Managing your product catalog efficiently is essential for maintaining accurate records and streamlining your sales processes. This tracking includes details such as product descriptions, pricing, stock levels, and associated sales data, which can be used to analyze customer preferences and optimize sales strategies. Accurate product information within a CRM system enables businesses to provide better service, enhance customer satisfaction, and drive sales growth. This guide will walk you through the steps to add, edit, and delete a product in your system.

 Guide to Add a Product

   1. Navigate to the Product Section

  • From the main dashboard, locate the Essentials< Product tab in the main menu or navigation panel.
  • This will open the Product List page. 
  • Click on the "Add Product" button at the page's top-right corner.

   2. Add a New Product by filling in the details 

Product Name Enter the name of the product
Category Select the appropriate category for the product
Description Provide a detailed description of the product
Product Code Enter the unique identifier for the product
Price Specify the price of the product
Quantity Enter the available quantity of the product
Unit Enter the unit of measurement of the product
Product Image  Upload the image of the product
Stock  Enter the inventory stock of the product
Tax Enter relatable tax of the product
Additional Fields Fill in any other fields as required by your organization
  • Once all the details are filled in, click on the "Save" button to add the product to your account.

 Guide to Edit a Product

   1. Locate the Product

    • From the main dashboard, locate the Essentials< Product tab in the main menu or navigation panel.
    • This will open the Product List page. 

   2. Select the Product to Edit

    • Browse through the product list or use the search bar to find the product you want to edit.
    • Click on the edit icon (pencil icon) given next to the respective field you want to edit.
    • Update the necessary fields with the new information.
    • Once you have made the desired changes, click the “Save” button to update the product’s details.

 

Guide to Delete a Product

1. Locate the Product

      • From the main dashboard, locate the Essentials< Product tab in the main menu or navigation panel.
      • This will open the Product List page. 
      • Search for the product you want to edit using the search bar or by browsing through the list.

via List View- 

2. Delete the Product

  • Click on the three dots of the respective Product you want to delete. 
  • A dropdown will appear. Click on the Delete Product option. 
  • A confirmation dialog will appear, asking you to confirm the deletion.
  • Click OK to delete the Product.

via Detail View-

1. Delete the Product

  • Click on it and it will redirect to the Product Detail Page.
  • Click on the Delete icon given in the top right corner. 
  • A confirmation dialog will appear, asking you to confirm the deletion.
  • Click OK to delete the Product.

Guide to Duplicate a Product

1. Locate the Product

  • From the main dashboard, locate the Essentials< Product tab in the main menu or navigation panel.
  • This will open the Product List page. 
  • Search for the product you want to edit using the search bar or by browsing through the list.

2. Duplicate the Product

  • Click on the three dots of the respective Product you want to duplicate. 
  • A dropdown will appear. Click on the Duplicate Product option. 
  • A confirmation dialog will appear, asking you to confirm the duplication.
  • Click OK to duplicate the Product.
  • This will create a copy of the product with all the same information and will be displayed with (Copy) mentioned in the product name.