **Renewal date** : the "Subscription start" plus the longest term on the deal. A subscription that runs until cancelled has none. > **Note:** These figures are before tax and after every discount. The "Deal Currency" menu at the top of the editor converts every catalogue price into the currency you pick, while lines on Custom price keep the number you typed. ### Turning On Subscriptions Subscriptions are off until an admin turns them on, and "Billing" and "Term" don't show in the editor before that: 1. Go to " **Settings → Subscriptions** ", and turn on " **Sell subscriptions** ". 2. Under " **Periods in use** ", pick the billing periods the pickers offer: weekly, monthly or yearly. At least one must stay on. 3. Under " **A new recurring line starts at** ", pick the period a new repeating line starts with. It is only a starting value: any line can still be changed. Turning subscriptions off only hides the controls. A deal that already carries a subscription keeps its term, MRR and renewal date, and its price doesn't change. ### Seeing How a Product Is Selling Each product has a page that brings together its catalogue details, the deals that carry it, and the sales orders that include it: 1. Open the product's page: click its name on a deal's "Products" card, or find it in the top-bar search. The "Details" panel shows the type, SKU, category, unit price, currency and tax. 2. The main area shows the " **Open deals** ", " **Won deals** " and " **Lost deals** " that carry the product, each with a count and a value. For an "Edara" item it also shows " **Sales orders containing it (12 months)** ". 3. Click any figure, and a "Records" panel opens with the deals or orders behind it. Click " **Open as full list** " to see them as a list. 4. Click " **Back to products** " to return to the catalogue. The orders figure counts whole orders, not just this product's lines. The deal figures show only for roles that can see totals. The product page is read-only, so edit the product from the Products list. ## Important Things to Know - To choose which fields product search matches ("Name", "Item code", "Part number", "SKU" and "OE number"), an admin goes to "Settings → Company", in the "Product search" card. The choice applies wherever products are searched. - To remove products, tick them on the Products list and click "Move to Trash". They go to Trash, where they can be restored. See [Importing and Exporting Data and Restoring Deleted Records in "Edara CRM"](https://help.getedara.com/en/articles/90000049-importing-and-exporting-data-and-restoring-deleted-records-in-edara-crm) . - To turn a deal's products into a quote you send the customer, see [Creating and Sending Quotes in "Edara CRM"](https://help.getedara.com/en/articles/90000039-creating-and-sending-quotes-in-edara-crm) . - A Manual product is created in "Edara" when a deal that uses it is pushed. See [Connecting "Edara CRM" to "Edara" and Pushing Deals as Sales Orders](https://help.getedara.com/en/articles/90000040-connecting-edara-crm-to-edara-and-pushing-deals-as-sales-orders) . ## Try It Yourself Sample data — it doesn't affect any real data. Search for a product or click "Add Product", or open a deal and add a subscription from its "Products" card. ## You May Be Wondering **Why don't I see "Billing" and "Term" when I add a product to a deal?** Subscriptions are off until an admin turns them on in "Settings → Subscriptions". Once they are on, "Billing" and "Term" show on every line. **How is an open-ended subscription counted?** It reads "Until cancelled", and the total assumes 12 months; the screen says so. A deal like this has no renewal date. **Can I change a product from a stock item to a service item?** No, a product's "Type" can't be changed after it is created. Choose it with care when you add the product. **What happens to existing deals if we turn subscriptions off?** Turning subscriptions off only hides the controls. A deal that carries a subscription keeps its term, MRR and renewal date, and its price doesn't change.