CRM Help

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.

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