How do I add and manage Products?

Add Products to your account so you can invoice them as needed. You can create Products manually or upload several Products in bulk.

• Add Individual Product
• Bulk Upload Products
• Manage Products
• FAQs

To access your Products, use the below steps:

1. Click on the Catalogs section
2. Then click on the Products sub-section.

Add Individual Product

Add an individual Product with these steps:

1. Click on the Catalogs section
2. Then click on the Product sub-section
3. Next, click on the + Add Product button
   
4. Enter the Internal Name of the Product
   
5. If needed, add the Internal Code
6. Next, enter the Description and Unit Price
7. If needed, click on Property Amount and add a total
8. If needed, adjust the Federal Taxes for your Product
9. Then enter the Product or Service Code and Unit using the SAT Catalog
10. Next, choose the Tax Object
11. If needed, click on Requirement Number and specify the Customs Requirement Number
12. Next, if needed, click on Local Taxes and add the Name, Rate, Amount, and Exchange Rate
13. Click Save and your new Product will be added to your list of Products.

Bulk Upload Products

Add several Products at once by uploading a file with these steps:

1. Click on the Catalogs section
2. Then click on the Product sub-section
3. Next, click on the Bulk Upload Products link
   
4. If you need a template, click on the Bulk Download Example link to get a .zip file with
   instructions and a CSV template
   
5. Once your file is ready, click on the Upload CSV file link
   
6. Select your CSV
7. Then click on the Process File button. If needed, click on the Process Status link to track your file upload. Once the file is finished processing, your new Products will appear for you to manage.

Notes:

• Altering the order of columns and their labels in the template will result in the file not being uploaded
• Only .CSV file format is accepted

Manage Products

Keep track of your Product with these actions:

• Search - Enter a specific Product’s SAT Code, Name, Description, or Unit Code, and click Search

In your list of Products, you can perform any of these actions by clicking on either:

• Delete - Click on the X icon to delete the Product
• Edit - Click on the pencil icon to edit the Product’s information

FAQs

How do I export my list of Products?

You can export a CSV file of all your Products with these steps:

1. Click on the Catalogs section
2. Then click on the Products sub-section
3. Next, click on the Bulk Upload Product link
   
4. Click on the Download in .CSV link and a CSV file will download.
   

Where can I find the SAT Product and Service Codes and Unit Codes?

Use the below links to search the SAT’s catalog of available Product and Service Codes as well as Unit Codes:

• Product and Service Codes
• Unit Codes