3Sigma Mobile CRM
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      • Add lead via Leadform
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    • Managing leads
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  • Features
    • ๐Ÿ“ž Auto dialler
    • ๐Ÿ“‚ Manage content
    • ๐Ÿ“‹ Manage task's
    • โžก๏ธ Automatic lead distribution
    • ๐Ÿ”— Integration's
      • Facebook leadforms
      • indiamart
      • Justdial
      • 99acres
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      • Brevo
      • Razorpay
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    • ๐Ÿ“Š Dashboard
    • โš™๏ธ Customizations
      • Flexible form fields
    • ๐Ÿ‘ฅ Manage teams
    • ๐Ÿ“ Forms
    • ๐Ÿข Managing Multiple Businesses
    • ๐Ÿšซ Managing duplicates
  • Auto reply bots
  • Whatsapp business API
    • Intro- Whatsapp business API
    • WABA API onboarding
    • Inbox
    • Templates
    • Campaigns
    • Common errors and FAQ's
    • Common template/payment issues
    • Green Tick Verification Badge: What It Is and How to Get It
  • WhatsApp Cloud API: Account Bans, Setup Requirements & Best Practices
  • Automation
    • ๐Ÿค– Automations
  • Invoice & Quotation
    • ๐Ÿ’ฐ Manage Invoices
    • ๐Ÿ›’ Manage Products
    • ๐Ÿ“ Manage Quotation
  • Common issues
    • Troubleshooting Call Log Syncing Issues
    • Changing the Default WhatsApp App for Messaging
    • Facebook Troubleshooting
    • Delayed Facebook Lead Alerts
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  1. Invoice & Quotation

๐Ÿ›’ Manage Products

Adding products in our app is simple and essential for creating accurate quotations and invoices. Here's how you can do it:

๐Ÿ“ฆ What Are Products?

Products are the items or services you offer. By adding them to your app, you can quickly pull them into quotations and invoices, saving you time and ensuring consistency.

๐Ÿ”„ How to Add Products

Follow these steps to add a new product:

  1. Go to the Menu Tap on More (โ‹ฎ) at the bottom of your screen.

  2. Navigate to Products Select Products from the list.

  3. Add a New Product Tap on Add New (โž•) to create a new product entry.

๐Ÿ“ What Details Can You Add?

When adding a new product, you can include various details to make sure everything is organized:

  • Product Image ๐Ÿ“ธ Upload an image of the product for easy identification.

  • Product Name ๐Ÿท๏ธ Enter the name of your product or service.

  • Description ๐Ÿ“ƒ Provide a brief description of what the product is.

  • GST ๐Ÿ’ฐ Enter the GST rate applicable to the product.

  • Price with Unit ๐Ÿ’ต Set the price and specify the unit (e.g., per piece, per hour).

  • Custom Fields ๐Ÿ”ง If you need additional fields (e.g., product category, SKU), you can add custom fields.

๐Ÿ”ง Adding Custom Fields

Want to customize your product form further? You can add custom fields like product category, SKU, or any other information you need.

  1. Go to More (โ‹ฎ)

  2. Tap on Settings โš™๏ธ

  3. Select Customization > Product Form

  4. Add the custom fields you need!

๐Ÿ” Viewing and Searching Products

Once products are added, you can easily list and search for them when creating quotations or invoices. This helps speed up the process and keeps your records organized.

That's it! ๐ŸŽ‰ Youโ€™re all set to manage products effortlessly in your app. If you have any questions, feel free to reach out to our support team.

Previous๐Ÿ’ฐ Manage InvoicesNext๐Ÿ“ Manage Quotation

Last updated 8 months ago

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