Create new product instantly in all sales and manufacture tabs in Catalystk.
The inventory, service and raw material products are the products that are used in business for the purpose of selling the products and improving sales growth. In catalystk CRM you can be able to create new inventory products, new service products, and raw material products immediately while creating a quotation, proforma invoice, sales order, delivery challan, and sales invoice.
Instant product creation benefits:
1. when a customer wants to create a sales visit, quotation, proforma invoice, sales order, delivery note, or invoice, then he need not go to product master creation tab to create a new product, he can then and there create a new product for his invoice or DC, etc.
2. This feature allows to create a quotation or invoice within seconds, thereby the billing is made faster and saves time.
3. This feature allows a sales executive to create a new product immediately as per the customer requirements.
4. This helps to improve the sales growth of the company.
Steps to create new product instantly:
1. Click the side menu option, and click the "Sales" tab.
2. In all "sales" tab of a sales visit, quotation, proforma invoice, sales order, delivery note, and invoice tab, in the item field:
a. Select the "New Inventory Product", and enter the new inventory product and click Save.
b. select the "New Service Product", and enter your new service product and click "Save".
3. In the manufacturing tab, of BOM, work order and job order, in the item field.
a. Select the "New Inventory Product", and enter the new inventory product and click Save.
b. select the "New Service Product", and enter your new service product and click "Save"
c. select the "New Raw Material", and enter the "New raw material" and click "Save"