Product / Services Module User Manual

The Product / Services module helps you maintain a clean catalog of items you sell, so teams can reuse the same names and pricing in invoices without retyping every time.

1. Introduction

Use this module as your master list for offerings. A well-maintained catalog improves consistency, reduces mistakes, and speeds up quotation and billing workflows.

2. Key Features

• Centralized Catalog: Store all products/services in one place.
• Category Mapping: Assign each item to a Product Category for cleaner organization.
• Status Control: Keep items Active/Inactive and avoid accidental use of disabled entries.
• Numbering & Tracking: Each item has a Product Number for quick reference.
• Audit-Friendly Updates: Item changes are visible from the product detail view.

3. How to Use the Product / Services Module

3.1 Open the Product List

1. Go to Product/Services from the CRM side menu.
2. You will see the list with key columns like ID, Name, SKU, Category, Brand, MRP, Type, and Status.
3. Use the top search bar to find items by name, SKU, or brand.

3.2 Add a New Product/Service

1. Click Add Product on the list page.
2. Fill the main fields:
   • Product Name (required)
   • Product Code / SKU (optional)
   • Product Category (required)
   • Brand (optional; can be searched and created from input)
   • Product Type (Product or Service)
   • HSN/SAC and MRP (optional)
   • Description (optional)
3. Click Save Product/Service.

3.3 Edit an Existing Product/Service

1. From the product list, click the View icon on the item.
2. On the details page, use Edit to update fields like name, brand, pricing, or category.
3. Save to apply changes. Updates are reflected in future lookups and product selection flows.

3.4 Change Product Status

1. Open a product via View.
2. Use Change Status to switch between Active and Inactive.
3. Inactive items remain in history but should not be used for new work.

3.5 Read the Product Detail Page

The product detail page provides the full context for one item:

4. Best Practices

• Use consistent naming conventions (e.g., avoid duplicate spellings for the same service).
• Prefer updating inactive items over recreating duplicates.
• Keep SKU patterns structured for faster search (example: PRD-001, SRV-015).
• Review inactive items periodically and reactivate only when needed.