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Use the budget product catalog to keep reusable names, prices and billing recurrence for the costs you add to budgets. Catalog changes save right away. Adding a product to a budget is a separate step. This guide is for MSP staff, and for company users whose MSP has given them budget write access.

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Before you start

  • You need the write_budgets or manage_budgets permission.
  • To make a company-specific product, select that company in the top bar first.
  • Open Budgets > Budgets Menu > Products. See Find and understand budget products.

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Create a product

1

Check the company

Look at the top-bar company selector. With one company selected, the form shows Assign to Company Name only. Global View does not show it.
2

Click New Product

Click New Product at the top right of the Products page. The New Product dialog opens.
3

Choose who can use it

Tick Assign to Company Name only to make a product for that one company. Leave it clear to make a shared product.
4

Enter the details

Type a Name. It is required. Enter the Unit Price, zero or more. A blank price saves as zero. Add a SKU, Vendor and Description if you want. Pick a Category, or Uncategorized.
5

Choose the recurrence

Pick One-time, Monthly, Quarterly, Annual or Custom in Recurrence. New products start as One-time. For Custom, type Interval (months), a whole number from 1 to 60. For example, 6 means every six months. The price is the amount for one billing occurrence.Product recurrence menu: One-time, Monthly, Quarterly, Annual and Custom.
6

Create the product

Click Create. The dialog closes and the product appears in the table. Create stays unavailable until the name is filled in and any custom interval is valid.New Product form with an illustrative managed backup service, a monthly price of 120 and annualized cost of 1,440.

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Read the annualized cost

A recurring product shows Annualized cost: under the fields. Monthly multiplies the price by 12, Quarterly by 4, Annual by 1, and Custom by 12 divided by the interval. One-time products show no estimate. This is only an estimate. For an interval that does not divide 12 evenly, it is not a count of bills in one year. A budget line’s real schedule comes from its start month, term and overrides. Check the line’s billing after you add the product. See Add and edit budget line items.

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Edit a product

1

Open the row menu

Find the product, click … at the end of its row, then click Edit.
2

Change the fields

In the Edit Product dialog you can change Name, SKU, Category, Vendor, Unit Price, Recurrence and Description.
3

Save

Click Save. The dialog closes and the table refreshes.
The edit form has no Product Group, currency, setup fee or company field. To set a Product Group, use Bulk Edit. Selecting another company does not move an existing product to it. Edits change the catalog record only. They do not change prices already copied into budget lines, and they do not change the product in your provider.

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Troubleshooting

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Frequently asked questions

Select the company in the top bar, click New Product, and tick Assign to Company Name only.
Pick Custom recurrence and type 6 in Interval (months). The price is for each six-month period.
No. The edit form has no company field. Ask your MSP admin.
No. It changes the catalog record only.