How to update a product in CornerSpot

Your products change over time — prices rise, descriptions get sharper, a SKU is added, or a plan picks up new features. In Cornerspot you can update a product's details in seconds, right from the Products table. This guide shows you how.

How to update a product in Cornerspot

Editing a product takes just a few clicks from the Products page — no need to open a separate screen.

1. Open Products and find the product

From the dashboard, open Products. Locate the product you want to update, then click anywhere on its row to open it for editing.

Clicking a product’s row in the Cornerspot CRM Products table to open it for editing
Clicking a product’s row in the Cornerspot Products table to open it.

2. The Edit Product panel opens

An Edit Product panel slides in from the right, pre-filled with everything you already have on this product. Change any field you need.

The Edit Product panel pre-filled with a product’s details in the Cornerspot CRM
The Edit Product panel, pre-filled with the product’s current details.

3. Update the details

Change whatever you need to. In this example we refine the Description and update the Default Price — you can edit the name, code (SKU), currency, categories, unit, pricing model, taxes, discounts, tags, and more the same way.

Updating a product’s description and default price in the Cornerspot CRM
Updating the product’s description and default price.

4. Save your changes

Click Save Changes. Your edits are saved instantly and the product’s row updates to reflect the new details.

A product’s updated details shown in the Cornerspot CRM Products list
The Products list, updated with the product’s new description and price.

How product updates flow through Cornerspot

Because every part of Cornerspot reads from the same product record, an update made here is reflected everywhere instantly:

  • Quotes & deals: When you add this product to a new quote or deal, it picks up the latest price and details automatically.
  • Invoices & subscriptions: New invoice and subscription line items use the product’s current pricing and description.
  • Catalog & reporting: Category, status, and tag changes immediately reshape your product filters, saved views, and reports.

There’s no syncing or re-entering data — edit a product once and Cornerspot keeps everything consistent. Note that changing a price here updates the catalog going forward; documents you’ve already created keep the price that was on them when they were issued.

Tips for keeping your product catalog up to date

  • Keep the description clear and current — it’s what your team and customers see on quotes and invoices.
  • Use categories and tags to organize your catalog so products are easy to find and report on.
  • Set the pricing model (one-time or recurring) to match how the product is actually sold, so billing stays accurate.
  • To retire a product without losing its history, switch Active off rather than deleting it — it stays on past documents but drops out of pickers.

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