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Creating a product

Add a product to your catalog so sales can drop it onto an appointment and price it automatically.

Where this lives
Admin → Products → New product
For
  • Admin
  • Manager

Step 1 — open Admin → Products

From the side menu choose Admin, then Products. You'll see your existing catalog grouped by category.

Screenshot coming soonMac — Products list/screenshots/support-admin-and-company-setup-creating-a-product-01-mac.png Screenshot coming sooniPad — Products list/screenshots/support-admin-and-company-setup-creating-a-product-01-ipad.png

Step 2 — start a new product

Tap + New product. Bidvio opens the product editor with sections for General, Visibility, Pricing, Formula, and Files.

Step 3 — General

Enter the product's display name, a short customer-facing description, and assign a category. Category controls grouping in the catalog and may also affect category-level pricing rules.

Step 4 — Visibility

Decide where the product can appear: every appointment, only on appointments using specific Appointment Formats, or hidden from new appointments while still surfacing on historical ones.

Step 5 — Pricing and formula

Pick how the product is priced:

  • Flat price — one number, regardless of measurement.
  • Per unit — quantity comes from a measurement on the drawing or a manually entered number.
  • Formula — use the formula builder to combine measurements, markups, and conditionals into a calculated price.

Screenshot coming soonMac — Formula builder/screenshots/support-admin-and-company-setup-creating-a-product-02-mac.png Screenshot coming sooniPad — Formula builder/screenshots/support-admin-and-company-setup-creating-a-product-02-ipad.png

The formula builder is the most powerful and the most failure-prone section of the editor. Build the simplest version that solves your case, then add conditionals only when you hit a real situation that demands one.

Step 6 — attach files

Optional. Drop in spec sheets, installation guides, or warranty cards. These appear in the Resources tab on the appointment so sales can show them to the customer in person.

Step 7 — save and test

Tap Save. Open a test appointment, drop the new product onto an option, and confirm the price comes out the way you expect. If it doesn't, the most common culprit is the formula — revisit Step 5.

What's next