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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.
  

Create a New Product Record

• 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:
  

Create New Product - Form Parameters
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	Enter the product information.
Serial No	Enter the serial number of the product.
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.

Clone a Product Record

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.

Import Product Records

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.