The product management feature in Concord CRM allows you to create predefined products that your company sells to potential clients. These pre-defined products can be easily added to deals or documents, providing you and your sales representatives with a clear overview of the products associated with a deal or document. Additionally, the system automatically updates the total amount based on the added products, streamlining the management of product-related information.

Create a Product

  • When logged-in in Concord CRM, click the Products menu.
  • Click the Create Product button.
  • A form will appear. Complete it with the following information:
    1. Name:
      • Name of the product.
    2. Description:
      • Additional details about the product.
    3. Unit Price:
      • Selling price per unit.
    4. Direct Cost:
      • Production or development cost of the product.
    5. Tax Rate:
      • Add the tax percentage if applicable. The default rate can be adjusted in Settings -> Products.
    6. Tax Label:
      • Label for the tax, like TAX or VAT. Default labels can be changed in Settings -> Products.
    7. Unit:
      • Specify the unit (e.g., kg, lot(s)). This will be displayed in tables.
    8. SKU:
      • Stock-keeping unit for easy product identification and tracking.
    9. Active:
      • If you check the Active (default checked), the product by default will be shown in the dropdown, for example when adding products to deal.
  • Click Create.

Update a Product

To make changes to an existing product in Concord CRM:

  1. Log in to Concord CRM and click on the Products menu.
  2. In the product list, click on the name of the product you want to update.
  3. Modify any necessary fields in the form that appears.
  4. Click Save to apply your updates.

Bulk Update Products

The Bulk Edit feature in Concord CRM allows you to edit multiple products at once, making data management efficient and time-saving.

This feature is especially useful when needing to update common data points across multiple products.

This guide will walk you through the steps on how to use this feature.

  1. Navigate to the Table View:
    • Begin by navigating to the table/index view where your products are displayed.
  2. Select Products:
    • On the left side of the table, you will find checkboxes next to each product.
    • Select the checkboxes for the products you wish to edit. Once you select at least one product, the action selector will appear.
  3. Initiate Bulk Edit:
    • Click on the action selector and choose the 'Bulk Edit' action. This will open a modal.
  4. Choose Editing Preferences:
    • In the modal, you will see a list of fields. These fields are a mix of default CRM fields and any additional fields you or other users have configured.
    • For each field, you have two options:
      • Keep existing value: When selected, the existing values of this field will remain unchanged for all selected products.
      • Replace existing value with...: If selected, you can enter a new value which will replace the existing value of this field for all selected products.
  5. Apply Changes:
    • Once you have configured all necessary fields, click on the 'Confirm' button to save your changes.
    • The selected products will now be updated as per your configurations.

Delete a Product

In Concord CRM, you can delete products using two methods:

Via Table Bulk Actions

  1. In the products table, use the checkboxes on the left side to select the products you wish to delete.
  2. Choose the "Delete" action from the table actions dropdown.

Via Table Inline Actions

  1. For each product you want to remove, click the "Trash" icon located in the actions column on the right side of the products table.

Note: Deleting a product removes it only from the predefined products list. If the product has been used in any deals, it will remain in those deals and won't be deleted from them.

Using Products

After setting up predefined products in Concord CRM, you can easily add them to deals.

  1. Navigate to the deal where you want to add products.

  2. Click on the products link below the deal name at the top left.

    • Alternatively, click 'Edit' next to the amount field and select "Manage Products".

  3. Select Tax Option: Choose from Tax Exclusive, Tax Inclusive, or No Tax, based on your needs.

    • No Tax: Use this if your company’s offerings don’t include tax. It removes the tax column from the product.
    • Tax Inclusive: Select this if your products' prices include tax.
    • Tax Exclusive: Choose this if taxes are calculated separately from the product price.

    Remember to define taxes for the products for "Tax Exclusive" and "Tax Inclusive" options, as Concord CRM requires tax rates for accurate calculations. Default tax settings can be changed in Settings -> Products.

  4. Add Products: Click on the dropdown, select a product, and the system will automatically calculate the total.

    If a sales rep enters a new product name in the dropdown that doesn’t match existing products, a new product will be created.

  5. Customize Product Details: Adjust details like quantity, description, rate, tax, or discount as needed.

Modifying these details in a deal does not change the predefined product settings.