Creating and adding products

Quick Tips	Tutorials
How to upgrade to a new CRM-Express version? How do I setup CRM-Express for simultaneous users? 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	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

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

By using the options 1,2 and 3 add a subcategory and a few products to the list.

Note: If you click on the 3 New Product button the following dialog will be displayed

where you can type in the details of a specific product