Sales Management
Product
Products represent the goods and services your business offers and are one of the fundamental building blocks of sales management.In Robosme, product definitions must be created before sales, quote, and order processes can be initiated.
Creating a Product
To create a new product, use the New button located in the Products concept. Product information is defined through the product creation form that opens.
Required Fields
To create a product record, the following fields must be filled:
- Product Name
- Product Code
- Unit Group
- Unit
- Currency
All information other than these fields is optional and can be customized according to needs.
Currency
The Currency defined on the product determines which currency the product price information will be managed in.
This information is used as a reference in price lists and sales scenarios without price lists.
Product Properties
The property fields in the product form determine the sales and pricing behavior of the product.
Decimal Places
Decimal Option determines how many digits will be displayed after the decimal point in the product quantity. This setting:
- Price Lists
- Sales Items
- Manage Products screen
provides consistent usage across different areas.
Default Unit Group and Unit
- Default Unit Group specifies what type of measurement the product will be sold in.
- Default Unit represents the basic sales unit within this group.
Unit group information plays a critical role especially in:
- Filtering price list items
- Determining units that can be selected during sales
.
Product Price and Tax Fields
The following price and tax information can be defined on the product:
- Cost
- Price Without Tax
- Tax Rate (%)
- Tax (Amount)
- Price (Including Tax)
These fields can be transferred to the sales product in sales scenarios without price lists or as default values.How tax calculations will be reflected in sales is determined through system settings.
Product Relationships
Products can be associated with each other. This structure is used for cross-selling and product recommendations.
Related / Recommended Products
Manage Relationships button allows a product to be associated with other products.
Related products:
- During sales
- During product addition stage
can be presented to the user as recommended products.
Impact on Sales
Product relationships:
- Do not automatically affect the sales total
- Provide decision support to the user
This way, the user can quickly evaluate related products while adding the main product to sales.