The Products page holds your list of products, services, and donations. You add products to opportunities and estimates from this list, and sell them on sign up forms with the PayPal integration.
How to Open the Products Page
Go to CRM and expand Products.
Click Products.
You can also go straight to app.vipecloud.com/products/products.
How to Add a Product
On the Products page, click Add Product.
Enter the product's name in Name.
Select a type from the Product Type dropdown.
To show a picture of the product, click Add Image and choose a file.
Enter a description in the Description box.
Under Pricing Information, enter the price in List Price ($USD).
To charge tax, check Taxable and enter the Tax Rate (%).
To fill in the details under Additional Product Information, enter a Code, choose a category, and choose who can see the product under Product Visibility.
Click Save Product.
Product fields:
Product Type - Service, Inventory, Digital, or Donation.
List Price ($USD) - the default price. You can change the price and quantity on each opportunity or estimate.
Code - your own SKU or item code.
Category - groups the product with similar products. Choose Category: Add New to create one on the spot.
Product Visibility - the teams that can see and use the product.
How to Edit or Delete a Product
The Products page lists every product in a table. Use the Search Products box to find one.
Edit - click the product's name, change its details, and click Save Product.
Delete - click the trash icon on the product's row. The product is deleted right away, with no confirmation.
How to Organize Products Into Categories
On the Products page, click Add Product, or click a product’s name to edit it.
Click the Category dropdown under Additional Product Information.
Select Category: Add New.
Enter a name in Category Name.
Click Ok.
Click Save Product.
The new category is now selected for that product. To put another product in an existing category, open the product, choose the category from the Category dropdown, and click Save Product.
Once your account has at least one category, Admins see an Edit Categories button on the Products page. From there you can rename or delete categories.
Key Notes
To add products to an opportunity, see Understanding the Opportunity Record.
To sell products on a sign up form, see How To Accept Payments Via Sign Up Form.
If you use QuickBooks, you can import your QuickBooks items as products. See QuickBooks Integration & Settings.
Deleting a product can't be undone.