Customer Relationship Management made simple ConvallisCRM

Maintain Products

ConvallisCRM can be used to record your products and sales as part of the workflow process. This guide will show you how to set up your products.

  1. Select the Products/Services tab from the top menu.Products and services tab
  2. Click Create new product.Create new product button
  3. Give the new product a Product Code the SKU code is optional.
  4. Give the product a Name and a Description.
  5. Select a Price.
  6. Select a VAT Rate for the item.
  7. Select a Unit Type (kg, ml, etc.) and a Box Quantity.
  8. If you want to apply a Delivery Charge, tick the box and input a Delivery Weight.
  9. To add your product to Categories, tick the box next to the categories you want to assign it to.
  10. If you ticked to display Misc in the System Configuration, you can choose a Colour and a Size.
  11. When you are finished, click Save.

Product Editor

Create product box

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