SalesdeskSuite

Products

Modified: 2009/07/27 10:22 by daisy - Categorized as: Administration
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Purpose

To add or edit a list of products that your company provides.

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Locations Used



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Overview

As administrator, you can define and maintain a list of products that can be purchased from your company.

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View Products

To view a list of products currently supported by your company, make the menu selection Administration→Products from the main menu bar.

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Products


To view information regarding a specific product, click on the name of a product on the list. The Product Details page will appear with details regarding that product. Refer to the section on "Add a New Product" for an explanation of each field displayed on that page.

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Add A New Product

To add a new product to SalesdeskSuite, click on the ADD NEW ENTRY button on the Products page.

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Product Details


1. Name – Enter the name of the product that is supported by your company.

2. Version – Enter the version of the product that is supported.

3. Active – Check this box if the product is available for purchase or is already being used by one of your clients.

4. Click on the SAVE button to save your changes. Click on the CANCEL button to discard your changes.

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Edit an Existing Product

1. On the Products page, click on the name of the product that you wish to edit.

2. The Product Details page will appear. Make the desired changes.

3. Click on the SAVE button to save your changes. Click on the CANCEL button to discard your changes.

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Delete an Existing Product

You cannot delete a product from the SalesdeskSuite database. However, if the product is no longer available for purchase, you can edit the details for that product and remove the check mark in the Active check box.

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