Product Database

Having the best products in the world is not always enough, especially if the system that your team works with means the sales and fulfilment processes are too difficult to manage. Having a fully featured Products Database as an integral part of OpenCRM allows you to easily manage Product details in a central location giving your users the tools that they need to be able to deliver.

Product records can have as many custom fields as you need alongside the structured information that is available by default. You can filter Products by any of the information that you hold, buy price, sell price, commission rate, category, manufacturer or supplier, plus dozens of other criteria.

Specify the start and end date of a product, tax class and currency prices, use 'price check dates' so you can keep your pricing up to date and track units of measure along with descriptions and images. Attach documents to a Product and specify if they should be included with any Quotation emails that are sent, as additional supporting sales collateral.

Create pricebooks which hold unique pricing and assign these pricebooks to a customer to maintain contract prices. You can specify when prices change at the Product level whether pricebooks should be updated at the same time.

Build mini descriptions from category specific fields to streamline the search process for sales and fulfilment teams, use the mini description field when exporting Products to eCommerce engines or your eBay store. Track Products on the company record to see what has been sold or quoted with the most recent quoted/sold price displayed and easily include any of these Products again in another quote or sales order. View the history of a Product seeing Quotes, Sales Orders, Invoices, Purchase Orders and links to many other entities within OpenCRM.

Prevent Products from being sold under the buy price, create Product titles based on your rules, automatically create product codes, force selection of a Product category before creating a new Product as well as specifying the low quantity values showing Products as requiring fulfilment.