Inventory Basics
Understand what product inventory means in the current catalog workflow.
In the current product catalog, inventory work is centered on product records, usage, and audit history. The product editor does not expose a stock-adjustment screen for changing on-hand quantities.
Think of Agiled products as reusable selling and billing records. They keep names, prices, taxes, images, and descriptions consistent across invoices, estimates, storefronts, checkout links, and reports.
What the Catalog Tracks
Product records track the information needed to reuse products and services across finance and commerce:
- Name and SKU
- Product or service type
- Pricing mode, price, currency, and tax fields
- Category and tags
- Images and descriptions
- Active or inactive status
Use these fields to keep finance documents, storefronts, and checkout links consistent.
When to Create a Product
Create a product or service when the same item will be reused across multiple documents or sales flows. Examples include a monthly retainer, implementation package, consulting hour, digital product, physical item, or support plan.
For one-off charges, you can add custom invoice line items instead of creating a catalog product.
Product Usage
Agiled checks where products are referenced, such as invoice items and estimate items. Review usage before deleting or heavily changing a product that may already appear in customer-facing finance records.
Before changing a product price or tax setup, review whether the product is used in active storefronts, checkout links, recurring invoices, estimates, or saved templates. The catalog should reflect what you want new records to use.
If the product is already used in sent documents, treat catalog changes as future-facing. Review existing invoices, estimates, checkout links, and storefronts separately when customers need the old or new details.
Audits
Product audits show catalog activity for products, categories, and tags. Use the audit stream to understand who changed a product, when a record changed, and why a product may appear differently in finance or commerce.
Use audits after a pricing issue, missing image, changed description, or unexpected active/inactive status. They are also useful before restoring an older catalog structure.
Stock Adjustments
Stock adjustment controls are not visible in the current product UI. If your team needs strict on-hand quantity tracking, use a dedicated inventory system or an accounting integration for stock counts, then keep Agiled products aligned for sales and billing.
Do not use product descriptions, tags, or categories as a substitute for live stock counts. Those fields help sales and reporting, but they do not enforce quantity availability.
Practical Catalog Routine
Review the catalog monthly or before a campaign:
- Archive products that should no longer be sold.
- Update descriptions and images for customer-facing products.
- Confirm tax and currency settings.
- Check categories and tags for reporting.
- Review usage before deleting anything.
Also test one public buying path for customer-facing products. The catalog, storefront, checkout, invoice, and reports should use consistent names, prices, images, and tax behavior.
Troubleshooting
If a product does not appear in a finance or commerce flow, confirm it is active and belongs to the expected category or type.
If the wrong price appears, check whether the record copied an older product price before the catalog was updated.
If reports group products unexpectedly, clean up duplicate product names, SKUs, categories, and tags.