Creating and Managing Products & Services in Niobi Introduction Creating a product and service catalog in Niobi makes invoicing faster and more consistent. Instead of entering item details every time you create an invoice, you set them up once and reuse them across all invoices. Products and services in Niobi are managed in the same place and added in the same way. The only difference is how you classify them under the Type field. This guide covers how to create products and services, import items in bulk, set pricing, and organize your catalog for easy use during invoicing. What you'll learn: - Difference between products and services in Niobi - How to create new products and services - How to import items in bulk - How to set and manage pricing - How to organize items by category - How to edit, delete, and manage items - How to use the catalog in invoices Time to complete: 1–3 minutes per item Creating and Managing Products and Services in Niobi Introduction Creating a product and service catalog in Niobi makes invoicing faster and more consistent. Instead of entering item details every time you create an invoice, you set them up once and reuse them across all invoices. Products and services in Niobi are managed in the same place and added in the same way. The only difference is how you classify them under the Type field. This guide covers how to create products and services, import items in bulk, set pricing, organize your catalog, and manage your items for use in invoicing. What you'll learn: - Difference between products and services in Niobi - How to create new products and services - How to import items in bulk - How to set and manage pricing - How to organize items by category - How to edit, delete, and manage items - How to use the catalog in invoices Time to complete: 5–10 minutes per item Products vs. Services: What's the Difference? In Niobi, both products and services can appear on invoices, but they’re entered and managed the same way in your catalog. The only real difference is the type you assign when creating the item. Feature Products are physical or measurable items you sell.\ Services are work, expertise, or time-based offerings. Examples Products: books, T-shirts, licenses, equipment\ Services: consulting, design work, training, support Inventory tracking Products can support quantity tracking.\ Services do not use inventory. Pricing Products are usually per unit.\ Services are usually hourly, per project, or fixed rate. On invoices Both appear the same on invoices once added from the catalog. In Practice - Both products and services are created in the same catalog - The only difference is selecting Product or Service in the type field - You can mix both in a single invoice - Both follow the same workflow for invoicing and payment Before You Start To build your catalog, you’ll need: - A Niobi account with appropriate permissions - Item names and descriptions - Pricing information - Opt