Products

Products

Overview

Actions

Field Descriptions

Sub-panels/Related Information

Availability
  • Standard
  • Professional
  • Enterprise

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

  1. Access the Product Create form using one of the following:
    • Click Sales & Marketing > Products > Create Product from the Navigation menu.
    • Click Create New on the Products List View.
  2. Complete the Products Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  3. Click Save to save the record and view its detail page, or click Cancel .

Select a Product from the Catalog

    1. Click the Select button located next to the Product field.
      The Product Catalog Popup List View displays two sub-panels.
      • Search sub-panel enables you to search for a product by name, category, type, or manufacturer.
      • Product Catalog List sub-panel displays independent nodes (records) of each product category within the catalog tree. Parent nodes (sub-categories) and their child nodes (records within the sub-categories) are not displayed in the list.
    2. To view independent nodes within a product category, click the category name in the Product Catalog sub-panel.
    3. To view or drill down a parent node within a category, click + located next to the category name in the Product Catalog sub-panel.
      ProTracker displays the child nodes in the Product Catalog List when you click a parent node.
    4. To select an item, click its name in the Product Catalog list.

    This enters the item name in the Product field of the Products page. Other information such as the category, manufacturer, and the manufacturer's part number display in the relevant fields.

Display a list of Products

Click Sales & Marketing > Products > View Products.
The Products List View displays.

Display the details for a product

Click the Product name in the Products List View.
The Product Detail View displays.

Edit product information

  1. Access the Product Edit View by doing one of the following:
    • Click Edit in the Product Detail View.
    • Click the edit icon (pencil) associated with the Product record in the Products List View.
  2. Update the information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more Product records

  1. In the Products List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single Product record by clicking Suppress on the Product Detail View.

Manage records in a sub-panel

See Manage related information in sub-panels.

Update information related to multiple Products

  1. In the Products List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

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

  1. Click Sales & Marketing > Products > Import Products from the Navigation menu.
  2. Follow the instructions in Importing data.

Export records

  1. In the Products List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

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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