How to Update the Product Catalog

Last updated: June 4, 2026

You can manage your product catalog in two ways: directly in the Tabs dashboard or programmatically through the API. Most teams use the dashboard for day-to-day updates and the API for syncing products from another system.

In the Dashboard

Add a Product

  1. Navigate to Product Catalog from the left navigation menu.

  2. Click Create Product.

  3. Complete the product details:

    • Name (required) – Your internal product name. Must be unique.

    • Display Name (optional) – The customer-facing name shown on invoices. If left blank, Tabs uses the Name value.

    • Description (optional) – Additional details about the product.

    • Integration Item (optional) – Select the matching item from your connected ERP or accounting system.

    • ERP Class (optional) – Select the accounting classification associated with the product.

  4. Click Save.

New products are created as Active by default and are immediately available when creating contracts and billing terms.

Edit a Product

  1. From the Product Catalog, select the product you want to update.

  2. Click Edit.

  3. Update any fields as needed.

  4. Click Save.

Changes apply going forward. Existing invoices and historical billing records retain the values that were in place when they were created.

Activate or Deactivate a Product

If you no longer sell a product, you can deactivate it instead of deleting it.

  1. Open the product detail page.

  2. Use the action menu and select Deactivate.

When a product is deactivated:

  • It no longer appears when creating new billing terms.

  • It remains associated with existing contracts and historical invoices.

  • It can be reactivated at any time.

Deactivating products preserves historical reporting and auditability.

See Which Contracts Use a Product

Open a product's detail page and navigate to Related Contracts.

From there, you can view every contract currently referencing the product and assess the impact of any planned changes.

Linking to Your Accounting System

The Integration Item field connects a product in Tabs to the corresponding item in your ERP or accounting system.

When linked:

  • Invoice line items can map consistently to your accounting system.

  • Revenue data can be categorized using the correct accounting item.

  • Product mappings only need to be configured once.

Best Practices

  • Use clear, standardized product names.

  • Deactivate products that are no longer sold instead of deleting them.

  • Review related contracts before making major product changes.

  • Keep Integration Item mappings up to date to ensure accurate financial reporting.

What's Next

To learn how products are used when configuring customer billing, see How the Product Catalog Works with Billing Terms.