Sales - Products & Inventory

Key Steps

1. Searching and Filtering Products:
   • Use the search bar at the top to search for products by name or description.
   • Filter and sort products based on your preferences.
2. Managing Product Details:
   • Open a product to access details.
   • Use the overwrite feature to update inventory information such as quantity, rate card, and expenses.
   • Set up product rules for deal total minimum, minimum number of seasons, prevent overselling, and prevent discounts.
3. Managing Subtasks and Attachments:
   • Add and edit subtasks related to the product.
   • Attach relevant files or images as attachments for easy access.
4. Handling Categories:
   • Utilize advanced categories for better organization and reporting.
5. Archiving Products:
   • Archive products instead of deleting them to maintain historical data.
6. Managing Inventory:
   • Customize task names, due dates, and assignments for specific seasons.
   • Monitor sales, pending deals, and sold prices for inventory items.
   • Assign inventory items to partnerships and overwrite information if needed.
   • Promote products for re-selling across multiple seasons.
7. Additional Information:
   • Access unique identifiers, creation dates, and update history for each product and inventory item.

Cautionary Notes

• Exercise caution when overwriting inventory information, as it can impact future sales and deals.
• Ensure accuracy when setting up product rules to avoid conflicts during deal creation.
• Be mindful of archiving products, as this action is irreversible.

Tips for Efficiency

• Regularly update quantities and expenses to maintain accurate inventory data.
• Utilize subtasks and attachments to streamline communication and collaboration.
• Keep categories organized for easy reporting and analysis.
• Promote products strategically to maximize sales opportunities.