From Main Menu, click "Products" (or the module name you have given). Select the Tree View tab or the Category View tab (See below for the respective tab detail:).
Tree View
- Create a new category to create your product in (if required, otherwise the product will be listed at the Top Level). To do this, right mouse click and select "Create New Category".
- If you already have product categories, right mouse click on the category you would like to create the stock item, and select "Create Product"
- See Entering Stock Information below:
or Category View
- Create a new category to create your product in (if required, otherwise the product will be listed at the Top Level). To do this, click on the 'folder with a plus' icon and then enter the category name
- If you already have product categories, right mouse click on the category you would like to create the stock item, and select "Create Product"
- See Entering Stock Information below:
Entering Stock Information
- Enter the product code, description, tax codes, costs and pricing etc.
- If you would like to manage this product (stock levels/warehouse), select Yes at the bottom of the screen next the Manage This Item)
- Now click Save & Return
- The new prodct has now been created and you will see it in your list.
Product discounts can also be applied to a product. Product groups are covered in more detail here: http://www.businessmancrm.com/support/content/25/94/en/how-to-apply-product-groups-and-discounts.html