Introduction to Product

BuddyCRM allows you to manage your product inventory from within the application. Furthermore, this product inventory can be used to link to Sales Opportunities (to track which which product a particular opportunity relates to) and to produce quotations.

To access, click on the PRODUCT tab at the top of the screen.

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Using the left hand panel, you can search for products. The results appear in the middle box and click on the product code to display the product in the right hand panel.

To edit a product, click on the icon on the top right hand corner of that product display.

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Add Custom Fields to Products

You can add custom fields to products to store data relevant to your business. These can be added through the ADMIN portal rather than requiring modifications or code-level changes.

Go to the DATA MANAGEMENT dropdown in ADMIN and select Custom Mapping

Custom product 1

Then, from the dropdown on the page that appears, select Product. Enter the details of the field you wish to create including data type (text, date or numeric) and press Add New Column. The product will appear in the table below where you can edit if required.

Custom product 2

On the product page, you will now notice your field will appear for each  product. It also appears in the Product CSV mass upload mapping section in ADMIN>DATA MANAGEMENT> UPLOAD CSV

Custom product 3

Creating and Editing Products

The Product area enables you to search and view product details.

To search products, simply enter a search term in the search box in the right hand side. You can also search by product category and sub category

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Select the product you wish to view from the middle pane by clicking in the product code

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The product will be displayed in the right hand pane to review

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To Add a product, click on the Add Icon. Please note that you need to be a system administrator to edit or add products.

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Fill in the details and select any images or linked documents and press save.

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To edit a product, click on the edit option when viewing a product.

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If you wish to upload products en-masse then you can do so via the CSV feature in the admin section. Look that up in this support section for more details.