Sales Management

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Products vs Services

In the Catalog, you can create Products, i.e tangible goods, or intangible goods, i.e Services rendered by a person.

Set the Type field of a Product to differentiate between a physical Product and a Service. By default new Products are created as physical Products.

When a Product of Type 'Service' is added to a Quote or Invoice, you can specify the Staff, i.e. person in your team or user in your account, who will be performing the work.

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