The products page will display a list of all the products loaded into your system. The user can add, edit, duplicate, disable, and manage the products on their product list from this page. These products will be used when sales reps and other users are added to projects they create using the system.

Adding a new Product

  1. Click on the add new Icon in the top right of the screen.

  2. Select the type of product you are adding from the drop down

    1. Product: This is a physical product purchased by clients to fulfill a want or need.

    2. Service: This is a service based solution that is required by a client to fulfill a want or need.

    3. Courier: This refers to a specific service or package offered by courier companies.

  3. Enter in your product details. You must add a Product Code (SKU), Base code and Description as a minimum to be able to save the product. (If you product is a single product with no variants, you can use the Product code as your base code)

  4. Click Save.

  5. Once you have done the initial save, you will be able to add images and additional product information.

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