Products
Update Bundle
To update a Bundle, perform the following steps: 1. Click Masters -> Product-Images from the main menu. 2. Click the Bundle available on the Product/Service List. Click View drop-down to view the Active/Inactive bundles. Use the Search box to easily ...
Add Bundle
The Bundle is a combination of products and services. To add a new bundle, perform the following steps: 1. Click Masters -> Products- Images. 2. Click + New Bundle button. 3. Fill in the required fields. Choose the required Category from the ...
Update Service
To update a Service, perform the following steps: 1. Click Masters -> Product-Images from the main menu. 2.Click the Service available on the Product/Service List. Select the View drop-down to view the Active/Inactive services. Use the Search box to ...
Add Service
To add a new Service, perform the following steps: 1. Click Masters -> Products- Images. 2. Click the + New Service button on the Product & Service list Page. 3. Choose the Category. If the required category is not found in the drop-down you can ...
Update Bulk Products
Products can be updated individually and in bulk. To update individual products, follow the steps here. To update products in bulk, perform the following steps: 1. Choose Masters->Product from the main menu. 2. Click Import products from the ...
Importing Products
To import existing products into the application, perform the following steps: 1. Choose Masters->Product from the main menu. 2. Click Import products from the available links. 3. Click the Download new products template link, to download the ...
Update Product/Service Category
To update a product category, perform the following steps: 1. Click Masters in the main menu. 2. Choose Product Category from the drop-down. 3. In the Product Category List, click the Edit link corresponding to the product names. 5. Make the ...
Add Product/Service Category
Product Categories are used to categorize the products and services. Creation of categories, sub-categories, and adding products to categories can be done here. To add a new product category, follow the steps below: Note: Adding a Parent-category ...
Update Product
To update a Product, perform the following steps: 1. Click Masters -> Product-Images from the main menu. 2. Click the product available on the list of products. Select from the View drop-down to view the Active/Inactive products. Use the Search box ...
Add New Group
Adding a Parent group and Sub-group can be done using the same form. To add a new group, perform the following steps: Click on the + button near the Group drop-down box. To add a parent group, enter the Group Name alone, with the parent group ...
Add Unit
Unit is any measurement that is used to measure the product or service. To add a new unit for the product/service to your company, follow the steps below: 1. Click Settings from the main menu. 2. Choose Product Units from the left panel. 3. Click ...
Add Product
To add a new product, perform the following steps: 1. Click Masters -> Products- Images. 2. Click + New Product to add a new product. 3. Fill in all the necessary fields. The product Name being the only mandatory field. Choose the required ...