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Tutorial 5 - Creating and adding
products
In this lesson we will add
some products to the product list
Products can be added to the
product list by 2 different methods.
·
Import products from a file
·
Manually enter product information.
In this tutorial we will look
at both.
Importing product information
from a file
CRM-Express can currently import
product information from a CSV(Comma separated values) file.
This file can be generated my a multitude of program e.g.
Microsoft Excel or even by typing the details in Notepad.
To import a CSV file, select
File/Import Products/CSV Format from the CRM-Express menu.
The following dialog will be
displayed.
You can
1
browse to the csv file or
2
type in the name of the file. Click on the Next button
and the following page, which contains the CSV fields, will
be displayed.
You can
1
change the delimiter and click
on
2
Next to continue to
the next page
On this page you can link fields
to CRM-Express fields. For our example we will just select
the Next button.
Click on the Start Import
button and the products will be imported.
To view the products after
import click on the Products option on the main screen
The Product Maintenance
dialog will then be displayed
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