FAQs in this section
How do I create a Product from Quick Create?
You can create a product by clicking the + icon, called Quick Create, displayed on the top right side of the screen.
Follow these steps to create a record using Quick Create:
- Log in to the CRM.
- Click the + icon displayed on the top right side of your screen.
- Scroll down to the Inventory section.
- Select Product. The Add Product window opens.
- Enter or select the following information:
- Product Name: Enter the product name.
- Product Type: Select the type of product.
- Product Active: Enable if the product is currently in use.
- Handler: Select the handler name from the drop-down list.
- Click View full form to enter details for the following sections:
- Pricing Information: Enter the product’s cost, selling price, and tax details.
- Stock Information: Specify stock levels, reorder points, and warehouse details.
- Product Image Information: Upload an image to visually identify the product.
- Description Details: Add a brief description or specifications of the product.
- MYOB Information: Enter MYOB integration details for accounting purposes.
- Revenue Schedule Information: Enter details on how the product’s revenue is recorded over time.
- Tally Information: Enter Tally accounting details for financial tracking.
- Click Save.
- Click Cancel to discard the information you entered.
To learn more about Quick Create, click here.