One of the features available is the allocation of products to be sold and / or services to be rendered through opportunities to our customers. Before a business opportunity can be created, we must first create the products and services that will be included in these opportunities to our clients.
To do this, go to the portfolio tab, where products and services can be created and placed into product lines.
The line consists of a group of products, for which only the name is needed. For products there are more options, such as assigning it to a family that was created beforehand, name and description, price and unit of measure in order to calculate price into the opportunity.
The following picture shows an example of a line:
Screws, which contain several products: Phillips, Flat and Torx. Each with its own description and price. Also the highest and lowest price that this product has been sold at are displayed in the higher and lower fields, if the set price has been changed by an any occasion.
To create a line, simply click the “Add Product line” button in the top of the image and enter a name. To create a product, click the “Add Product” button as shown in the picture above, which will open the form seen in the image below:
Select a product line form the list in the dropdown menu, enter a name, description, price and billing type to indicate whether it is a quantity, such as a product billed in Euros, time, days or hours.