Products

The products tab allows you set up your company’s products as well as products of your competitors you want your reps to watch out for during customer engagements. You can fill in details such as such as Products Categories, Product Brands, Product SKUs and Product Price(where you have different prices for the same products).Product Categories: Here you can register the broad categories your products fall under.Product Brands: Here you can register the various brands that fall under the different categories.Products: This is where you register the product SKUs (Stock Keeping Unit). You have fields to select the product name, brief description, the brand the product belongs to, the company the product belongs to (this will allow you to select from a drop down your company or other competitors you registered under the Company Setup), the quantity per case(number of units in a carton), unit price, case price, comparison product(this is in the case you are registering a competitor’s product, you can select your product that is the close equivalent to the competitor’rs product), recommended retail price, and the SAP/ERP code( this is needed in the case the product has an existing ERP code for integration).The Comparison product and SAP/ERP code are not compulsory fields.You have the option to register each product individually or do a bulk upload of products. Simply click on bulk upload and download the sample file. Fill in the details and upload.In the case where you have different prices for the same products, for instance different prices for distributors and retailers, or different prices for different location, you can use the product prices section. After registering one set of product prices in the products section, go to product prices, click on ‘Add Product Price” and fill the details in the field provided.You will see field to select the product, the unit and case price, then select the criteria the prices should apply:Quantity: If you want the prices to change when a certain quantity is bought.Outlet Channel/Outlet Type:If you want the prices to be available to outlets classified under channel or type.Location: If you want the separate prices to apply only to a specific locationDistributor:If you want the prices to be different for a specific distributor.Sales Team: If you want the prices separate for different sales teams.You also have the option to bulk upload product prices. Simply click on the bulk upload button, download the sample file. Fill in the details on the file and reupload.