Product/Category should be one of the first things to setup after your account is activated.
Go to Admin > (sub-tab) Product/Category
Why is Product/Category setup so important?
- Product/Category is tied to many other business entities. For example, when you try to create an Opportunity in the Sales module, you have to tie a Purchase Line to a Product Category or a Product Item. When you create a Service Request/Case in the Support module, you're strongly recommended to tie the Case to a Product Category or a Product Item.
- If you are using the Quote tool in Opportunities or the Billing Module, quotes will require a product to be available for selection as a line item. Products can have a set of price lists setup as well.
- When properly recorded, Product/Category makes a very good categorization criteria for other business entities. For example, you can browse your Opportunities, Cases, Knowledges, Bugs, etc. by Product Category.
- In future modules, Product/Category is one of the key integration points that ties the current CRM modules to back office functionalities such as Inventory Management, Order Management, etc.
So be sure to carefully plan and implement your Product/Category setup once your account is activated.
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