Working with Products
Products can be either goods or services, which are sold or procured by your organization. In Zoho CRM, you can manage your company- wide products that are sold to the customers as well as procured from vendors. Both sales and purchasing departments can use the Products module effectively according to their department process. If your organization procures products from vendors and then sells to customers with a markup, both the sales and purchasing departments can coordinate more effectively.
Sales departments can use the products module along with other modules, such as leads, accounts, potentials, quotes, sales orders, and invoices. Purchasing departments can use the module along with Vendors and Purchase Orders. In general, the Product details page contains the product name, manufacturer or reseller name, part numbers, sales start and end dates, support start and end dates, price, stock position to name a few.
Availability
Profile Permission Required: Access to the Products Tab that includes View, Create, Edit and Delete permissions.
Related Articles
Zoho CRM - Working with Products
Chapter 12: Working with Products Products can be either goods or services, which are sold or procured by your organization. In the Zoho CRM system you can manage your company- wide products that are sold to the customers as well as procured from the ...Creating Products
How Can I... Create Products Individually Associate Product with Other Records Generate PO for Records below Reorder Level Update a Product's Multiple List Prices Understand Stock Information Auto-Updates [Related Topics] In Zoho CRM, you can create ...Standard Fields in Products
Following are the list of Zoho defined standard fields available in the Products module: Field Name Description Data type Maximum Limit Product Name* Specify the name of the product. This field is mandatory. Text box Alphanumeric(50) Product Owner ...Working with Invoices
Once the sales stage reaches its final phase you may start working on the payment procedure. In this regard an Invoice plays a vital role, which is important for both Sales and Accounting purposes. An invoice is a bill issued by the vendor to the ...Zoho CRM - Working with Invoices
Chapter 17: Working with Invoices Once the sales stage reaches to final stage you may start working on payment procedure. In this regard Invoice plays a vital role, which is very important for both Sales and Accounting purposes. Invoice is a bill ...