> For the complete documentation index, see [llms.txt](https://helpdesk.getfly.vn/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.getfly.vn/web-version/markdown/sales-management/product-management.md).
# Product Management
Product Management in Getfly CRM Getfly CRM offers a comprehensive product management system that allows businesses to efficiently manage product information, track sales performance, and generate reports based on product activity. Here’s how to effectively manage your products within Getfly CRM.
## 1. Benefits of Product Management
Detailed Product Catalog: Storing a detailed product catalog helps streamline sales processes and track all products offered by the business.
Easy Access to Product Information: Users can easily access critical information about products, including prices, images, and attributes.
Sales Reports: Generate specific reports based on sales activities. These reports provide insights into product performance, helping businesses better prepare inventory and marketing strategies.
## 2. Product Permissions
To create and manage products within the system, users need specific permissions for the Products function. These permissions include:
View Access: Allows access to view the Products section in the Sales module.
Add New: Grants the ability to add or upload new products to the system.
Edit: Allows the user to edit product details.
Delete: Permits the user to delete products from the system.
Download: Enables downloading the product list from the system.
## 3. Creating, Editing, and Deleting Products
### 3.1 Add a Single Product
To add a new product in Getfly CRM:
Navigate to: Getfly CRM → Sales → Products → Add New.
The product creation screen will appear. Fill in all necessary information such as:
(1) Product Information: Name, product code, etc.
(2) Attach Images: Upload relevant images for the product.
(3) Add Attributes: Define product attributes and provide descriptions.
(4) Attach Documents: Add any documents related to the product.
Once the details are entered, click Add New to complete the process.
### 3.2 Add Multiple Products
To upload a list of products:
Navigate to: Getfly CRM → Sales → Products → Upload Product List.
Download the Getfly product upload template.
Fill in the product details according to the template format.
After filling out the template, drag and drop the Excel file into the upload box or click Choose File to select the file.
Click Next to complete the upload process.
### 3.3 Edit Product Information
To edit an existing product:
Go to the Product Details screen.
Click Edit to modify the product information.
Make the necessary changes and save them.
### 3.4 Delete a Product
To delete a product:
Access the Product Details screen.
Click Delete to remove the product from the system.
Deleted products will appear under the Deleted tab in the product list. You can restore a deleted product if needed.
## 4. Managing Products
To manage and view your products:
Navigate to: Sales → Products. This will display the list of all products in the system.
(1) Product Management Features: Search Box: Allows you to search for products by name.
(2) Product Status: Filter products by their status:
All products
Newly created products
Out-of-stock products
Deleted products
(3) Page Size: You can choose how many products to display per page (20, 50, 100, 200, 500, 1000).
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://helpdesk.getfly.vn/web-version/markdown/sales-management/product-management.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.