Creating Reusable Products

Much like with Services, ScopeStack allows you to build a library of Products for your projects.

To get started, you can navigate to Settings > Content > Product

On this screen: The Products list page under Settings. Shows a table of existing products with a search field and pagination. Two buttons appear in the upper right: Import Product and Add Product. Clicking a row opens the product for editing.

Here, you will see a list of products in your account. To create a new Product, click Add Product.

On this screen: The “Add Product” form. Fields include Name, Description, Manufacturer Part Number, Internal Product ID, Vendor SKU, Category, Subcategory, Billing Frequency, and Unit of Measure. A Save button in the header saves the new product. Tabs for Variable Rates, Accounting Codes, and Product Versions appear only after the product has been saved for the first time.

Here, you can define the different elements of the Product:

• Name (required): This is the plain English name of the Product.
• Description: This is a plain English description where you can add additional information about the Product.
• Manufacturer Part Number: This is the reference number from the Manufacturer for your Product.
• Internal Product ID: Your internal ID for the Product. If ScopeStack integrates into your product catalog, this will typically be the value used to “synchronize” the Product.
• Vendor SKU: This field lets you capture the Vendor’s SKU associated with the Product.
• Category: This allows you to define a type for your Product that can be used with some integrations.
• Subcategory: This allows you to define a subcategory for your Product.
• Billing Frequency: Designates whether the product is one-time or recurring. Available options are One Time, Monthly, Bi-Monthly, Quarterly, Semi-Annual, and Yearly. When a recurring product is added to a project, the platform multiplies its cost and price by the project’s recurring term count to calculate the total. This setting carries over as the default when the product is added to a project and can be changed per project.
• Unit of Measure: This is the “unit” for the quantity (lots, servers, cables, etc.)

Once you’ve input the appropriate information, click Save.

Now that you’ve finished setting up the basic product information, you can set up the Product’s Pricing. To continue, click the Variable Rates tab.

Setting up the Pricing

You can set up the pricing for your Product using our Variable Rates logic.

One note about pricing: The pricing you set up for your products is assumed to be in your account’s default currency. Suppose you include the Product in a Project defined in another currency. In that case, the platform will use the conversion rate input into ScopeStack to translate the pricing from the default currency to the currency defined in the Rate Table on the Project.

Importing Products

In addition to adding products one at a time, you can import a spreadsheet (Excel or CSV) to create or update many products at once. This is the fastest way to build out your catalog or apply changes, such as a bulk price update, across many products.

To get started, navigate to Settings > Content > Product and click Import Product.

On this screen: The Products list page under Settings. An Import Product button in the upper right opens an “Import a Product” dialog with a Click or drag and drop to upload area for your spreadsheet and an Import button. After you add your file and click Import, the platform takes you to a column-mapping screen.

After the file uploads, you are taken to the column-mapping screen, where you match each column in your spreadsheet to a product attribute in ScopeStack. If your spreadsheet includes a header row, check Is this a header row? so the headers are not imported as a product. Name must be mapped before you can continue. When your columns are mapped, click Process Import.

On this screen: The import mapping screen, titled “Standard Products Import,” shows your file’s columns labeled “Column 1,” “Column 2,” and so on, each with a dropdown for selecting the matching ScopeStack product attribute, with a few sample rows displayed beneath. An Is this a header row? checkbox appears on the first column, and a Process Import button completes the import.

Importable columns

You can map the following columns during a product import. Only Name is required.

• Name (required): The product name. This is also how the platform matches your spreadsheet rows to existing products (see below).
• Description: A plain-English description of the product.
• SKU: The vendor’s SKU for the product.
• Product ID: Your internal product ID, often used to synchronize with an integrated product catalog.
• Mfg Part Number: The manufacturer’s part number.
• Unit of Measure: The unit for the quantity (lots, servers, cables, etc.).
• Category: The product category.
• Subcategory: The product subcategory.
• Unit Price: The price per unit.
• Unit Cost: The cost per unit.
• Vendor Name: The vendor associated with the product.

If you have configured product User Defined Fields on your account, a column for each one is also available to map.

How existing products are matched

The platform matches each row to an existing product by Name:

• If the Name matches an existing product, the platform updates that product with the values from your spreadsheet, including Unit Price and Unit Cost. This makes import a convenient way to apply a bulk price update across your existing catalog.
• If the Name does not match any existing product, the platform creates a new product.

Name matching is exact, so make sure the names in your spreadsheet match your existing product names precisely. Differences in spelling, capitalization, or extra spaces are treated as a new product rather than an update to the existing one.