Comodo One

• Introduction To CRM
  • Login To CRM
• The CRM Administrative Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Manage Products

• The 'Products List' interface displays the products in the inventory. Key information is also shown for each product, including part number, commission rate, unit price and so on.

• Click on a product then click 'Edit' to update the product as required. The editing interface also allows you to view previous updates to the product.

• You can bundle multiple products per your sales requirement.

• You can associate records from other modules to a product. Other modules include organizations, quotes, sales orders, invoices and more.

To view product details:

• Click 'All' > 'Products' to open the 'Products List' interface

• Click on a product to open its details page

Edit a product:

• Click 'All' > 'Products' to open the 'Products List' interface

• Click on a product's name and then the 'Edit' button at the top right of the 'Product Details' interface.

OR

• Click 'All' > 'Products' to open the 'Products List' interface

• Place your mouse cursor over the name of a product to reveal the action buttons on the right of the row.

• Click the 'pencil' icon to open the product edit interface:

• See this table for descriptions of the fields in the 'Product Details' interface

The links on the right of a product detail page let you view and manage the following items:

• Product Details – Shows complete product details

• Updates - Track all modifications done on the product record

• Modules – Allows to view the records of other modules that are linked to the product record. You can also link a new record from the modules. See 'Associate Records from other Modules to a Product' for more information.

• Product Bundles – View the products that are bundled to this product. You can also bundle more products by clicking 'Select Products' and 'Add Product' buttons. See 'Project Bundles' for more information.

• Parent Product – Allows to view the product to which it is bundled.

The interface allows you to:

• Select a desired product record

• Click 'Edit' to modify a product information 

• 'More' menu: 

• 'Delete Product' to delete product record 

• 'Duplicate' to clone the record to use it as the basis of a new product. See 'Clone a Product Record' to find out more. 

• 'Create Invoice' to create an invoice for the product record. See 'Create an Invoice' to know more. 

• 'Create Sales Order' to create a sales order for the product record. See 'Add a Sales Order' to know more.

• 'Create Purchase Order' to create a purchase order for the product. See 'Add a Purchase Order' for more information.

• 'Create Quote' to create a quote for the product record. See 'Create Quotes' for more details.

Product Bundles

This feature helps you to have sub-products for products. While creating Sales Orders, Purchase Orders, Invoices and Quotes, upon selecting parent product, all sub-products are automatically selected into the cart.

To select sub-products under parent product

• Click 'Products' tab and select the desired product. (The parent product)

• In the detail view of parent product, click 'Product Bundles' in the right

• Click 'Select Products' or 'Add Product' to select from the existing products or create a new product respectively

After successfully creating a product bundle, the parent product and sub-products under it are ready for selection under Invoices, Purchase Order, Sales Order and Quotes.