# Categories, measurements and tax

> Organise products into categories, define measurements, and set the tax rates and invoice details used on quotes and invoices.

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

The Products & Services app's top bar holds the settings behind your catalogue: **Categories**,
**Measurements**, **Tax Rates**, **Invoice Settings**, **Properties** and **Detail Search**. The
**Products & Services** menu has the same pages as **Product Categories**, **Product Measurements**,
**Tax Rates**, **Invoice / Quotation Settings**, **Properties** and **Advanced Search**.

## Categories

**Categories** groups products and services into a tree. A category can hold child categories, such
as Clothing → Shirts.

![The category list, with a category's details open](https://clockworkcrm.blob.core.windows.net/public-internal/docs/products/product-categories.png?v=faee02a9)

The tree is on the left. Each category shows how many child categories and how many products it
holds. **Search** filters the tree by name.

| To | Do this |
|---|---|
| Add a top-level category | Select the plus at the top of the tree (**Add category**), enter the **Category name** and select **Add Category** |
| Add a child category | Select the plus on the parent's row (**Add child**), enter the **Child name** and select **Add** |
| Move or reorder a category | Drag it to a new place in the tree, or onto another category to make it a child. The new order is saved straight away |
| Rename a category | Select it, change **Category Name** and select **Save** |
| Archive a category | Select it and choose **Archive this category**, then confirm |

### A category's details

Selecting a category opens its details on the right.

| Section | What it does |
|---|---|
| **Category Name** | The category's name. **Save** keeps a new name |
| **Default Measurement Groups** | The measurement groups products in this category have. Choose a group under **Add measurement group** and select **Add**. The cross on a group removes it. Measurements apply to products only, so services in the category ignore them |
| **Default Property Groups** | The property groups products and services in this category have. Choose a group under **Add property group** and select **Add**. The cross on a group removes it |
| **Products** | The products in the category, with their **SKU**, **Code**, **Cost**, **Variations** and when they were **Modified**. Select a product to open it. The search box filters the list |

A category also has the default groups of every category above it. For example, if Clothing has a
Dimensions measurement group, products in Clothing → Shirts have it too.

A product or service with no category, or whose categories have no default groups, shows no
**Properties** or **Measurements** tab.

## Measurements

**Measurements** holds the measurements you record on products, organised into measurement groups.
For example, a Dimensions group holds width, height and depth in millimetres, and weight in grams.

![A measurement group and the measurements in it](https://clockworkcrm.blob.core.windows.net/public-internal/docs/products/product-measurements.png?v=78c42028)

The tree on the left shows the groups and the measurements in each. **Search** filters it by name.

### Adding a measurement group

1. Select **Add group** at the top of the tree.
2. Enter the **Group name**.
3. Select **Add Group**.

Selecting a group shows its **Group Name**, which you can change and **Save**, and the
**Measurements in this group**. **Delete this group** deletes it after you confirm. Its measurements
are kept, and become ungrouped.

### Adding a measurement

**Add measurement** appears once you have at least one group.

1. Select **Add measurement** at the top of the tree.
2. Fill in the fields below.
3. Select **Add Measurement**.

| Field | What it does |
|---|---|
| **Name** | The measurement's name, such as "Shipping Weight" |
| **Unit Group** | The kind of quantity, such as **Length**, **Mass**, **Area**, **Volume** or **Time**. It cannot be changed after the measurement is added |
| **Display Unit** | The unit the value is entered and shown in, such as millimetres. The list shows the units in the chosen unit group |
| **Group** | The measurement group it belongs to |

Selecting a measurement lets you change its **Name**, **Display Unit** and **Measurement Group**,
then **Save**. You can also drag a measurement onto another group in the tree to move it.

The copy icon on a measurement (**Duplicate**) makes a copy named "*name* (Copy)" in the same group.
**Delete this measurement** removes it after you confirm.

## Tax rates

**Tax Rates** lists the tax rates you can choose on services and on the line items of an
opportunity.

![The tax rate list](https://clockworkcrm.blob.core.windows.net/public-internal/docs/products/tax-rates.png?v=bc018bab)

The list shows each rate's **Name**, its **Tax Percentage**, and its **Created Date** with who
created it. **Search for tax rates** finds a rate by name.

To add a rate:

1. Select **Add Tax Rate**.
2. Enter the **Name**, such as "Standard VAT".
3. Enter the **Rate (%)**.
4. Select **Save**.

Both fields are required. Existing rates cannot be changed, so that past reporting stays correct.
Double-clicking a rate opens it to view.

**Archive** on a rate's actions menu removes it from the list after you confirm.

## Invoice and quotation settings

**Invoice Settings** holds the details printed on invoices and quotations. You can keep more than one
set, for example one for each of your companies. When you download an invoice or quotation from an
opportunity, you choose the set to use under **Use Settings**.

![The invoice and quotation settings form](https://clockworkcrm.blob.core.windows.net/public-internal/docs/products/invoice-settings-form.png?v=a9dc3c10)

**Add Invoice Settings** opens the form. **Search invoice settings** finds a set by name.

| Field | What it does |
|---|---|
| **Name** | Required. The name of the set, shown when you choose it |
| **Email** | Your email address, printed on the document |
| **Telephone** | Your telephone number, printed on the document |
| **Website** | Your website, printed on the document |
| **Company Address** | **Address Line 1**, **Address Line 2**, **City**, **County / State** and **Postcode / Zip** |
| **Registered Office Address** | The same fields, for your registered office. It is printed only when it differs from the company address |
| **Notes** | Text printed under **Notes** on the document |
| **Terms and Conditions** | Text printed under **Terms and Conditions** on the document |
| **VAT Number** | Printed on the document |
| **Registration Number** | Printed on the document as the **Company Number** |
| **Region Locale** | Where the company is registered, printed as "Registered in ...": **England and Wales**, **Scotland**, **Ireland**, **United States of America**, **Canada**, **New Zealand** or **Australia** |
| **Invoice / Quotation Logo** | The logo shown on the document. **Set Logo** chooses an image from the file browser |

The arrow buttons between the two addresses copy one address into the other.

A set's actions menu holds **Edit**, **Delete Logo**, which removes the logo, and **Delete**, which
deletes the set. Both ask you to confirm.

## Properties

**Properties** holds custom properties for products and services. One set of properties is shared by
both.

Properties sit in property groups, and you need a group before you can add a property.

1. Select **Add group** at the top of the tree, enter the **Group name** and select **Add Group**.
2. Select **Add property** (the plus) to add a property to a group. The property form works as it
   does for [custom properties](https://help.clockworkcrm.com/general/custom-properties).

Selecting a group shows its **Group Name**, which you can change and **Save**, and its fields. Drag
groups and properties in the tree to reorder them, or drag a property onto another group to move it. The bin icon on a property
deletes it. A group can be deleted only when it has no properties in it.

A property group shows on a product or service only when it is one of its category's
**Default Property Groups**. See [Categories](https://help.clockworkcrm.com/products/settings#categories).

## Advanced search

**Detail Search** offers **Search Products** and **Search Services**. Each works in the same way as
[the contact search](https://help.clockworkcrm.com/contacts/searching#advanced-search), with filters, OR groups, columns, sorting,
saved filters and **Export**. Search codes are not available.

The product search can filter and show the product's details and stock figures, its variations,
highlights, tags, custom properties and each of your measurements.

The service search can filter and show the service's details, rate, category, online booking times,
staff, resources, intake form, tags and custom properties.

## Permissions

**Categories** and **Measurements** need the **Add Product or Service** permission. See
[Teams and permissions](https://help.clockworkcrm.com/admin/teams).

## Related

- [Products and services](https://help.clockworkcrm.com/products/products-and-services)
- [Opportunities](https://help.clockworkcrm.com/sales/opportunities), where tax rates and invoice settings are used