Create and Manage Products

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.
  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.  

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.

    Alternatively, you can open 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.
A product associated to a record in the pipeline cannot be deleted directly. To delete such products, 
  1. 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,
  2. Disassociate the product from the record in the pipeline and then delete the product. 
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, open 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.

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.








      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                               
                                                                

                                                              Videos

                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • iPhone - Create and Manage Tags

                                                                                                                          Tags are labels that let you categorize records in a module based on certain characteristics. For example, if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', ...
                                                                                                                        • iPad - Create and Manage Tags

                                                                                                                          Tags are labels that let you categorize records in a module based on certain characteristics. For example, if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', ...
                                                                                                                        • Mac - Create and Manage Tags

                                                                                                                          Tags are labels that let you categorize records in a module based on certain characteristics. For example, if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', ...
                                                                                                                        • Android - Create and Manage Tags

                                                                                                                          Tags are labels that let you categorize records in a module based on certain characteristics. For example, if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', ...
                                                                                                                        • Create and manage tags

                                                                                                                          Tags are labels that let you categorize records in a module based on certain characteristics. For ex: if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', etc. ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources