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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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