How to Manage Your Product Catalog

The Products page is your master catalog of everything you sell — products, services, packages, recurring fees. Once a product is in the catalog, it's available to add to opportunities, line items, invoices, order forms, and quotes. Build it once, use it everywhere.

Where to find it

Go to https://app.trustpager.com/settings/products. The page shows every product with its name, SKU, default price, and tags. Filter by tag, search by name, or sort by anything column-wise.

Creating a product

Click New Product. The required fields are minimal:

• Name — what you'll see in the picker when adding to opportunities
• Default unit price — the standard price; can be overridden per opportunity

Optional fields fill out the catalog:

• SKU — your internal product code
• Description — long-form description that appears on quotes and invoices
• Tags — categorise products (e.g. "recurring", "setup", "service")
• Currency — defaults to your workspace currency
• Recurring — flag for subscription-style products

Costs

You can record cost data alongside each product to compute margins. Click into a product to add cost lines — supplier name, supplier cost, and quantity. The margin is calculated automatically against the default unit price. This data flows into reporting at https://app.trustpager.com/operations/reporting.

Using a product on an opportunity

Open any opportunity at https://app.trustpager.com/crm/opportunities, find the Products section, and click Add Product. Search the catalog and pick the product. The default unit price is filled in but you can adjust quantity, unit price, and discount per line item.

Opportunity total updates automatically as you add or modify products.

Using products in order forms

Public order forms let customers pick from your catalog and pay. Build an order form at https://app.trustpager.com/data/order-forms and select the products you want to offer. See https://trustpager.com/help-center/order-form-logs for how submissions flow.

Editing or deleting

Edit any field on the product detail page — changes affect the catalog only. Existing opportunities, invoices, and quotes that reference the product preserve their original values, so changing a price doesn't retroactively rewrite history.

Deleting a product removes it from the catalog and from new use, but historical references are preserved. Deleted products appear as (archived) on past opportunities.

Bulk import

Use the API or the bulk-create operation to import a catalog from a spreadsheet — see https://trustpager.com/help-center/api-access. The MCP tool bulk_create_products is also available to AI agents.

Tip: Keep the catalog clean — fewer, well-described products with consistent tags makes the picker faster and reporting more meaningful. If you have lots of customisation per deal, set up a few base products and use line-level overrides on opportunities rather than creating every variant in the catalog.

To use catalog products inside a full order-fulfilment pipeline, see https://www.trustpager.com/help-center/ecommerce-store-orders.