# Products and services

> Add the products and services you sell, with their prices, stock, variations and booking settings.

Source: https://help.clockworkcrm.com/products/products-and-services
Last updated: 2026-09-28

Products and services are what you sell. They are added to opportunities as line items, and a
service can also be booked online.

- A **product** is a physical or stock item, with a SKU, a price, a cost and stock levels.
- A **service** is work you deliver, with a code and a billable rate.

## The catalogue

**Products & Services → List Products & Services**, or **Catalogue** in the app's top bar, lists
everything you sell.

![The product and service list, with category, price, code and when each was last changed](https://clockworkcrm.blob.core.windows.net/public-internal/docs/products/product-list.png?v=ad9e827e)

The filters above the list:

| Filter | What it does |
|---|---|
| **Type** | Shows **All**, **Products** or **Services** |
| **Category** | Shows one category. Child categories are indented under their parent |
| **Search for a product or service** | Finds items by name as you type |

The list's columns:

| Column | What it shows |
|---|---|
| Image | The first image in the item's media, or an image made from its initials |
| **Name** | The name, and the first 100 characters of the description |
| **Category** | The item's category, or a dash |
| **Price / Rate** | A product's price, or a service's billable rate |
| **SKU / Code** | A product's SKU and code, followed by the SKU and code of each variation. A service's code |
| **Last Modified** | When the item was last changed, and by whom |
| **Actions** | The actions menu |

Double-click a row, or choose **Edit** from its actions menu, to open the item in a panel at the
side of the list. The actions menu also holds:

- **Copy**, which makes a copy of the item named "*name* Copy". A product's copy includes its
  variations, measurements, stock figures, tags, properties, media and highlights. A service's copy
  includes its tags, properties, staff, resources and media.
- **Delete**, which removes the item after you confirm.

## Adding a product

1. Go to **Products & Services → Add Product**, or **Add Product** in the top bar.
2. Fill in the **General Details** tab. **Name** is the only required field.
3. Add any variations, tags, media and highlights on the other tabs.
4. Select **Save**.

When the product is saved, the catalogue opens with the new product in the side panel.

![The Add Product form, on its General Details tab](https://clockworkcrm.blob.core.windows.net/public-internal/docs/products/add-product-form.png?v=42e6d787)

### General Details

| Field | What it does |
|---|---|
| **Name** | Required. Up to 50 characters |
| **Category** | The category the product belongs to, or **None**. The category decides which property groups and measurement groups the product has. See [Categories](https://help.clockworkcrm.com/products/settings#categories) |
| **Find manufacturer...** | The company that makes the product, chosen from your companies |
| **Short Description** | A one or two line summary, shown where the full description is too long. Written in the rich text editor |
| **Description** | The full description, written in the rich text editor |

Under **Product Details**:

| Field | What it does |
|---|---|
| **SKU** | Your stock keeping unit for the product |
| **Code** | Your code for the product |
| **Price** | What you sell the product for |
| **Cost** | What the product costs you |
| **Stock** | How many you hold |
| **Reorder Point** | The stock level at which to reorder |
| **Search HS codes...** | The product's Harmonised System commodity code, chosen from the list of HS codes |

The stock you enter when you add a product is recorded in its stock history as **Manual Add**, with
the reason "Initial stock". If you change **Stock** later and save, the change is recorded as a
**Stock Take** with the reason "Updated via product save".

### Variations

Variations are versions of the product, such as sizes or colours. **Add Variation** adds one. A new
variation starts with the product's SKU, code, price, cost, reorder point and HS code, which you can
then change.

Each variation is a panel showing its name, or its SKU if it has no name, with its price and stock.
Open the panel to edit it:

| Field | What it does |
|---|---|
| **Name** | The variation's name, such as "Large" |
| **SKU** and **Code** | The variation's own identifiers |
| **Price** and **Cost** | The variation's own price and cost |
| **Stock** and **Reorder Point** | The variation's own stock level and reorder level |
| **Search HS codes...** | The variation's HS code |
| **Measurements** | The variation's measurements. A variation uses the product's measurement values, shown as **Inherited**, until you enter its own |

**Remove** takes the variation off the product. It is deleted when you save.

### Properties

The **Properties** tab appears when the product's category, or a category above it, has default
property groups. It shows the properties in those groups, grouped under the group names. Changing
the category changes which properties are shown. See [Properties](https://help.clockworkcrm.com/products/settings#properties).

### Tags

**Tags** holds labels for the product. Products use their own set of tags, separate from contact
tags.

### Media

**Select Media** opens the file browser to choose images, manuals or videos to attach. Drag the files
to put them in order: the first image is the one shown in the catalogue. The cross on a file removes
it.

Media added to a product or service is made publicly available.

### Highlights

Highlights are the product's key selling points. **Add Highlight** adds a line. Pressing Enter in a
highlight adds a new line and moves to it. The cross removes a highlight.

### Measurements

The **Measurements** tab appears when the product's category, or a category above it, has default
measurement groups. Each group is listed with its measurements, and you enter a value for each one in
the measurement's display unit. See [Measurements](https://help.clockworkcrm.com/products/settings#measurements).

## Editing a product

Opening a product from the catalogue shows it in a side panel with the same tabs as the Add Product
form, plus **Stock**. **Save** keeps your changes and the panel stays open. The cross at the top
closes it.

On the **Media** tab of the panel, files already on the product are listed under **Existing Files**
and newly chosen ones under **New Files**. Removing an existing file deletes it straight away, after
you confirm.

## Stock

The **Stock** tab of a product's panel has a row for **Product Stock** and a row for each saved
variation. Each row shows the stock, the reserved stock and the available stock. Open a row to see:

| Figure | What it is |
|---|---|
| **Actual** | How many you hold |
| **Reserved** | How many are set aside for orders |
| **Available** | Actual minus reserved |
| **Reorder Point** | The level at which to reorder |

Reserved stock is set through the Clockwork CRM API, which can reserve, release and fulfil stock.
See [API keys and webhooks](https://help.clockworkcrm.com/admin/api-and-webhooks).

![The Stock tab of a product with variations: actual, reserved and available stock for each](https://clockworkcrm.blob.core.windows.net/public-internal/docs/products/product-stock-tab.png?v=aa1a1a86)

### Adjusting stock

1. Open the product or variation under **Stock**.
2. Under **Add Adjustment**, choose the **Type**.
3. Enter the **Quantity**, or for a stock take, the number **Counted**.
4. Optionally enter a **Reason (optional)**.
5. Select **Apply**.

Adjustments take effect straight away. You do not need to save the product.

| Type | What it does |
|---|---|
| **Manual Add** | Adds the quantity to the stock |
| **Manual Remove** | Takes the quantity off the stock |
| **Stock Take** | Sets the stock to the number counted. The field shows the current stock next to it. If you leave the reason empty, it is recorded as "Stock take: counted *x*, was *y*" |
| **Return** | Adds the quantity to the stock |
| **Damaged** | Takes the quantity off the stock |

### Stock history

**History** lists the adjustments for the product or variation, with their **Date**,
**Type**, **Qty** and **Reason**. Additions show as positive numbers and removals as negative. The
history also shows **Sale Reservation** and **Sale Release** entries. **Load more** shows the next
20 entries.

## Adding a service

1. Go to **Products & Services → Add Service**, or **Add Service** in the top bar.
2. Fill in the **General Details** tab. **Name** and **Code** are required.
3. Fill in **Online Booking** if the service can be booked through a booking link.
4. Select **Save**.

### General Details

| Field | What it does |
|---|---|
| **Name** | Required. Up to 50 characters |
| **Code** | Required. Up to 50 characters |
| **Category** | The category the service belongs to, or **None**. The category decides which property groups the service has |
| **Tax Rate** | The tax rate for the service, or **None** |
| **Service colour** | The colour shown next to the service in booking lists. **Clear colour** beside it removes the colour |
| **Short Description** | A one or two line summary, shown where the full description is too long |
| **Description** | The full description |
| **Billable Rate** | What you charge. The rate can be time based, such as per hour or per day, or unit based |
| **Tags** | Labels for the service. Services use their own set of tags |

When the service is added to an opportunity, you give it a quantity, which is counted against the
billable rate.

### Online Booking

**Online Booking** sets how the service is booked. These settings apply whenever a booking link
offers the service. See [Booking links](https://help.clockworkcrm.com/admin/booking-links).

![The Online Booking tab of a service](https://clockworkcrm.blob.core.windows.net/public-internal/docs/products/add-service-booking.png?v=db0d064a)

| Field | What it does |
|---|---|
| **Duration (minutes)** | How long the service takes. At least one minute. A new service starts at 60 |
| **Padding before (minutes)** | Time blocked out before the appointment, for set-up or travel |
| **Padding after (minutes)** | Time blocked out after the appointment, for clean-up or notes |
| **Starts after (minutes)** | Under **Processing Window**: how far into the service the gap starts |
| **Lasts for (minutes)** | Under **Processing Window**: how long the gap lasts |
| **Find staff...** | The users who can deliver the service |
| **Find resources...** | The resources the service needs. A booking takes any one available resource from the list |
| **Find a form...** | Under **Intake Form**: a form for the customer to fill in after booking |

The processing window is a gap part way through the service when the staff member is free for other
bookings while the service carries on without them, such as a treatment developing. Leave both
fields blank if the service has no such gap.

Add every interchangeable resource, such as two treatment rooms, so a booking can use whichever is
free. Leave resources empty when only the person is needed, such as for an online meeting. Resources
are set up in [Tags and resources](https://help.clockworkcrm.com/admin/tags-and-resources).

When a service has an intake form, the customer is emailed a link to the form after booking. Each
email uses one email send credit.

### Properties and Media

The **Properties** tab appears when the service's category, or a category above it, has default
property groups. **Media** works as it does for products.

Opening a service from the catalogue shows it in a side panel with the tabs **General Details**,
**Online Booking**, **Properties**, **Tags** and **Media**. **Save** keeps your changes.

## Permissions

What you can do in Products & Services depends on your team's permissions. See
[Teams and permissions](https://help.clockworkcrm.com/admin/teams).

| Permission | What it allows |
|---|---|
| **Add Product or Service** | Adding, editing, copying and deleting products and services, adjusting stock, and managing categories and measurements |
| **List & Search for Products and Services** | Opening the catalogue and **Detail Search** |

## Related

- [Categories, measurements and tax](https://help.clockworkcrm.com/products/settings), how products are organised and taxed
- [Opportunities](https://help.clockworkcrm.com/sales/opportunities), adding products and services to a deal
- [Booking links](https://help.clockworkcrm.com/admin/booking-links), offering services for online booking