1. Example Business Scenarios

• As a company sales unit, product management must precede sales activities. Using the bulk product import feature, you can quickly create product records in the CRM and manage product categories, pricing, specifications, and other details.
  • Sellable products can be set to “Listed”; products no longer sold can be set to “Unlisted.”
  • For listed products, when creating a Sales Order, you can add products to the sales line items via quick methods such as barcode scanning. You can also adjust the product’s sale price at the time of ordering and apply discounts.
• Product management serves as the company’s centralized product catalog, providing clean, consistent product data and product lookup services for employees. Managers can review product sales and return metrics in Reports to support production planning.

2. Detailed Product Description

2.1 Product Default Views (Predefined Filters)

• All Products:
  • The record owner is the current user or the user’s subordinates
  • Or the current user or the user’s subordinates are included in Related Teams
  • Or the current user holds an Order Management or Order Finance Role responsible for approving the department that owns the record (for example, if User A has the “Order Finance” Role and approves orders submitted by Dept. B, User A can view products whose owner’s Dept. is Dept. B)
  • Or the “data sharing” rule for Sales Order is configured in Data Permission Management to share records owned by certain owners or owner departments with the current user, the current user’s Dept., or the current user’s user group
  • Or My Responsible Departments

• Listed Products: records with status “Listed”

• Unlisted Products: records with status “Unlisted”

• My Responsibilities: owner equals current user

• Participated by Me: Related Teams include current user

• Responsible by My Subordinates: owner is a subordinate of current user

• My Subordinates Participated: Related Teams include subordinates of current user

• Shared With Me: product data sharing is configured in Data Permission Management to share records owned by certain owners or owner departments with the current user, the current user’s Dept., or the current user’s user group

• My Responsible Departments:
  • The current user is the department head of their primary Dept.
  • Related Teams’ primary Dept. in the record is that department.
  • Note: whether the responsible department view includes all child-level data is determined by CRM Management → Rule Settings → Basic Settings → “Range of superior-visible data.”

Notes: - CRM Administrators can view all data. - Only CRM Administrators can see records with the status “Void”; these records are invisible to other users.

2.2 Product Business Operations

2.2.1 Create a Product

• Ways to create a product:
  • Manual creation
    • Entry point: Products list page
    • Related object: Account detail → Products section
    • Related object: Opportunity detail → Products section
    • Related object: Product detail → Products section
    • Related object: Visit detail → Products section
  • Reuse an existing order: from the details page of the order to be reused
  • Import: see https://help.fxiaoke.com/2615/3eab/856c/5765#header-2
• Specification details when creating a product:
  • If a product has specifications, define the specification attributes and their values at creation. For example, a phone might have specifications “Capacity” and “Color.” Capacity might include values 16G, 64G, 128G; Color might include values “White,” “Silver.” Configure specifications and pricing accordingly as shown below.

picture coming soon:

• Note: Once specifications are configured, they automatically append to the product name and cannot be edited.

2.2.2 List (Make Available for Sale)

• Only products with status “Listed” are available for sale and can be selected in a Sales Order or Return Order.
• Users can select multiple products and set their status to “Listed” in bulk.

2.2.3 Unlist (Remove from Sale)

• When a product is no longer sold, set it to “Unlisted.” Unlisted products cannot be selected in Sales Orders or Return Orders.
• Users can select multiple products and set their status to “Unlisted” in bulk. Only Unlisted products can be marked as Void.

2.3 Common Product Actions

• Common list-page actions: see http://help.fxiaoke.com/2615/3eab/856c/76b1
• Add sales records: see http://help.fxiaoke.com/2615/3eab/856c/4bc2
• Common business operations such as change owner, add Related Teams members, print, import, export, edit, void, delete, etc.: see http://help.fxiaoke.com/2615/3eab/856c/863a
• Collaboration-related actions such as forward, Calendar, reminders, make calls, send emails, etc.: see http://help.fxiaoke.com/2615/3eab/856c/863a