Create New Product

Creating a product catalog is a very easy and fast process. You simply open the product module then, in the upper right corner click the '+New Product' button and fill in the required fields, such as product name and other related data such as price, unit, and category.

Create New Product

Component Explanation:

Field Name	Description
Product Name	Specify the product name. This field is mandatory.
Product Code	Enter the code of the product.
Price	Price of the product per unit.
Unit	Select the product unit from the drop-down, or you can add more or remove a product unit from the list by selecting the 'Edit & Add Units' option. Then, you will see a pop-up product unit. To add a product unit, type the new unit and click the '+Add' button or you can click the 'Remove' icon to remove the product unit from the list. Note: Make sure when removing the unit there's no product using that unit.
Category	Select the product category from the drop-down, or you can add more or remove a product category from the list by selecting the 'Edit & Add Categories' option. Then, you will see pop-up product categories. To add product categories, type the new categories name and click the '+Add' button or you can click the 'Remove' icon on the categories to remove product categories from the list. Note: Make sure when removing the category there's no product using that category.
User Access	By default, user access consists of everyone, owner, owner group, and select group.

After you create products, you can associate them to your deal records to help track what you’re selling and how much revenue you’re earning from your deals. Learn how to add products related to the deal in 'Add Product on Deal'.