> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Products

> How to create and manage products in Nexudus — one-off items, recurring add-ons, booking extras, and benefit bundles.

## Overview

**Products** are items or services you sell to your customers. They are versatile and can be sold in several ways:

* As a **one-off purchase** from the members portal or shop
* As a **recurring add-on** included in a contract alongside a plan
* As a **booking extra** linked to a resource (e.g., catering for a meeting room)
* As a **deposit or sign-up fee** in a contract or proposal
* Bundled with **benefits** like time credits, passes, or money credits

Products can represent anything you charge for — from coffee and printing to day passes and equipment rental.

## How to access

Navigate to **Inventory → Products**.

<Note>
  Requires the **product** role.
</Note>

***

## Product kinds

Every product has a **kind** that classifies what it represents. The kind is a label for your own organisation — it does not change how the product works.

| Kind                 | Typical use                                                |
| -------------------- | ---------------------------------------------------------- |
| **Day pass**         | A pass granting access for a set period                    |
| **Credit bundle**    | A package of booking credits                               |
| **Stationery**       | Office supplies                                            |
| **Booking feature**  | A feature added to a booking (e.g., video conferencing)    |
| **Booking products** | An item sold alongside a resource booking (e.g., catering) |
| **Lockers**          | Locker rental                                              |
| **Equipment**        | Physical assets (desks, monitors, IT hardware)             |
| **Event services**   | Items sold as part of events                               |
| **Admin services**   | Administrative services                                    |
| **Food & Beverage**  | Café, vending, or catering items                           |
| **Other services**   | Anything else                                              |

***

## Creating a product

<Steps>
  <Step title="Navigate to Products">
    Go to **Inventory → Products** and click the "+" button.
  </Step>

  <Step title="Enter product details">
    Fill in the required fields:

    * **Product name** — a clear name shown to customers
    * **Product kind** — select the category that best fits
    * **Product description** — describe what the customer is getting
    * **Unit price** — the price charged per unit
  </Step>

  <Step title="Configure portal display">
    Set how the product appears in the members portal:

    * **Display on website/App** — whether customers can see and purchase it
    * **Category** — a tag for grouping products in the shop (e.g., "Food", "Printing")
    * **Display position** — the sort order in the shop
    * Upload a **product image** if desired
  </Step>

  <Step title="Save">
    Click **Save** to create the product. Additional tabs become available for configuring benefits, availability, and integrations.
  </Step>
</Steps>

***

## Product details

### General fields

| Field                     | Description                                                                                         |
| ------------------------- | --------------------------------------------------------------------------------------------------- |
| **Product name**          | The name displayed to customers and on invoices                                                     |
| **Product kind**          | A classification label (does not affect functionality)                                              |
| **Product description**   | A longer description shown in the members portal                                                    |
| **Unit price**            | The amount charged per unit, in your selected currency                                              |
| **Prorate with contract** | When enabled, the price is pro-rated based on how far through the billing cycle the purchase occurs |

### Portal and apps

| Field                      | Description                                               |
| -------------------------- | --------------------------------------------------------- |
| **Product image**          | An image shown in the members portal shop                 |
| **Display on website/App** | Whether the product is visible to customers in the portal |
| **Category**               | A tag used to group products in the shop view             |
| **Display position**       | Controls the sort order when multiple products are listed |

### Purchase links

Once saved, each product gets two shareable links:

| Link                                 | Purpose                                                          |
| ------------------------------------ | ---------------------------------------------------------------- |
| **Purchase link (new customers)**    | Takes new visitors through sign-up then directly to this product |
| **Invite link (existing customers)** | Takes logged-in customers directly to this product in the shop   |

### Invoice the purchasing customer

When enabled, the product charge is always invoiced directly to the customer who purchased it — even if they belong to a team where another member normally pays. Use this for personal items that should not be billed to the team.

### Financial details

These fields appear when your location requires financial accounts or tax rates:

| Field                 | Description                                                                    |
| --------------------- | ------------------------------------------------------------------------------ |
| **Financial account** | The accounting category for this product (syncs with your accounting software) |
| **Tax rate**          | The tax rate applied to this product                                           |

### AI agent settings

Control how AI agents in the members portal can recommend or sell this product:

| Field                      | Description                                                                |
| -------------------------- | -------------------------------------------------------------------------- |
| **Available to AI agents** | Whether the AI assistant can suggest this product to customers             |
| **Notes for AI agents**    | Instructions or context for the AI about when to recommend this product    |
| **Show price for AI**      | Whether the AI should mention the price when recommending                  |
| **Price for AI**           | An alternative price shown by the AI (if blank, the regular price is used) |

***

## Benefits

The Benefits tab lets you bundle credits, passes, and allowances with a product. When a customer purchases the product, these benefits are activated automatically.

| Benefit type        | What it provides                                             |
| ------------------- | ------------------------------------------------------------ |
| **Money credit**    | A monetary credit applied to the customer's booking balance  |
| **Time credit**     | An allowance of booking time for specific resource types     |
| **Passes**          | One or more passes granting time-limited access to the space |
| **Printing credit** | An allowance for printing services                           |

Benefits are multiplied by the purchase quantity. For example, if a product includes 2 passes and the customer buys 3 units, they receive 6 passes.

<Tip>
  Use benefit bundles to create "credit packs" — for example, a product that gives 10 hours of meeting room credit when purchased.
</Tip>

***

## Availability

### Purchase type

Controls how the product can be sold:

| Option                                                   | Meaning                                                             |
| -------------------------------------------------------- | ------------------------------------------------------------------- |
| **Both as a one-off purchase or as an add-on to a plan** | Can be bought directly from the shop and also included in contracts |
| **Only as an add-on to a plan**                          | Can only be added to a contract — not available in the shop         |
| **Only as a one-off purchase**                           | Can only be bought directly — cannot be added to a contract         |

### Purchasable by

Restrict who can buy this product:

| Option            | Who can purchase                          |
| ----------------- | ----------------------------------------- |
| **All customers** | Anyone (members and contacts)             |
| **Members only**  | Only customers with an active contract    |
| **Contacts only** | Only customers without an active contract |

When set to **Members only**, you can further restrict to customers on specific plans.

### Stock management

| Field                      | Description                                                  |
| -------------------------- | ------------------------------------------------------------ |
| **Monitor stock levels**   | Enables stock tracking for this product                      |
| **Prevent negative stock** | Stops purchases when stock reaches zero                      |
| **Stock alert threshold**  | You receive a notification when stock drops below this level |
| **SKU**                    | A unique internal reference code for inventory tracking      |

***

## Integrations

| Integration     | Description                                               |
| --------------- | --------------------------------------------------------- |
| **Square ePOS** | Syncs this product to your Square point-of-sale inventory |
| **NexKiosk**    | Makes this product available on your self-service kiosk   |

***

## How products connect to other features

### Products in contracts

Products can be added to a customer's contract as recurring charges. The product is invoiced each billing cycle alongside the plan fee. This is configured from the contract page, not from the product itself.

### Products linked to resources

Products can be linked to resources as booking add-ons. When a customer books that resource, they can optionally add the linked product (e.g., adding catering to a meeting room booking). This is configured from the resource page.

### Products in proposals

Products can be included in sales proposals as line items, representing sign-up fees, deposits, or other costs.

***

## Webhooks

| Event                        | Triggered when                        |
| ---------------------------- | ------------------------------------- |
| **Product purchased**        | A customer buys a product             |
| **Product purchase updated** | A product purchase record is modified |
| **Product purchase deleted** | A product purchase is removed         |

***

## Best practices

* **Use descriptive names and images** — customers see these in the portal shop, so make them clear and appealing.
* **Set up categories** consistently — use the same tags (e.g., "Food & Beverage", "Office supplies") across products for a clean shop layout.
* **Use stock tracking** for physical items to avoid overselling and get alerts when you need to reorder.
* **Use "Members only" restrictions** to create exclusive products available only to customers on certain plans.
* **Bundle benefits** to create compelling credit packs or day pass packages that customers can self-purchase.
* **Enable pro-rating** for recurring contract add-ons so customers joining mid-cycle are charged fairly.
* **Use the "Invoice the purchasing customer" option** for personal items in team billing scenarios (e.g., food, personal printing) so the cost stays with the buyer.

***

## Related pages

<CardGroup cols={2}>
  <Card title="Plans" icon="file-contract" href="/platform/billing/plans">
    Create membership plans that can include products as recurring add-ons.
  </Card>

  <Card title="Resources" icon="door-open" href="/platform/billing/resources">
    Link products to resources as booking extras.
  </Card>

  <Card title="Time credits" icon="coins" href="/platform/billing/time-credits">
    Configure time credit allowances that can be bundled with products.
  </Card>

  <Card title="Contracts" icon="file-signature" href="/platform/finance/contracts">
    Add products to customer contracts as recurring charges.
  </Card>
</CardGroup>
