The CRM allows you to link product information with your sales process. To enter a new product, click the plus icon at the Inventory > Products menu for the full set of options. An Edit View-Master Data window will open as shown in the figure.
You may enter the following product or service information.
Product Information
List of default master data entry fields for product information
| Name | Description |
|---|---|
| Product Name: | You have to give each service or product a unique name |
| Product Code: | You should give each product a unique order code. This could be a combination of letters and numbers. Customers should use this code with their orders. |
| Product: | You may select a product from your existing product catalogue. |
| Active: | By marking this checkbox, a product becomes active and is available for purchase. |
| Product Category: | Here you may select a category for your product. Note that your CRM administrator can modify the selection list. |
| Sales Start/End Date: | You may select a time frame in which your company sells this product |
| Support Start/Expiry Date: | You may select a time frame in which this product is maintained. |
| Leads/Accounts/Potentials | You may refer to this product with a special lead, account or potential. Note that you cannot enter a reference directly. You have to pick a reference from existing CRM data |
| Contact Name: | You may pick a referencing contact. That could be, for instance, a person which you can contact for further product information. |
| Website: | You may enter a website with more product information |
| Vendor Name: | If you sell third party products, you may select a vendor here. |
| Part No: | If each of your products has their own part numbers, you may enter it here. |
| Vendor Part No: | If your vendor has provided you with a part number for ordering the product, you may enter it here. |
| Serial No: | If each of your products has a special serial number, you may enter it here. |
| Product Sheet: | You may enter a name of a product data-sheet that is available form other resources. |
| GL Account: | This entry refers to a General Ledger Account and could be useful if you were importing/exporting items from your accounting program. Each account in your General Ledge usually has a number for reference. |
Pricing Information
List of default master data entry fields for product pricing information
| Name | Description |
|---|---|
| Unit Price: | You should enter a price per unit. This price may be the list price you pay when you purchase this product from a third party. Note that the selling price can be different as defined in you price-lists |
| Commission Rate: | You may enter your commission in %. |
| Tax Class: | You may enter a tax in % that applies to a product. Note that your CRM administrator configures the tax types and rates. Only tax types defined by the administrator will be displayed. You may change the tax amount but not the tax type if necessary. |
Stock Information
The CRM supports you in maintaining a stock of goods. You may specify stock information and assign someone responsible for maintaining the stock.
| Name | Description |
|---|---|
| Usage Unit: | You may enter the type of units of goods in your stock. Note that this list can be modified by your CRM administrator. |
| Qty/Unit: | You may enter a number of goods per unit (e.g. 15 pieces of goods in each unit). |
| Qty in Stock: | You may enter the quantity in stock. This information is used by the CRM when making quotes, orders or invoices. Whenever you make a quote etc. the quantity in stock is displayed and reduced automatically if you sell a product. |
| Handler: | You should assign a responsible person for maintaining the stock. This person will automatically be informed by the CRM system if goods are sold. |
| Reorder Level: | Here you may enter the minimum quantity of goods you want to keep in stock. If the CRM system detects that during the sales process the actual quantity in stock gets close to the minimum amount, the person in charge of the stock will be notified by e-mail. |
| Qty. in Demand: | Here you may note the number of goods you usually buy. |
List of default master data entry fields for product stock information
Product Image Information
You may add up to 6 product images to your product. The image must be in .jpg, .gif or .png format.
Warning!
You should keep the image size as small as possible to avoid time-consuming downloads every time you display this CRM page. If you add more than one image, your images will be displayed as rotating cube as shown in the next figure:
Description Information
Here you have a space for further product information if required.
Click Save to transfer your product information to the CRM system. After saving, the detail view of your product opens. You will see the master data you have just entered.
If you click the More Information tab have the possibility to enter additional information or to work with the product as displayed in the figure.
List of default master data entry fields for more information to products
| Name | Description |
|---|---|
| Trouble Tickets: | Here you will find all product-related tickets. These tickets may be based on customer complaints, product bugs, or other customer-related after-sales events. |
| Attachments and Notes: | Here you may add attachments or notes to a product. That can be data sheets, additional product images or others. |
| Quotes: | The CRM lists all quotes which contain this product. You may also create a new quote here |
| Purchase Orders: | The CRM lists all purchase orders which contain this product. You may also create a new order here. |
| Sales Orders: | The CRM lists all sales orders which contain this product. You may also create a new order here. |
| Invoice: | The CRM lists all invoices which contain this product. You may also create a new invoice here. |
| Price Books: | The CRM lists all price books which contain this product. You may also create a new price book here. |
| Leads: | The CRM lists all leads which contain this product. You cannot create a lead here. |
| Accounts: | The CRM lists all accounts which contain this product. |
| Contacts: | The CRM lists all contacts which contain this product. |