Customer Relations Management
Getting Started Guide
Products & Services
The Products & Services feature allows you to create and manage a list of your company’s products and services, including their prices and descriptions.
You can use the Products & Services feature to keep track of the items you sell, their prices, and their descriptions, helping you create invoices and manage your sales.
How to use the Products & Services
- Go to Products>Products & Services
- Click “(+) Create New Product/Services” button.
- Enter Name, SKU, Description, Sale Price, Purchase Price, and Tax.
- Select Group, Category, Unit, Quantity, and Type.
- Attach any relevant documents.
- Click “Create” to save new product/services.