Understanding Products

A Product represents a goods or service that you offer to your customers. Products help you organize and manage multiple goods or services within your ERP platform by grouping plans, addons, and pricing configurations. If your business offers more than one good or service, each good or service can be created as a separate product. This allows you to manage billing, subscriptions, and reporting independently for each offering while maintaining a unified system of records.

Why Use Products?

Products are useful when you offer multiple goods or services or variations of a good or service. By creating products, you can:

• Group related plans, addons, and coupons under a single good or service.
• Track subscriptions and revenue specific to each good or service.
• Generate reports to evaluate the performance of individual offerings.
• Maintain clarity and consistency in billing and customer management.

How Products Work in Zoho ERP

In Zoho ERP, products form the base of your subscription good or service structure. All subscription related components are associated with a product. This ensures that billing, invoicing, and reporting are always aligned with the good or service being offered.

Once a product is created, you can:

• Add multiple plans with different pricing and billing cycles.
• Configure addons to extend or enhance the good or service.
• Apply coupons and discounts specific to the product.
• Track customer subscriptions linked to the product.

This helps maintain consistency across operational and financial workflows.

Key Points to Note

• Each product represents a good or service offered to customers.
• A product can have multiple plans, addons, and coupons.
• Reports can be generated to analyze product level performance.

Using products allows you to scale your offerings while keeping your ERP data organized and easy to manage.