The Product Module enables you to Add, Edit and Search Products. To access the Products Module, go to the the Product Icon on the Buddy Bar.
You will then see the main Product Page. To add a Product, Click on the Plus icon on the top right hand side.
You will then see the Add Product Page. Complete all the Mandatory fields and other fields which are required by the business. You can also add images of the Products and link them to Documents.
Once you have completed all the relevant information you can then Click Save and the Product will be visible. You can also add Products by mass with a CSV import this is in the Admin Module of BuddyCRM.
To Search for a specific Product, click on the Quick Search function at the top of the page and type in the name or code of the Product. You can also Search by Product Category.
To Edit a Product simply click on the Product Code. You will then see the Product appear in the Left hand side of the screen. Click Edit Icon, then complete the details which need to be amended.
If you require any further assistance, please do not hesitate the BuddyCRM Support team. Details on how to do so are in our ‘Still Need Assistance’ area.