Products - Configuration Requirements

 Back to Products Main Page 

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.

Mandatory Configuration

The following modules must be configured in order to use the Products:

Module NameManualDescription
Product TypesConfiguring Product TypesProduct types define and enforce the behaviour and business rules that should be applied on each related product.

Related Configuration

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 NameModule ManualModule DescriptionConfiguration Type
VAT RatesSetting up VAT RatesSet up the available VAT rates that are added on each ProductMandatory


Optional Configuration

The following entities are available and can be configured under Products.  A working CRM.COM model can exist without them being configured.

 

Module NameModule ManualDescription

Product Categories

Configuring Product CategoriesCategories are used to classify Products into generic groups based on specific shared attributes.
Product BrandsConfiguring Product BrandsProduct Brands are used to define trademarks or distinctive names that serve to identify a specific Product or a Product line.
Product FamiliesConfiguring Product FamiliesProduct 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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