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How To Add New Products Or Services? (KB10000070)

1. Click Create Product.

2. Select from the drop down list if the item is for sale (Yes/No).  If set to No, the item will not be shown in the View Catalog tab.

3. Enter your unique Item/Service code to identify your product/service.

4. Enter your Vendor Part Number if any.

5. Enter your product or service description.

6. Enter your product or service detail description.  (HTML code)

7. Enter Unit Price A, B, C, and D.  These are 4 levels of pricing which can be assigned as default to individual leads and accounts.

8. Enter the Cost of the product or service.

9. Enter a Category for the product or service. 

10. Enter a Sub-Category for the product or service.

11. Enter the weight of the product if applicable.

12. Enter the dimensions for the product if applicable.

13. Enter the On-Hand quantity.

14. Enter the Stock Unit of Measure.  Ex. Unit, Piece, Dozen, Box, Case.

15. Enter the Selling Unit of Measure.   How is the item sold.  Ex. Unit, Pair, Dozen, etc.

16. Enter the Selling Factor.  Ex. enter 12 for Sell UM of Dozen, 1 for Sell UM of Unit, etc.

17. Enter the image URL.  You may also browse and upload an image after the item has been created.

18. Enter any internal notes about this product or service.  Not visible to the public.

19. Scroll up and click SAVE.




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