Learn Mokapen

Products Guide

The Products area is Mokapen's product catalog: everything you sell as a physical or digital item with code, price, image, and description. Each product feeds quotes, orders, bookings, e-commerce, and connections with deals, contacts, and projects. It is not a simple price list: it is the technical and commercial sheet shared by the team.

Access it from the Sales → Products menu or from the Products page. The catalog is managed mainly as a table list, with filters, groups, and bulk actions. For time-based or consumption services, see the Services guide.

Role in CRM and processes

The product catalog centralizes:

• Commercial identity: name, image, code, barcode, category, type, groups.
• Pricing and tax: list price, VAT, optional dedicated e-commerce price.
• Logistics: warehouse management (quantity, thresholds, movements) if enabled on the individual product.
• Links: connections to deals, orders, contacts, tasks; Booking, E-commerce, Portal, Production tabs where applicable.

Practical rule: a sellable product deserves a unique code, up-to-date price, and Active status. Inactive products remain in historical archive but do not appear in operational selections (quotes, orders, bookings).

Use cases

• Retail / commerce: SKU catalog with warehouse and movements; link to orders and suppliers.
• Software / licenses: digital product without warehouse; price and description for recurring quotes.
• E-commerce: E-commerce tab with weight, shipping, shop categories, and online visibility.
• Bookings: bookable product (e.g. equipment rental) with slots and rules in the Booking tab.
• Production: Production tab linked to manufacturers and quantities produced (Production module active).

Products list page

The main page shows a table with configurable columns (name, status, price, category, labels…). Top bar:

• Filters (Large plan): narrow by category, type, labels, owner, custom fields.
• Groups: filter by catalog group (product families).
• Actions: export products, open archive, trash, edit list columns.
• + Product: create a new item in the catalog.

Selecting rows with checkboxes shows the actions bar: Edit, Clone, Archive, Delete. Clicking the name opens the side panel; with the Small plan you can open it as a full page.

Product panel

Clicking the name in the list opens the side panel. From there you manage identity, price, warehouse, and product links. With the Small plan you can open the same panel as a full page (expand arrows icon → page product): identical layout, more space for descriptions, Warehouse/E-commerce tabs, and a fixed Save button at the top — ideal for catalog reviews with many fields or images.

Main tabs stay in the bar; Warehouse, Production, Portal, Sync, and Updates appear in the dropdown menu (arrow) when provided by the plan and product settings.

Panel header

• Title: inline editable.
• Archived badge if applicable.
• Save (page product only, Small plan): saves all changes together.
• Trash banner with Restore / Delete permanently if the product is deleted (Medium plan).

Panel action bar

Below the header, quick actions without changing tab:

• Status: Active or Inactive — selectable in sales, orders, and bookings.
• Privacy, Labels (Labels guide), Color, Attachments (Attachments guide), Sticky notes (Small plan).
• Copy link, Full page (Small plan → page product).
• Options (three dots) and + Create and connect: see below.

Options menu (three dots)

Product panel → three dots top right:

• Clone: duplicate item; choose attachments, connections, comments to copy — useful for similar SKUs or color variants.
• Archive / Restore (Medium plan).
• Edit panel (authorized members): product field layout.
• Delete / Restore (red item).

Panel tabs

Tab overview in Product panel tabs; shared features in Related sections.

Related sections (common to multiple entities)

• Connections — deals, orders, contacts, other products.
• Updates — history of price/stock changes, comments, sync, connections created.
• Labels and Attachments.

Product panel tabs

Data tab

Heart of the catalog — main fields (inline edit with pencil icon where available):

• Image: product photo or logo.
• Price and VAT rate.
• Product code and barcode: unique identification in warehouse and orders.
• Groups, Type, Category: catalog organization and filters.
• Warehouse management (toggle in Data tab): if active, enables quantity, threshold, and Warehouse tab with movement history.
• Short description and full Description (formatted text).
• Linked Supplier (contact or company).
• Owner and Collaborators: visibility and notifications on the product.
• Attachments and Comments at the bottom of the tab.

Connections tab

Link the product to other CRM entities (deals, orders, contacts, tasks, other products…). From the linked panel you see the product in the context of the deal or order. See the Connections guide.

Booking tab

Makes the product bookable from the Bookings module: enable the toggle, define slot type (single date/time or range), duration, rules, and availability. Useful for rentals, shared resources, or services tied to a physical asset.

E-commerce tab

Configure online sales for the product: enable e-commerce, shop category, dedicated price, weight and shipping unit, visibility by country. Requires the sales module and active e-commerce integration in the organization.

Warehouse tab

Visible only if you enabled Warehouse management in the Data tab. Shows movement history (receipts, issues, adjustments) in chronological order — essential for audit and stock reconciliation.

Production tab

If the Production module is active, link the product to manufacturers and record quantities produced by date. Enable the toggle in the tab and fill in manufacturer, actions, and quantity.

Portal tab

Decides whether the product is visible on customer portals configured in the organization: for each portal you enable or disable publication with a toggle.

Sync tab

Integration status with shop, ERP, or other channels: verify alignment of price, SKU, and stock between Mokapen and external systems.

Updates tab

Product history: who changed price, code, warehouse quantity, or Active/Inactive status; team comments; movements recorded as connections or emails. Filter from the top menu (changes only, comments only…). Full guide: Updates.

Creating a product

1. Open the Products page.
2. Click + Product.
3. Enter the name (required).
4. Data tab: price, code, category, image, warehouse if needed.
5. Optional: Connections, Booking, E-commerce tabs for advanced configuration.
6. Save. Set Active when the product is ready for sale.

You can bulk import products from list actions (organization owner) or create them from connections on orders and deals.

Editing a product

Single edit

1. Open the product panel (click the name in the list).
2. Edit inline in the Data tab or other tabs (pencil icon on fields): price, code, description, stock, e-commerce rules.
3. Update Active/Inactive status, labels, privacy, and attachments from the action bar.
4. Save: automatic field by field in the side panel, or Save button in page product.

Bulk edit (list, Small plan)

1. Open the Products page.
2. Select products with the checkboxes on the left.
3. Click Edit in the actions bar above the table.
4. In the modal, add fields to update (category, type, owner, price, VAT, allowed custom fields…) and set values.
5. Confirm: values apply to all selected products.

Ideal for price list reviews (e.g. VAT or price updates by category) without opening each panel individually.

Deleting a product

Delete products created by mistake or test duplicates. Prefer Archive if the product has order history, warehouse movements, or connections and you do not want to lose trace of them in the CRM.

Single deletion

1. Open the product panel.
2. Options menu (three dots) → Delete (red item).
3. Confirm in the modal.

With the Large plan the product goes to trash (Products page → Actions → Product trash). From there you can Restore or Delete permanently. If you open a product already in trash, a Restore / Delete permanently banner appears.

On the Free plan (without Large plan) deletion is generally permanent immediately after confirmation, with no trash — check your organization's permissions.

Multiple deletion

1. On the Products page, select products with checkboxes.
2. Click Delete (red button above the table).
3. Confirm.

Archiving a product

Archive hides out-of-catalog products (discontinued, off-season, replaced by new SKU) from operational selections in quotes, orders, and e-commerce, without deleting them: connections, past orders, and Updates tab remain accessible. Useful for cleaning the visible catalog without losing commercial history and warehouse movements.

Archive a single product

1. Open the panel → Options → Archive (Medium plan).
2. Confirm in the modal. The Archived badge appears in the header.

Archive multiple products / view archive

• Multiple: Products page → select with checkboxes → Archive in the actions bar.
• View: Products page → Actions → Product archive.
• Restore: from archive select and click Restore, or Options → Restore from archive on the single panel.

Archived products do not appear in active sales selections but remain reachable from archive, connections, and historical reports.

Cloning a product

Quickly create SKU variants (size, color, bundle) or duplicate a pilot item for new markets while keeping description, attachments, and e-commerce rules.

Single clone

1. Panel → Options → Clone.
2. Modal: new title, Attachments, Connections, Comments, Updates checkboxes.
3. Confirm; update product code, price, and barcode on the duplicate.

Multiple clone

1. List → select → Clone → options → confirm.

Product Settings

From Product Settings (authorized members):

• Fields: standard and custom fields (Medium plan) — e.g. «Net weight», «Certification» — to extend the catalog panel.
• Panel: field order and visibility in panel and + Product modal; reduce noise for users entering only basic SKUs.
• List and columns: default list columns (price, category, stock…); consistency with export and price list reviews.

Configure layout and required fields before CSV import or bulk cloning. From the list: Actions → Edit columns for quick tweaks.

Product Reports

The Product Reports section (Large plan) summarizes catalog products you have access to based on role and permissions: you see only authorized records and fields. Use it for price list reviews, analysis by category/owner, stock levels, and export — to add or correct individual entries use the Products list.

• Dashboard: charts by category, Active/Inactive status, owner, labels, supplier, warehouse movements.
• Report list: filterable analytical table with CSV/Excel export — basis for catalog audit and commercial alignment.

Combine reports with list filters and Warehouse tab to understand which SKUs are still sold vs. historical only.

Recommended processes

• Catalog onboarding: define categories and groups in settings → create pilot products → link to test deals.
• Price review: filter by category → bulk edit price/VAT → verify E-commerce tab aligned.
• Warehouse: enable management only on physical SKUs; monitor Warehouse tab weekly.
• Annual cleanup: archive inactive products; delete duplicates after checking connections.

Combine products with Deals, quotes/orders (when active), and Connections for a coherent sales flow.