Tips and Tutorials
Tips Tutorials
How to upgrade to a new CRM-Express version?
How do I setup CRM-Express on a network??
How do I add product images to Quotes, Orders and Invoices?
How do I search in CRM-Express?
How do I setup multiple calendar views?
How do I assign a user name and password to an address book?
How do I setup a new view in CRM-Express?
At a glance view
How to setup synchronization
Running synchronization
Using Dropbox with CRM-Express
Using Microsoft SkyDrive with CRM-Express
Creating the address book
Setting up the address book options
Adding contacts to the address book
Adding user defined fields to the address book
Creating and adding products
Creating and adding products - Continued
Setup Email for invoicing
Setting up invoice layout
Creating and emailing pdf invoice
Receiving and allocating payments
Adding custom fields to the address book
Setting reminders
Using reminders

Tutorial 5 - Creating and adding products - Continued


In this lesson we will continue by adding products manually

Click on the Products option on the Main Menu.

The following dialog will be displayed.

Note: In order to be able to add a product, you must first create a category for it.

So let's start by adding a category.
Click on 1 New and then on 2 New Category and type in your category

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By using the options 1,2 and 3 add a subcategory and a few products to the list.
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Note: If you click on the 3 New Product button the following dialog will be displayed

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where you can type in the details of a specific product