Product Catalog & Pricing

Overview

In OneBob you build a product catalog under Products, where each product is either one-time or usage-based, can be grouped into categories, and can be toggled active or inactive.

• Create one-time and usage-based products.
• Add pricing tiers for volume discounts.
• Build bundles that combine products and budgeted role hours.
• Model seasonal ARR and split invoicing with payment milestones.

Estimated time: 9 minutes.

Start your catalog by adding the products and services you sell.

1. 1 Open Products and add a product.
2. 2 Choose one-time or usage-based.
3. 3 Set the price for the product.
4. 4 Assign a category to keep the catalog organized.

Reward larger orders automatically with tiered per-unit pricing.

1. 1 Open the product and add pricing tiers.
2. 2 Define the quantity breakpoints for each tier.
3. 3 Set the per-unit price for each tier.
4. 4 Larger orders now price themselves without manual discounts.

Combine your most common offers into reusable bundles (also called packages) for faster quoting.

1. 1 Create a bundle from the catalog.
2. 2 Add several products to the package.
3. 3 Include budgeted role hours where needed.
4. 4 Reuse the bundle to compose a deal in seconds.

Model recurring revenue and staged billing so cash flow matches your contracts.

1. 1 Use seasonal ARR templates for recurring revenue.
2. 2 Apply a seasonal pattern to the right products.
3. 3 Define payment milestones for staged billing.
4. 4 Split invoicing across the milestones you set.

Turn your catalog into deal value by attaching products to an opportunity.

1. 1 Open a deal and attach products as line items.
2. 2 Itemize the deal value across each product.
3. 3 Watch the deal total update automatically.
4. 4 Products can sync to Lexware or SevDesk.