Product Set up in CRM

DataForce CRM will manage your Categories and Products. There is no limit to the number of products which can be imported into CRM or manually entered. This is a list of default master data entry fields for product information:

• Product Name: Each product or service must be given a unique name.
• Product Code: A unique code is assigned and used by customers to order.
• Product: Item assigned to your product catalog.
• Active: Product is available for purchase.
• Product Category: CRM admin can modify this in SETTINGS.
• Sales Start/End: Time frame to sell product.
• Support Start/Expiry: Support contract lifetime.
• Leads/Accounts/Potentials: Product can be associated to the sales process for detailed tracking.
• Contact Name: Reference for product information.
• Website: url for product details.
• Vendor Name: If you sell 3rd party products Vendor is recorded here.
• Part No.: Record part numbers here.
• Vendor Part No.:Vendor supplied part number for ordering.
• Serial No.: Enter unique serial number here.
• Product Sheet: name of data sheet that is available.
• GL Account:This refers to a General Ledger acccount and could be useful when importing/exporting data to an accounting program.

Summary

Products can be order using the Purchase order module. Detailed product data is captured and then is available in your Product Catalog for purchase and quotation. Please refer to the user manual under Getting Started in this wiki or support@dataforcecrm.com for queries.