Manage Products

Manage Products

Products can be either goods or services, which are sold or procured by your organization. In Bigin, you can manage your company- wide products that are sold to the customers as well as procured from vendors. Both sales and purchasing departments can use the Products module effectively according to their department process. If your organization procures products from vendors and then sells to customers with a markup, both the sales and purchasing departments can coordinate more effectively.
Sales departments can use the products module along with other modules, such as leads, accounts, potentials, quotes, sales orders, and invoices. Purchasing departments can use the module along with Vendors and Purchase Orders. In general, the Product details page contains the product name, manufacturer or reseller name, part numbers, sales start and end dates, support start and end dates, price, stock position to name a few. 

Create Products

Products can be added into your Bigin account by 2 ways.
  1. Create products manually
  2. Import products 
To create products manually
  1. Select the Products module.
  2. Click and enter the details.
  3. Click Save, to add the product to Bigin.
  4. Click Save & New to save the product details and create a new one.  

Import Products  

When you have a huge list of Products in a spreadsheet and you would like to add them in your Bigin account, you can import the file and they will be added as products. See More.

Edit Products  

You can choose to edit the products that you have created.
 
To edit products
  1. Go to the Products module.
  2. Hover over the record which you would like to edit and click the edit button or select the record which you want to edit and click the Edit button.

  3. Make the necessary changes and click Save.

Delete Products  

Products once added can be deleted if no longer necessary.
 
To delete products
  1. Go to the Products Module.
  2. Hover over the record which you would like to delete and click More > Delete.
    Alternately, select the record which you would like to delete and click More > Delete.

  3. Give your confirmation in the popup and the record will be deleted.

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