Manage Multi-entity Products

Products can be shared across entities within the same organization structure.

Example: A Parent organization can share both Customers and Products to their child entities. 

Note: Accounting Information for selected Product(s) must be configured at the child entity level.

Add Products

Steps:

1. Navigate to Menu > Products & Plans > Products.
2. Click Add to create a new Product. Follow the steps provided in Manage Products.
   

Add Products to an Entity

1. Click Add to Entities from the Gear icon for an existing Product to add to one or more entities.

2. Select the entities to add the Product to and click Save.

Edit Products from the Top-Level Entity

1. Click Edit from the Gear icon for an existing Product.
2. Edit as needed and click Save.

Note: Only an updated Product name is reflected in child Entities utilizing the same Product. No other data is communicated to child entities. 

3. Click Delete from the Gear icon for an existing Product to delete it.

Note: Deleting a Product is irreversible. In addition, when a Product has been utilized in any transactions within a parent or child entity it cannot be deleted until those transactions have been removed.

Edit Products from a Child Entity

Edit Products as needed within a child entity. Changes made do not affect the top-level entity.

Notice the org structure icon next to each Product created at the top-level entity. 

Note: Products added at the top-level entity cannot be deleted from a child entity.