Copying an Existing Product

What does this section cover?

What is Copying an Existing Product

CRM.COM Software allows you to use the configuration of an existing product and assign them to a new product. When copying a product the following attributes are carried over

  • Type
  • Brand
  • Family
  • Description
  • VAT Rate
  • Product Validity
  • Categories

Validations & Restrictions

ActionValidations
Copy Product

Copying an Existing Product

  1. Navigate to FOUNDATION > PRODUCTS > MANAGE PRODUCT   
  2. Search for the Products
  3. Click on the name of the product you would like to copy, to go to the Data Entry page
  4. From the Action Menu click on NEW > COPY
    All the carried over information are carried over
  5. Proceed with providing the rest of the values as required.
    For more information on products fields go to Managing Products

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