# Add a product and its offer

Describe a good or service once, then put it on sale at one price through one seller.

Outcome: one Product row that describes the thing, and one Offer row that sells it, both Active with a blank Offer Check. Reader: the person who maintains the catalog.

## Before you start

- The category exists in Product Category. If not, use its **Step 1 - Name the product category** and **Step 2 - Validate and activate category** first.
- The seller and provider companies exist in Core. Products & Services reads them through Organization (mirror); you cannot create a company here.
- Search Product for the name first. Each thing is described once; a second price is a second offer, not a second product.

## Describe the product

1. Open **Data** → **Product** → **Step 1 - Name and describe product**. Create the row there so **Lifecycle Status*** starts as Draft.
2. Add optional **Description°**, **SKU°**, **GTIN°**, **Image°**, **URL°** and **Documents°** when useful; fill **Name*** with the trade name to advance.
3. In **Step 2 - Classify and assign product**, link optional **Category°**, **Brand°**, **Provider°**, **Owner°** and **Alternative To°**. You can also add them later in **Catalog**.
4. Choose **Product Type*** to advance. Retainer, Subscription, Hourly and Project are services; Digital is a license or credit; the other choices are goods. **Kind** fills itself.
5. In **Step 3 - Validate and activate product**, add optional **Tags°**, read **Product Check** and set **Lifecycle Status*** to Active when the record is ready.

Reference grid captured on 2026-10-28, before the intake views and label updates. Use the current view names in this guide.

[![Product grid: one row per good or service; Kind follows Product Type*.](/systems/products/screens/products-product-grid.png)](/systems/products/screens/products-product-grid.png)

## Put it on sale

1. Open **Data** → **Offer** → **Step 1 - Name product and seller** and create a Draft row.
2. Fill **Name*** as item - price/unit, such as `Example Program - 1800/month`. Link exactly one **Product*** and one **Seller***, the group company on the proposal. Add optional **Tags°** before completing the required inputs.
3. In **Step 2 - Set price and unit**, add optional **Minimum Quantity°** if needed, then enter **Price***, **Price Currency*** and **Unit***.
4. In **Step 3 - Validate and activate offer**, set optional **Valid From°**, **Valid Through°** and **Price List°**. Read **Offer Check** beside **Lifecycle Status***.

## Check and activate

Read **Offer Check** on the offer row. Fix every column a ⚠ fragment names until it is blank. Then set **Lifecycle Status*** to Active on the product and on the offer. The product's **Offers** column now lists the offer.

Success: Offer Check is blank, both rows are Active, and the offer appears in the CRM's Offer mirror after the next sync. The sync interval is set in the CRM's sync settings; if the offer does not appear, see [Troubleshooting](/systems/products/troubleshooting).

## Recovery

Wrong product or seller: relink on the offer. Offer created by mistake and never proposed: set it to Archived rather than deleting it, so any link stays readable. Never edit Price* on an offer that proposals already used; follow [Change a price](/systems/products/change-price).

## Next steps

[Compose a product](/systems/products/compose-product) · [Offer reference](/systems/products/entity-offer) · [Product reference](/systems/products/entity-product)