Listing Product

Listing Products #

Users can list the products and services that the organization offers or frequently purchases. To access the Listing page, navigate to SALES > SERVICES PROVIDED.

1. On this page, all products and services are displayed along with their respective attributes.
2. Users can sort the products based on their prices to easily find items within a specific price range.
3. To delete a product, users can select the checkbox next to the product and then click Delete from the More options menu.
4. Users can apply filters to display products based on different attributes, making it easier to locate specific items.

Adding a New Product #

1. Click on the ‘+’ (plus) icon located at the top right corner of the Search screen.
2. Users will be redirected to the Create Product screen.
3. Enter all the required information, including Price, Salesperson, Seller Contact Information, Tax Information, and other necessary details.
4. Click on Save to create the new product.

Once saved, the new product will be available for use in projects or opportunities within the application.