Products are the subject of sales. It is impossible to make deals without these elements.
Products are the goods and services that your clients can purchase or receive from you. Something that will satisfy their needs.
In Uspacy's CRM, a product is a supporting entity on the basis of which a deal is made. These are the goods or services that you sell or provide to the client. Those specific tangible or intangible things that you work with in your market segment.
How to add a product?
To do this, first go to the corresponding item in the CRM section.
Next, click on the Add button.
The creation form will open. Here you first need to specify the name of the product.
Next, fill out all the necessary fields in the card.
A category is a group of products united by a common feature. Select the desired one from the list or create a new one.
🔍 You can read more about how to create categories and work with them in the following article.
Product type characterizes it as a goods or a service.
Goods are products of labor that are intended for sale. Something that has its own material form (physical essence), is visible and can be stored, for example, in a warehouse.
A service is the action of doing work for someone. Something that does not have a material form (physical essence), but creates conditions, advantages or mood for the client.
The article is a unique code, a marking of the product to determine its features and differences from other similar products. It is used to simplify sorting.
Price (product cost, which has a numerical value) and Currency (monetary unit).
❗️Please note that the currencies available for selection in the list will be those currencies specified in the field Currencies available in the system in the General settings of the Space.
Tax is a compulsory contribution to state revenue.
In the framework of CRM and sales, we are talking about indirect taxes, that is, taxes on goods and services, which are set in the form of an extra pay added to the price or plan.
Select the desired tax, having previously added it to the system
Specify whether to include it in the price. To do this, check the box next to the field.
🔍 You can read more about taxes in CRM in the following article.
Prices for a product can be specified in all currencies that are available for use in the system. To do this, click on the Add button.
And fill out these fields (Price, Currency, Tax) with the required values.
💡Please note that prices in different currencies are configured manually and not converted automatically. Therefore, a change in the price, for example, in US Dollars will not change the price in Euros or Hryvnias.
A unit of measurement is a certain standardized quantity intended for the display of quantities similar to it.
Select a value from the list. It can be either a unit of measurement already predefined by the system or one that you have created yourself.
🔍 You can read more about how to add units of measurement and work with them in the following article.
Availability - the actual availability of a product for sale or the ability to provide a service.
Remains is the amount of products available for sale.
💡 Pay attention! Currently, the option to automatically calculate the remains is not provided. That is, adding a certain number of product units to the deal does not change (minus) the remains.
Description – additional product characteristics. This is a text field in which you can add any information related to the product: color, size, weight, material, expiration dates, peculiarities of use, and just general information about its purpose.
And with the help of the built-in editor, the text of the description can be formatted according to your own taste.
Activity – the availability of a product for use in CRM, namely the ability to select a product from the catalog and add it, for example, to deals.
Check the box to set the product to Active status.
🔍 You can read more about how to work with products in deals in the following article.
The product gallery is a visual part, an image. It will help to understand how the product looks in reality.
Upload the desired photo from your work computer.
The link to the video description is also a visual part. If you have a video about the product on your own website or platform such as YouTube, please add a link to it in this field.
Comment about the product - reference information for employees who work in CRM.
When all the fields of the card are filled out, you only have to Save the product.
Done! You can start working with the product in CRM.
It will appear in your catalog at once.
🔍 You can read more about how to work with products in the catalog in the following article.
Quick adding
In addition, you can add a new product when working with a certain deal. To do this, you need to go to the Products tab in its card.
Next, click to select from the list and then on the new product item.
Fill out the fields that are required to work with the deal. Specify price, currency, quantity, units of measurement, tax calculation or add discounts. The newly created product will receive a special mark.
💡Please note that the price and tax displayed for the product when it is quickly created in the deal card are NOT pulled into the card of this product in the catalog. That is, they need to be entered there manually again.
But all the characteristics can be added through the product card. To do this, simply go to it, edit the fields and enter the required data there, which is missing or change the existing ones. For example, name, unit of measurement, or availability.
A product added in this way also becomes available in the catalog at once (even before making changes to its card).
Local product
You can also add a product that will only be used for a specific deal. To do this, click on the Local product button.
Fill out the fields that are required to work with the deal. Specify price, currency, quantity, units of measurement, tax calculation or add discounts. The local product will also receive a special mark.
💡Please note that this type of product will not have its own card and will not be displayed in the catalog. It is a bit special because you only need it for one specific deal. For example, any wishes of the client regarding the improvement or certain change of a product already available in your catalog. That is, it is like an "exception to the rules".
In addition, a product becomes local if a regular product is deleted from the catalog, in case it was connected to deals.
If you have additional questions or you need to contact the support, send a request to this email [email protected]
Created: August 23, 2023 / Updated: August 16, 2024