Add product to a price list

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 • 4 minutes to read

After you have added your price list to SuperOffice Quote, you want to populate it with your products, so your salespeople can use them when they create a new sales proposal.

After your products and the product information are added, your salespeople can use the same price details and follow the discount guidelines you have set up.

You can add as many products and services to your price list as you need -screenshot

Steps

In the Add/Edit product dialog, you enter all the information about a product, including an image.

  1. Go to the Quote/Sync screen and select the SuperOffice products tab.

  2. In the Price list list, select the price list you want to add products to.

    How do I add a price list?

  3. Click Add at the bottom of the tab. The Add/Edit product dialog appears.

  4. Enter information about the product and add an image as described below.

  5. Check Include in price list to make the product available in the price list. You should not do this until you have entered all the necessary information about the product.

  6. Click Save + new to save this product and add another product. Click Save to save and close the dialog. The product is added to the price list.

Note

You can also import products from a spreadsheet.

Add image

See Select a product image.

Add description

In the field at the lower left you can enter a description of the product.

Add product information

In the list on the right you can add product information. This can include:

  • Text field: Here you enter text and numbers, such as a product name, product code and VAT information.

  • Number field: Here you enter a number, such as cost price, minimum price and quantity.

  • Lists: Here you select alternatives from the list such as units, product type and product group. You can add more alternatives to these lists in the Lists screen Add items to a list.

  • Lists with icon search options : Here you can choose from list of recent records, enter text to start a search, or click the search button icon to initiate an advanced search.

How to change name and order, and make fields editable and/or mandatory

In the Configure product dialog you define the order and name of the field that are shown here and if they are editable or mandatory.

You can override the editable and mandatory settings by checking Override default security at the bottom of the Add/Edit product dialog. The changes will only apply for this one product.

Are all these fields displayed in SuperOffice CRM?

because some of these fields are not to be filled in by users, it is not necessary to display them in the Product dialog in SuperOffice CRM. For example, product category/group, supplier code or specific extra fields. However, it is important to complete these fields when you create new products in the Add/edit product dialog.

To find out which fields are displayed, go to the Settings tab and click Configure product (see Configure products).