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:

Product Information: Name, product code, etc.

Attach Images: Upload relevant images for the product.

Add Attributes: Define product attributes and provide descriptions.

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.

Product Management Features: Search Box: Allows you to search for products by name.

Product Status: Filter products by their status:

All products

Newly created products

Out-of-stock products

Deleted products

Page Size: You can choose how many products to display per page (20, 50, 100, 200, 500, 1000).