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Category: Products
How Do I Create A New Product?
(KB10000032)
To create a new product: 1. Click Create "Product". 2. Fill in the information regarding your product. 3. Click SAVE. Notes: There are 4 pricing levels which can be assigned to individual accounts. You ... |
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How To Add New Products Or Services?
(KB10000070)
1. Click Create Product. 2. Select from the drop down list if the item is for sale (Yes/No). If set to No, the item will not be shown in the View Catalog tab. 3. Enter your unique Item/Service code to identif ... |
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How To Add A Picture To My Products?
(KB10000071)
1. Click the Products Tab from the top. 2. Search and locate the item for which you wish to add the image to and click the product code id. 3. Click Choose File or Browse. 4. Locate the file on your compute ... |
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What Is Price Code In Leads And Accounts?
(KB10000072)
Price code refers to the default price level that will apply to each Lead or Account when creating a quote or invoice. You may create products or services with 4 distinct price level codes designated as Price A, ... |
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How Do I Get An Item Transaction Report
(KB10000174)
1- Go to Product Browser 2- Search and find the product you wish to report. 3- Click on the Report Icon next to the product name. 4- Select the date range and click Filter ... |