Products
To create a product, enter the following information:
- Product. Enter a name for the product; to select from the product catalog, click Select.
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- Status. From the drop-down list, select the current status for the related account such as Shipped or Quoted.
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- Account Name. Enter the name of the related account; to select from the Accounts list, click Select and then click the account name.
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- Contact Name. Click Select to view the Contacts list; click the contact name to add it to the product information.
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- Quantity. Enter a number that specifies the product quantity for the account.
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- Purchased. If the product is being purchased, click the Calendar icon and select the purchase date.
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- Support Starts. If your organization needs to provide product support, click the Calendar icon and select the date when support begins.
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- Support Expires. Click the Calendar icon and select the date when support stops.
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- Currency. From the drop-down list, select the currency in which the account will pay for the product.
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- Cost. Enter the actual cost of the product.
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- List Price. Enter the list price for the product.
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- Unit Price. Enter the unit price for the product.
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- Book Value. If the account is purchasing the product, enter the amount of the order that was booked.
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- Book Value Date. Enter the date on which the order was booked.
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- Product URL. For products that are presented online, enter the URL to the Web site.
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- Manufacturer. From the drop-down list, select the product manufacturer.
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- Mft Part Number. Enter the manufacturer's part number for the product.
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- Vendor Part Number. If your organization is the vendor, enter your part number for the product.
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- Serial Number. Enter the product's serial number.
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- Asset Number. Enter the product's internal inventory number.
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- Tax Class. From the drop-down list, specify whether the product is taxable or not.
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- Weight. Enter the product weight.
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- Category. From the drop-down list, select the category to which the product belongs.
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- Type. From the drop-down list, select the product type.
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- Description. Enter a brief description of the product.
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- Support Title. Enter the title of the Support personnel who will be providing product support.
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- Support Desc. Enter a brief support description.
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- Support Contact. Enter the name of the user who is responsible for providing support to the account.
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- Support Term. From the drop-down list, select the term for which support will be provided.
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Click Save to save the new product information; click Cancel to exit the page without creating the product.