Working with Products in a Project

ScopeStack allows you to add Products to your project. You can add products from a few different sources:

• Reusable Content from Settings: Create products in Settings, store them in ScopeStack, and add them to any project. Once added, you can update individual elements to customize them for the project context.
• Custom Product in your Project: Create products that only exist in a specific project. You can do this by:
  • Creating a Custom Product: Use the interface to input the product information directly.
  • Importing a spreadsheet of Products: Upload a formatted spreadsheet with the appropriate columns.

Once products are added to your project, you can control their inclusion in or exclusion from the project price via the Payment Term settings.

Adding a Product from Settings

To add a reusable product from Settings, first set up your product under Settings > Content > Product. Then navigate to your project and select Product > Product from the left menu.

On this screen: The Products page within a project shows a card with the project’s product list. The card header contains “Add Products,” “Add Custom,” and “Import Bill of Materials” buttons on the right side. The table lists products with columns including the product name (as a clickable link), quantity, unit price, and unit cost.

Click Add Products at the top right of the list to open the product search.

On this screen: A modal or slide-out panel provides a search field to find products from Settings. Results appear as selectable rows showing product name and description. A “Continue to Add” button appears once products are selected, leading to a review step where quantities can be adjusted before confirming.

Search for and select the products you want to add, then click Continue to Add to review your selections.

On the review page, you can adjust the quantity for each product. When finished, click Add Products to add them to the project.

Assigning a Shipping Location to a Product

For multi-site projects, you can associate each product with a specific project location — designating where that product will be shipped or installed.

Set the shipping location during the Add Product flow or by editing a product after it has been added.

On this screen: The Add Product dialog (or product edit form) shows a “Shipping Location” dropdown below the standard product fields. The dropdown lists all service locations on the project. For single-location projects, this field defaults automatically and is not shown.

The product table can be sorted by Project Location, making it easy to review all products and confirm each one is assigned to the correct site.

Product location information is included in merge data, so you can create location-specific product lists in your documents. For projects with only one location, products default to that location automatically.

Adding a Product from ConnectWise

To add products from ConnectWise Manage, set the Product Source to ConnectWise when searching for products to add.

On this screen: When searching for products to add, a “Product Source” selector appears above the search field. It defaults to ScopeStack (products from Settings) but can be switched to ConnectWise to pull products from a connected ConnectWise Manage instance.

Adding Custom Products to Your Project

When adding a custom product, you can define the following attributes:

• Name (required): The plain-English name of the product
• Quantity (required): The amount of the material, used to calculate pricing
• Unit of Measure: The unit for the quantity (lots, servers, cables, etc.)
• Description: Additional plain-English information about the product
• Manufacturer Part Number: The reference number from the manufacturer
• Internal Product ID: A unique ID for this product
• Vendor SKU: The vendor’s SKU for the product
• Category: A way to group products
• Subcategory: A subcategory within a group
• Shipping Location: For multi-site projects, the project location this product is allocated to

To define pricing, use one of the following approaches:

Option 1 — Direct pricing:

• Unit Price: Price per unit
• Unit Cost: Cost per unit

Option 2 — List price calculation:

• List Price: The vendor’s list price
• Vendor Discount (%): The discount the vendor provides
• Rebate (%): The rebate the vendor provides
• Markup (%): The markup you want to apply

The platform calculates Unit Price and Unit Cost from list price parameters using these formulas:

• Unit Cost: (List Price) - (Vendor Discount x List Price) - (Rebate x List Price)
• Unit Price: (Unit Cost x Markup) + Unit Cost

For example, with List Price: $1,000 / Vendor Discount: 25% / Rebate: 25% / Markup: 100%:

• Unit Cost: $1,000 - $250 - $250 = $500
• Unit Price: ($500 x 1) + $500 = $1,000

Billing Frequency

Products can be designated as one-time or recurring. When adding or editing a product, the Billing Frequency field lets you specify how the product is billed:

• One Time (default)
• Monthly
• Bi Monthly
• Quarterly
• Semi Annual
• Yearly

For recurring products, ScopeStack multiplies the unit cost and unit price by the number of recurring terms configured on the project. One-time products are unaffected by the term count.

Billing frequency is set when creating or editing a product, both for reusable products in Settings and for custom products on a project.

Creating a Custom Product in the Platform

Click Add Custom at the top right of the Products list. Enter the appropriate information and press Save to finish, or Save & Add Another to create additional products.

On this screen: A form for adding a custom product contains required fields for Name and Quantity, optional fields for Unit of Measure, Description, Manufacturer Part Number, Internal Product ID, Vendor SKU, Category, Subcategory, and Shipping Location. The pricing section shows fields for Unit Price and Unit Cost (direct pricing), or List Price, Vendor Discount (%), Rebate (%), and Markup (%) (list price calculation). Save and “Save and Add Another” buttons appear at the bottom.

The platform will display the calculated Unit Price and Unit Cost once you save.

Importing Custom Products

You can import custom products from a spreadsheet Bill of Materials in Excel or CSV format.

Before importing, clean up the spreadsheet so the relevant information aligns with the product attributes described above. Remove any content above the column headers, and make sure pricing attributes are in the correct format (list price in currency, vendor discount as a percentage, etc.).

When ready, click Import Bill of Materials at the top right of the Products page.

On this screen: At the top-right of the Products page, alongside “Add Products” and “Add Custom,” an “Import Bill of Materials” button appears. Clicking it opens a file picker to select an Excel or CSV file, followed by a column-mapping screen to align spreadsheet columns to product attributes.

You will be taken to a field mapping page. Align the spreadsheet columns to the available attributes. Name and Quantity are required; all other fields are optional. Scroll right to see additional columns.

If you import both a List Price and a Unit Price, the List Price calculation takes precedence. Unit Price and Unit Cost will be calculated from the list price inputs.

Click Process Import when ready. After a successful import, all products will appear on the Products page.

Permissions

The Products (projects.materials) permission under Settings > Roles controls access:

• View: See products on the project but cannot add or edit them.
• Create: Add products to a project.
• Manage: Full access — add, edit, remove, and import products.