Quotes and sales
How to create a product
Adding treatments and services to the product catalogue with their category, price and variants.
Where to find it
ProductsNew Product
The product catalogue feeds the lines on your quotes: treatments, accommodation packages, transfer services. Set it up properly and building a quote takes seconds rather than minutes, and prices stop varying between consultants.
The variant mechanism is particularly useful in medical tourism: the same treatment priced by graft count, implant brand or room type stays under one product.
Before you start
- The category and sub-category you are adding to must exist.
- Decide which currency the catalogue is priced in.
Step by step
- Click on 'Products' from the left menu and click on 'New Product.' (You can also add a new product from the top right corner of the 'Products' category.)
- Select the relevant option in the Category section for the service you want to add, and choose the appropriate option in the Subcategory field. Enter the name you want to give to your product in the Name field, and click on the Save button.
- And then, you need to select the price for the product you offer without any variables, along with the currency. Then, click on the Save button.
- If you want to add variables afterwards, you can specify the variability in the variant field below, indicating what factors lead to the variability in price.And click on the Save button.
Tips and common mistakes
- Tip Enter the base price with no variables first, then add variants. Variants added without a base price appear incomplete on quotes.
- Tip Name product categories the same way as your customer categories; otherwise answering "how much of each treatment did we sell" needs manual matching.
- Careful A price update does not change past quotes — a sent quote carries the price at the time. That is correct behaviour, but review pending quotes after a price rise.
Frequently asked questions
When do I need a variant?
Whenever the same service is priced by a measurable variable: graft count, number of implants, room type, number of nights. Opening a separate product per variant bloats the catalogue.
Can I hold prices in several currencies?
You define a product's price in one currency and choose the rate when building the quote. Most medical tourism clinics keep the catalogue in EUR or USD.
Should accommodation and transfer be products too?
If you want them as lines on the quote, yes. The hotel and transfer records on the operations side are a separate job; the catalogue feeds the sales side.