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How do you manage products/Item ?
Hello. i’m new with this product. i trial some others and this one is very good except for one thing : managing products/item. It is a non-sense this basic functionnality is not available. If with my projects i also sell or package, i want to easily add them to the estimate or invoice. Even category is not keeping description !
So, how do you manage that ? For example, on each project we provide some hardware (always the same) and telco links. For what i see i must recreate them in each project as expense and bill them ??
The solution for fixed fee items (like day rates and products) is to use expense categories and then enter them as expenses on the date that you would like to bill for them.
To do so, go to Manage > Expenses and click the Add Category button. Enter a description, price and per value in the fields provided. To add products to a project, go to Timesheets > Expenses, select a date, project and expense category, and then add the product(s) as required.
Harvest is designed primarily as a time tracking tool for service-based businesses (rather than an online store), but this workaround will work for general fixed fee items like products. I hope that helps!