Products
Availability
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Overview
Use the Products module to define, catalog, and manage products for your organization.
You have the option of selecting an item from the product catalog, or creating a new product that is not in the product catalog.
About products and product catalog
The Products module lists all products that have already been sold or are in the process of being sold.
The Product Catalog displays a list of all the products that your organization sells. By entering products into the product catalog, the sales team will be able to add products to quotes.
The product catalog is a manually maintained list managed by the administrator and groups products into product types. Each product type can consist of several product categories. Each product category can further be grouped into sub-categories. The association between categories and individual records is represented as parent-child relationships in a hierarchical manner. A category is a parent and the individual products are the children. A sub-category is both a parent and a child.
The administrator defines all the product types, categories, and manufacturer information within ProTracker. The following illustration depicts the hierarchy in the product catalog.
ProTracker enables you to create a free standing item if your organization does not maintain a product catalog or if you need to define a product that is not in the catalog. Products that you define are not added to the product catalog.
Defining products
When you define a product, you can select a type and a category from the existing list set up by the administrator. This enables you to group and manage them effectively. You can also associate a product with an account. This enables you to view and edit the product from the account's Detail View page.
The Products home page lists products that you define but not those from the Product Catalog. When you create a quote from the Product Catalog, the records in the quote are automatically added to your products list.
After you define a product, you can link it with a related product in the record's Detail View.
Actions
Follow the instructions below to perform tasks such as defining, editing, and exporting Product records.
To… |
Then… |
Define a Product record |
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Select a Product from the Catalog |
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Display a list of Products |
Click Sales & Marketing > Products > View Products. |
Display the details for a product |
Click the Product name in the Products List View. |
Edit product information |
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Suppress one or more Product records |
You can also suppress a single Product record by clicking Suppress on the Product Detail View. |
Manage records in a sub-panel |
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Update information related to multiple Products |
For more information, see Editing and suppressing multiple records. |
Duplicate product information |
Click Duplicate in the Product Detail View. Duplication is a convenient way of creating a similar product. You can change and save the information in the duplicate record to create a new record. |
Import Product records |
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Export records |
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Field Descriptions
Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
Product* |
Enter the name for the product; or click Select to choose from the Product Catalog. For more information, see Select a Product from the Product Catalog. This is a mandatory field. |
Status |
Click the current status for the related account, such as Shipped or Quoted. |
Account Name |
Click the Account related to this product on the Accounts Popup List View (displays upon clicking the Selection arrow) or the list of Accounts that match the character(s) you enter. |
Contact Name |
Click the Client related to this product on the Clients Popup List View (displays upon clicking the Selection arrow) or the list of Clients that match the character(s) you enter. |
Quantity |
Enter the number that specifies the product quantity for the account. |
Purchased |
On the Date Selector click the purchase date if the product is being purchased. |
Serial Number |
Enter the product's serial number. |
Support Starts |
On the Date Selector click the date when support begins if your organization provides product support. |
Asset Number |
Enter the product's internal inventory number. |
Support expires |
On the Date Selector click the date when support stops. |
Currency |
Click the currency in which the account will pay for the product. |
Cost |
Enter the actual cost of the product. |
List Price |
Enter the list price for the product. |
Book Value |
Enter the amount of the order that was booked, if the account is purchasing the product. |
Unit Price |
Enter the unit price for the product. |
Book Value Date |
On the Date Selector click the date on which the order was booked. |
Discount Rate |
Enter the discount offered on the product. |
Discount in % |
Click the checkbox to indicate that discount rate offered is in % format. |
Product URL |
Enter the Internet address location if product is available online. |
Tax Class |
Click the dropdown item identifying if the product is taxable. |
Manufacturer |
Click the product manufacturer. |
Weight |
Enter the product weight |
MFT Part Number |
Enter the manufacturer's part number for the product. |
Category |
Click the category to which the product belongs. |
Vendor Part Number |
Enter the part number for the product if your organization is the vendor. |
Type |
Click the product type. |
Description |
Enter a brief product description. |
Support Title |
Enter the title of the Support personnel providing product support. |
Support Contact |
Enter the name of user responsible for providing support to the account. |
Support Desc |
Enter a brief product support description. |
Support Term |
Click the term for which support will be provided. |
Sub-panels/Related Information
Sub-panels include:
Documents | Notes |
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