How to create and modify products?
From the platform, we can upload all the products we work with in photovoltaic installations, so that they are reflected in the price tables and in the offers we generate. We have two ways to do this: Manually from the Platform itself and through the " Import" functionality .
Where can I find this option? → Left sidebar → Products → Add product.
Remember that this option will only be available if you have enabled the permissions: ProductsHow to create products?
To create a product, we must click on the "Add product" option and we will have to fill in mandatory fields such as the name, description, category, manufacturer and cost of the product.
In addition, we must designate a category for the product we are creating. Although we will see that some product categories will already be predefined, we can also create them at the time, by clicking on “Add”, writing the name of the category, and associating it with products of the “Equipment” type (if they are physical products such as inverters, batteries, KITS, etc. ) or of the “Services” type (if they are non-physical products such as labor, maintenance, etc. ).
We will notice that, in some of the preconfigured categories, the system will ask us for more additional data about the product that will have to be filled out. 
Remember that this option will only be available if you have enabled the permissions: Categories
We must fill in the mandatory manufacturer field. To add manufacturers to our products, click on “Add”, write the name of the product and it is ready to be selected from the drop-down menu.
We can enter non-mandatory information such as the supplier reference, the distributor reference, more technical information about the product or even upload a photograph of it .
Finally, in the area on the right, we proceed to configure the price of the product .
First of all, we can choose whether the price of this product will be based on the unit (simple cost) or the power. Depending on the option chosen, the price will be indicated in € or in €/ Wp .
You can then apply a custom margin to the product. This margin will take precedence over any margin you may have set in the pricing table in which this product is located.
If we set a specific margin for a product, when that product is used within a pricing table, the system will maintain the product's margin, instead of whatever margin the pricing table may have applied.
And the same will happen with VAT. We can configure a custom tax for the product in this section or leave it blank, and in that case, it will take the information from the price table.
Once we have all the information correctly configured, we click on “Save product”.
Modify existing products
If we want to modify a product, we will have to access the same "Products" menu from the left sidebar. We look for the product we are interested in and click on the three dots to the right of the product. There, we select the "Edit product" option and once it opens, we can modify the information we need.
Once all the modifications have been made, we click on "Save product" so as not to lose these changes.
Activate or deactivate products
On the platform, we have the option to activate or deactivate existing products. This allows us to hide a product when we no longer offer it or it is out of stock, without having to delete it. When it needs to be used again, we can simply reactivate it.
When new products are created, either manually or through import with Excel, these products are created activated by default. If we want to deactivate them, we would have to select the deactivate option found within the "operate" button. It is possible to select several products at once to activate or deactivate them in bulk. Once the products on which we want to execute the action have been selected, it is only necessary to click on the "Operate" button and choose between activating or deactivating said products.
The available button will depend on the status of the selected products. For example, if we have selected products that are currently inactive, only the "Activate" button will be enabled, and vice versa. If there are both active and inactive products in the selection, both options will be available.
If we click on "activate", inactive products will become active and those that are already active will remain active. The same happens if we click on "deactivate": active products become deactivated and those that are already deactivated remain deactivated.
Having products enabled or disabled will affect their visibility in both the business simulator and the Quoting tool. In the business simulator , if we have products disabled, they will not appear available to be added in the “products” tab in the business simulator configuration.
If the product is added to the trading simulator settings and we try to deactivate it, we will receive an error message.
In Quoting tool we can add products to the offer that are active. If we have added a product in the BOM and later we deactivate it, it will continue to appear in the list of products within the offer, but it will not be available to be added again from the “add products” option.
It will not be possible to deactivate a product that is being used within a pricing table.
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