1. Examples of Business Scenes
- As an enterprise sales unit, before the sales work starts, the product management work must be carried out first. By supporting the batch product import function, it can quickly create new product information in crm, manage product classification, product price, product specification and other information.
- For products that can be sold, it can be set to on the shelf, and for products that are no longer sold, it can be set to off the shelf.
- For the products on the shelf, when creating a sales order in the system, you can add it to the sales product list by scanning the code to add shortcuts, and the sales price of the product can be modified when placing the order, and a certain discount will be given.
- Product management, as the unified product library of the enterprise, provides clean and unified product data, and provides product query services for the daily work of enterprise employees. Enterprise managers can check the product sales and return status in the statistical report, and provide data reference for the production work of the enterprise.
2. Detailed Introduction to Product
2.1 Product Preset Scene
- All products:
- The person in charge is the current user or his subordinates
- or related team members include the current user or his subordinates
- Or the responsible data of the department responsible for the approval of the current user as an order management or order financial role (for example, user A has the role of "order finance" and is responsible for approving the order records submitted by department B, then user A can view all responsible persons belonging to department B The product).
- Or configure the "Data Sharing" rule of the sales order in "Data Rights Management" to share the data of the person in charge or the department of the person in charge with the current employee or the department of the current employee or the user group of the current employee
- or "My department's" data.
- On-shelf products: Records whose status is "on-shelf"
- Removed product: Records whose status is "Removed"
- I am responsible for: The owner is the current user
- I am involved in: The current user is included in the relevant team members
- my subordinate is responsible for: the person in charge is the subordinate of the current user
- My Subordinates Participated in: The relevant team members include the user's subordinates
- Shared to me: Configure the "Data Sharing" rule of the product in "Data Rights Management" to share the data of the person in charge or the department of the person in charge with the current employee or the department of the current employee or the current employee. employee user group
- I am in charge of the department:
- The current user is the department head of the main department
- At the same time, the main department of the relevant team members in the record is this department.
- Remarks: Whether the responsible department includes all subordinate data is determined by "CRM Management-Rule Settings-Basic Settings-Superior Visible Data Scope".
Remarks:
- "CRM Admin" can view all data.
- All records whose status is "Obsolete" can only be seen by "CRM administrator", and other personnel are not visible.
2.2 Business operation of the product
2.2.1 Create a new product
- How to create a new product
- manually created
- Entrance: [Product] list page
- Associated object [customer] details page - under [product]
- Associated object【Business Opportunity】details page-【Product】
- Associated object 【Product】details page - under 【Product】
- Associated object【Visit】details page-【Product】
- "Reuse" the existing order, under the details page of the order to be reused
- Import, see Import for details
- manually created
- "Specification" added when creating a new product
- If the product has a specification, you need to define the specification and specification value when creating it. For example, if the product is a mobile phone, the specifications include "capacity" and "color". At the same time, the capacity has three specification values of 16G, 64G, and 128G, and the color has two specification values of "white" and "silver". Please configure the specification and price information as shown in the figure below.
- Note: After the specifications are configured, the specifications will be automatically included in the product name and cannot be modified.
2.2.2 Launch
- Only products with status "Available" can be sold, i.e. selected in "Sales Order" or "Return Order".
- Users can select products in batches and set them as "available" status.
2.2.3 Delisting
- When a product is no longer available for sale, it can be taken down. Discontinued products cannot be selected when selecting products in the "Sales Order" or "Return Form".
- Users can select products in batches and set them as "off the shelf" status. Only discontinued products can be voided.
2.3 Common operations of the product
- See Common List Operations for common operations on the list page
- Add sales records, see sales records for details
- Common business operations, including changing the person in charge, adding relevant team members, printing, importing, exporting, editing, voiding, deleting, etc., see Common business operations
- Business operations combined with collaborative office, including forwarding, scheduling, reminders, making phone calls, sending emails, etc., see Common business for details Action