What is a Product?

How do I create Products manually?

How do I quickly create Products?

How do I import Products from external source?

How do I manage records in Products module?

How do I export Products to spreadsheets?

How do I gain knowledge on fields in Products module?

How do I select Products while creating Invoices, Sales Orders, Purchase Orders and Quotes?

How do I include different currencies and taxes on products individually?

What is a Product?

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Products represent stock of goods in your Inventory. Products can be either procured from your suppliers or rendered to your customers depending upon nature of your Organization. Interestingly, if your company manages both selling and purchasing goods, Products module will act as a bridge between Sales and Purchase departments.

Create Products Manually

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You can enter Product details manually from Products Module. This might come handy if you will have to enter Product details individually.

Steps to create Product records manually

1. In Products tab, click on Add Product button
2. In the Create Product view, fill in the Product details
3. Click Save

Quick Create

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You can enter basic details of Product record through Quick create. This might be helpful if you are running out of time.

Steps to create Product records through Quick create

1. Click (+) Icon on top right corner
2. Click Product
3. In the Create Product view, fill in the Product details
4. Click Save

Importing Products from Existing files

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simply CRM supports importing Products from external sources such as .csv and vcf files. As it saves lots of time and efforts, it might come in really helpful for your Sales Team to import thousands of records instantly. Learn more

Managing Products

#	List of operations you can perform on records in Products Home page
1	Create Custom filters to classify records as per your requirements. You can be able to limit your search to selected columns and search criteria.
2	Click on Mass Actions button and perform actions on desired records like: Edit and Delete
3	Click Settings button > Edit Fields to configure fields and customize the layout of fields through Layout Editor
4	Click Settings button > Edit Workflows to view / create new Workflows on Products
5	Click Settings button > Edit Picklist values to modify picklist values through Picklist Editor
6	Search desired records

#	List of operations you can perform on records in detail view of Product record
1	Click Edit button to modify existing content.
2	Click More > Delete to delete the existing Product record
3	Click More > Create Quote to start creating a new Quote on the Product record
4	Click More > Create Invoice to start creating a new Invoice on the Product record
5	Click More > Create Sales Order to start creating a new Sales Order on the Product record
6	Click More > Create Purchase Order to start creating a new Purchase Order on the Product record

Exporting Products to External Source

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If you ever want your data in the form of a spreadsheet, you can export your Products records right away.

Steps to export your data

1. Click Products tab

2. Click More button > Export

3. In the Export Records page, you will find the following options

Export selected records	Click on the radio button to export the records selected in List view
Export data in current page	Click on the radio button to export all the records that are on the current list view page
Export all data	Click on the radio button to export all records in Products Module

4. Click Export Products button.

Fields Information

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Information of fields in the Products module.

Product Name	Provide name of the product. This field is mandatory.
Product Active	Enable the check-box if product is available
Sales Start Date	Specify start date of sales
Sales End Date	Specify sales end date
Support Start Date	Specify the support start date
Support End Date	Specify the support end date
Vendor Name	Select the name of the product vendor
Unit Price	Specify the price of the Product. You can imply different taxes and work with different currencies. Learn more
Handler	Select from the users or group to specify Product owner
Qty. in Stock	Specify the Quantity of stock present in the Inventory
Product Image	Provide a image to your product

Note

The Quantity in Stock field shows the units of stock present in inventory. If you would generate an Invoice on the product, the quantity in the stock will be reduced. If you would generate a Purchase Order on the product and status has reached to Received Shipment, the Quantity in the Stock field will be increased and field values will be updated automatically.

Select Products

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While creating Invoices, Sales Orders, Purchase Orders and Quotes, click on Products Icon, highlighted below, to select from existing products. Also, click on Add Products button to include more products.

Dealing with Currencies and Taxes

Manage International Currencies

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In the create view of a Product, you can be able to set multiple currencies for its use while generating Invoices, Sales Orders, Purchase Orders and Quotes. To achieve this, fill Unit Price field and click on more currencies link. You can find it under Pricing Information block.

Product Prices popup will be displayed on your screen. This will display the list of different currencies.

Currency	Displays the list of currencies you configured. Enable the check-box to manage operations on desired currency
Price	Prices are updated according to the conversion rates. However, you can modify the prices according to your requirements
Conversion Rate	Displays the values according to conversion rates
Reset Price	Reverts back the modified currency values to default values according to conversion rates
Base Currency	Select the radio button of desired currency to make it a base currency. Comes handy while managing international currencies

In the create view of Invoices, Sales Orders, Purchase Orders and Quotes, select desired currency.

Automagically, the values modified lately in the Product will be updated instead of updating the values according to conversion rates.

Imply Taxes

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In the create or edit view of a Product, you can find the taxes under Pricing Information block. Values will be automatically populated if you would enable the check-boxes. You can make modifications in tax values for products individually.

This feature comes into action if you would select Tax Mode as Individual while creating Invoices, Sales Orders, Purchase Orders and Quotes. The tax values modified lately in Product record will be displayed instead of populating taxes from Tax Calculations.

Product Bundles

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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.

Selecting sub-products under parent product

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Follow few simple steps to select sub-products under parent product

1. Click All drop-down in menu bar
2. Click Products
3. Click on desired product. (The parent product)
4. In the detail view of parent product, click Product Bundles in the right
5. Click on Add Product or Select Products to create new product, and select from existing products respectively

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

For instance, we will add product bundle on an invoice record

1. Click All drop-down
2. Click Invoices
3. In the Item Details block, select parent product. All sub-products associated with parent product are added automatically.