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Find out what configurations should be performed before the CRM.COM Products module is used |
Learn to set up Products related business processes and rules.
Mandatory Configuration: Links to manuals of Products configuration modules that are required for the module to work correctly.
Related Configuration: Links to manuals of configuration modules other than the Products's that offer additional functionality or are required for the module to work correctly.
Optional Configuration: Links to manuals of Products configuration modules that offer additional functionality but are not required for the module to work correctly.
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The following modules must be configured in order to use the Products:
| Module Name | Manual | Description |
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| Product Types | Configuring Product Types | Product types define and enforce the behavior behaviour and business rules that should be applied on each related product. |
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The following modules are related to, but are not a part of, Products. Such entities either:
- Must be configured accordingly in order to be able to start using the Products module (Configuration Type = Mandatory)
OR - May be configured to use the Products module at its full capacity (Configuration Type = Optional).
| Module Name | Module Manual | Module Description | Configuration Type | |||
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| Not applicable | Not applicable | Not applicable | Not applicableVAT Rates | Setting up VAT Rates | Set up the available VAT rates that are added on each Product | Mandatory |
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The following entities are available and can be configured under Products. A working CRM.COM model can exist without them being configured.
| Module Name | Module Manual | Description |
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Product Categories | Configuring Product Categories | Categories are used to classify Products into generic groups based on specific shared attributes. |
| Product Brands | Configuring Product Brands | Product Brands are used to define trademarks or distinctive names that serve to identify a specific Product or a Product line. |
| Product Families | Configuring Product Families | Product Families are groups of products derived from a common Product platform, using similar or identical production processes and having similar physical or behavioural characteristics. |
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