Partners & Logistics

Products & Catalog

Product fields, HS code linkage, and how the catalog feeds quotations, orders and jobs.

What it is

A product is the catalogue entry for something you sell — the record that later gets quoted, ordered and shipped. It's scoped to your organization and brand, and it holds everything from commercial pricing to the physical and regulatory details a customs declaration needs. The product form collects these across four steps: Basic Info, EXIM Trade, Logistics, and Compliance.

4

Product form steps

3

Required EXIM fields — HS code, origin, unit

90+

Curated certification types

Key fields, by group

  1. 1

    Basic info (required)

    Name, description, price and currency. Cost price and stock quantity are optional and internal-only — cost price is never shown on the shared catalogue.
  2. 2

    EXIM trade (required)

    HS code (a link to the 8-digit HSN tariff line, not free text), country of origin, and unit of measure. The product model actually stores this as an hsn_code foreign key; a hs_code property returns the plain code string for anything that just wants to read it.
  3. 3

    Logistics (optional)

    Gross and net weight, carton length/width/height, packing type, and units per carton. All three dimensions need to be present together for a computed volume to make sense.
  4. 4

    Compliance (optional)

    A many-to-many list of certifications the product holds, picked from a shared lookup table or typed as a free-text custom certification — see Certificates for how proof documents attach to these.
Screenshot pending — Product detail page showing pricing, EXIM classification and logistics fields
A saved product's full detail view.

How the catalogue feeds quotations, orders and jobs

A product is linked into a quotation line item and, later, an order line item by an optional foreign key — but the name, HS code, country of origin and price are all snapshotted onto that line at the time it's created. This is deliberate: a quotation or an order reflects what the product was when it was quoted, not whatever the catalogue entry has since become.

The same pattern continues into a job. A job's shipment line item snapshots the product reference, name, description and a single HS code — the field comment on that model puts it plainly: duty, RoDTEP and Certificate of Origin eligibility are all computed per HS code, and that code has to be right at the line-item level for those calculations to be trustworthy.

Note

Because every downstream stage snapshots rather than live-links, correcting a product's HS code after the fact does not retroactively change any quotation, order or job line that already copied the old one.

New to the catalogue? Start with the Products & Catalog guide. For classifying a product in depth, see HS Code Lookup & Compliance, and for attaching proof documents to a certification, see Certificates.