Adding and managing products

Running a complex project often requires certain product subscriptions that can help with various aspects. This could include project management tools, cloud infrastructure, visualization, and UI/UX tools that are probably subscribed to specifically for a project. Some of these could also be recurring and applicable across most projects. 

You can add these product subscription costs on Keka PSA and include them in the Invoices that you are generating. 

To add products, go to Project (1) from the left navigation pane and select the Finance tab (2). Go to the Settings tab (3) and then select the Products tab (4). To add a new product, click on the +Add Product button (5).

 This will open up the Add Product window. Here, enter the Name of the Product.  Click on +Add Description if you want to add a description for this product. Next, enter the price of the product in the Price field. You can choose the appropriate currency using the drop-down. 

Once you have entered these details, click Add to add the new product.

You can see the new product you added on the Products page. To edit or delete a particular product, hover over the row and then click on the Edit icon or the Delete icon from the Actions Column.  

 This is how you add and manage product subscriptions. Need more information? Get in touch with our product experts today!