Create and 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.
- Create products manually
- Import products
To create products manually
- Select the Products module.
- Click
and enter the details.
- Click Save.
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
- Go to the Products module.
- Hover over the record which you would like to edit and click the edit button.Alternatively, you can open the record which you want to edit and click theEdit button.
- Make the necessary changes and click Save.
Delete Products
Products once added can be deleted if no longer necessary.
A product associated to a record in the pipeline cannot be deleted directly. To delete such products,
- First, delete the record in the pipeline. It will be moved to the recycle bin. Next, delete that record from the recycle bin and now you can delete the product. Or,
- Disassociate the product from the record in the pipeline and then delete the product.
To delete products
- Go to the Products Module.
- Hover over the record which you would like to delete and click More > Delete.Alternately, open the record which you would like to delete and click More > Delete.
- Give your confirmation in the popup and the record will be deleted.
Views for Product Module
The Products module will have a lot of records and viewing them all at once is ineffective. Bigin allows you to group records of the same kind in a particular view. There are various standard views available such as All Products, My Products, Active Products, etc. You can also create custom list views if required. See More.
Using filters to find products
When there are lot of records in the products module, using filters will help find the required set of records easily. There are various set of advanced filters available such as: Time based filters, based on activities carried out, pipeline stage, email status, etc. You can simply choose the appropriate filter, enter the criteria and apply. All the records which maces the specified criteria will be listed. You can apply upto five filters at a time. See More.
Bulk actions in list view
There might be situations in your organization where you have to perform the same action for a set of records. Bulk actions in Bigin allows you to perform the action for the selected records from list view. For example, you might want to send the same welcome email to a set of fifteen companies. In that case, you can simply select the records and send email, which will be sent to all the companies individually. See More.
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