Add a Product
The product interface allows you to add and keep track of products that are bought and sold.
There are five possible ways to create a product record:
- Create a new product record – Click 'All' > 'Products' > 'Add Product'. See 'Create a New Product Record' for more information.
- Quick create a record – Add a new product record with the minimum required information. Other details can be added later as required. See 'Quick Create a Product Record' for details.
- Clone a record – Duplicate an existing product record to use as the starting point of a new product. See 'Clone a Product Record' for more information.
- Import product records – Import a list of product records from a .csv or .vcf file. See 'Import Product Records' for details.
- Create
a product record from within another module (organizations, contacts
etc). See 'Create
a Product Record from other Modules'
for more information.
- Click 'All' then 'Products' (under 'Inventory'), or click 'Products' on the title bar
- Click the 'Add Product' button
- The
'Create New Product' page will open:
Form Parameter |
Description |
---|---|
Product Details |
|
Product Name |
Specify the product name. This field is mandatory. |
Product Active |
Indicates whether the product is in production
or not. |
Part Number |
Enter the part number of the product. |
Sales Start Date |
Select the sales start date from the calendar. |
Manufacturer |
Select the product manufacturer from the
drop-down. To add more or remove manufacturer from the list
contact, your administrator. |
Product Category |
Select the product category from the
drop-down. To add more or remove a product category from the
list, contact your administrator. |
Support Start Date |
Select the support start date for the product
from the calendar. |
Sales End Date |
Select the sales end date for the product from the calendar. |
Support Expiry Date |
Select the support expiry date for the product from the calendar. |
Vendor Name |
Name of the supplier vendor. |
Website |
The website of the vendor.
|
Vendor Part No. |
Part number provided by the vendor for the product. |
Mfr. Part No. |
Part number provided by the manufacturer for the product. |
Product Sheet |
|
Serial No |
|
GL Account |
Select the account from the drop down. To add
or remove an item from the list, contact your administrator. |
Pricing Information |
|
Unit Price |
Cost of the product per unit. Click 'More Currencies' to change the currency. You can manage currencies by clicking the gear icon on the top right, 'CRM Settings' > 'Other Settings' > 'Currencies'. |
Commission Rate |
The commission paid to the supplier vendor
for purchasing the product |
Taxes |
The applicable taxes for the product. The enabled tax fields will be shown. You can manage taxes by clicking the gear icon on the top right, 'CRM Settings' > 'Other Settings' > 'Calculations'. |
Stock Information |
|
Usage Unit |
Select the unit for the product. |
Qty / Unit |
Enter the number of (pieces, area, packs and so on) that represent a unit. |
Qty. in Stock |
Number of items that are currently available. |
Reorder Level |
Enter the number that when reached, the product has to be ordered. |
Handler |
The user and user group that is responsible.
Contact your administrator to add / remove users / groups from
the list. |
Qty. in Demand |
The number of units that are to be supplied to
customers. |
Product Image Information |
|
Product Image |
The image of the product. Click 'Choose File', navigate to the stored location and click open. |
Description Details |
|
Description |
Enter any information and directions you would like to add about the product. |
- Click 'Save'. The product will be saved and added to the list in the 'Products List' interface
Quick Create a New Product Record
The 'Quick Create' option allows you to create a product record from any interface. It requires you to enter only basic details. You can add more details by clicking 'Go to full form'. You can, of course, also edit the record at a later date to add more information.
- Click the '+' button at the top right from any interface of CRM and choose 'Product' from the options.
- Fill-in the product details in the 'Quick Create Product' dialog. Descriptions of the form parameters are available in this table.
- If you want to view and enter all details, click 'Go to full form'.
- Click 'Save'
The record will be saved and added to the list of asset records in the 'Products List' interface. You can open the details interface for the record by clicking the product name and add/edit the details as required at anytime.
Customer Relationship Management (CRM) allows you to create a new product record using an existing record as a template. You can then edit the cloned record as required.
To clone a product record
- Click 'All' on the title bar and choose 'Product' under 'Inventory' to open the 'Products List' interface
- Click the name of the product record you want to clone from the 'Product Details' interface
- Click 'More' on the top right and choose 'Duplicate'
The 'Creating New Product' form will open with the details populated from the original record.
- Enter a details for the new product.
- Edit the details as required. Descriptions of the form parameters are available in the table above.
- Click 'Save'.
The
product record will be saved and added to the 'Products List'
interface.
Another method of creating a
product record is to import from a per-existing list of product
records.
To import product records
- Click 'All' on the title bar and choose 'Product' under 'Inventory' to open the 'Products List' interface
- Click 'Actions' > 'Import'
Follow the on-screen instructions to import the desired product records. See 'Import and Export Records' for more information.
Create a Product from other Modules
You can also create new product records from other modules. For example you can create a product from an contact record. See 'Associate Records from other Modules to a Contact' for more information.