Product catalog

The product catalog in Leadtime is used to centrally maintain all standardizable services and products of a company. This is where companies can structure their offers, set prices and define variations. The catalog forms the basis for sales and billing of repeatable services.

Products differ from projects in that they are more standardized. While projects are carried out individually for individual customers, products are largely standardized and can only be adapted by customers within a defined framework.

A product in Leadtime can be both a physical and a non-physical good:

Products can be individually configured by adding variants and options:

A product in Leadtime can be equipped with different price models:

With these functions, the product catalog enables flexible and scalable management of company offerings.

Click on the "Create new product" button and a dialog window opens. This is divided into three areas: 1 Product details, 2 Variants and 3 Options. Each of these areas allows you to define specific features of a product or service.

The product details contain the basic information about a product. They form the basis for administration and subsequent use in quotations and invoices.

Products can have different variants, which can differ individually in terms of price and function. This gives companies the flexibility to create different versions of a product without having to create several separate products.

Example: A consulting company could offer a product variant "Expert consulting" for EUR 150 and a variant "Senior consulting" for EUR 200.

Options allow additional features or services to be added to a product, which can be optionally selected by the customer. This is particularly useful for upgrades or additional services that can be added to a basic product.

Example: A consultation hour can add the option "As workshop" with a surcharge of 50 EUR. Customers can choose whether they want to conduct the consultation as a workshop.

Once a product has been fully created, it can be managed in the product catalog and used for creating quotes or billing. The product catalog provides a central overview of all available products and allows users to easily edit, delete or add new products.

The product catalog can be linked directly to other Leadtime ERP functions, in particular to billing and projects. This means that products can be quickly transferred to quotations and invoices without having to re-enter the data. This saves time and reduces the risk of pricing errors.

Products can be added to projects in Leadtime. When do you need this? In many B2B scenarios, customers need a combination of standardized products and project-based services. For example, a company purchases a software license with a fixed list price, but also requires individual adaptations that are billed as project work. To map this efficiently, products can be added directly to a project. This ensures that the quotation includes both the product costs and the required services.

This is possible in both ongoing projects and individual projects. Individual projects typically start with a requirements analysis by the customer, followed by a quotation. An invoice is issued once the service has been completed. Ongoing projects, on the other hand, have a continuous billing process in which certain services are invoiced regularly or at irregular intervals.

By integrating products into projects, companies can efficiently map hybrid business models. Customers receive tailor-made offers that take into account both scalable product offerings and individual services. This not only facilitates the design of offers, but also the internal management and tracking of projects that are combined with standardized products.

In Leadtime, it is also possible to link products directly to individual tickets. This is particularly useful if not only working time but also a specific product is to be billed as part of a ticket. As soon as the ticket is completed, the list price of the added product(s) is automatically transferred to the invoice in addition to the recorded labor costs. This allows product-related additional services or one-off purchases to be efficiently integrated into ongoing operations.

In addition, a so-called express offer can be created for a single ticket. This makes it possible to quickly and easily provide the customer with an offer that includes both the services and products associated with the ticket. This function is particularly suitable for spontaneous or urgent inquiries where it is not necessary to create a comprehensive quote, but where the focus is on quick confirmation and processing.