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Products
Products
What is a Product?
Products represent stock of goods in your inventory: the list of products sold by your organization.
How to create a new Product?
You can enter a new Product by clicking on the “+” menu icon from Products module. At this point, the system shows you the Create Product view and you can fill in with Product details. Please note that some fields are mandatory.
When you have finished up, click Save button.
How to manage an existing Product?
From the Products home page, you can:
- Search desired records (also with advanced search if you want) and define custom filters to classify records that match your requirements. You can limit your search to selected columns and search criteria.
- Select a/some record/s from the list and then Edit (a new window is shown with the possibility to enter the values for the fields) or Delete.
- Click Settings button (the wrench icon) to configure fields and customize the layout of fields (Layout Editor), to view/create Workflows on the module, to modify the picklist values (Picklist Editor).
From the detail view of a Product record, you can:
- Edit existing content.
- Link the record to other system records.
- Delete the existing record.
- Duplicate the existing record.
How to import Products from existing files?
The system supports importing Products from external sources such as .csv files. It's possible to import thousands of records instantly, saving lots of time and efforts.
To import from a .csv file, click on import icon (the arrow pointing down) and follow the steps.
How to export Products to external source?
You can export Products records to have your data in the form of a spreadsheet.
To export Products in a .csv file, click on export icon (the arrow pointing up) and follow the steps. In the Export Records page, you could: export selected records (to export the records selected in list view), export data in current page (to export all the records that are on the current list view page) or export all data (to export all records).
If you have previously done a research, you can choose to export the results of such research, or to export without the search results.
Dealing with Currencies and Taxes
Product Bundles
