Introduction to Products & Pricing

Why is Products & Pricing important?

This section is the foundation of your sales operations. It ensures that your sales team always has access to accurate and up-to-date information when creating orders. By centralizing your product data here, you can:

• Ensure Accuracy: Guarantee that all items and services are listed correctly for every transaction.
• Automate Pricing: Apply dynamic rules that automatically adjust prices based on specific conditions, reducing manual errors.
• Enhance Offerings: Easily manage complementary items like accessories and add-ons to increase sales value.

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Key Capabilities

The Products & Pricing page is divided into six main sections to help you organize your inventory and financial strategy:

• Product Catalog: Define your core product offerings to ensure they are accurately listed for reference during sales.
• Service Options: Manage customizable options that directly influence the final price of a product or service.
• Accessories: Organize physical items that can be sold alongside your main products.
• Add-ons: Set up additional services that enhance the main service options.
• Price Lists: Create and manage specific pricing structures to control how prices are displayed and applied during transactions.
• Price Rules: Define conditional rules (based on attributes or custom fields) that dynamically override or adjust base prices when an order is created.

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How to Access Products & Pricing

To access this configuration page, follow these steps:

1. Click on Settings and then click on the Products & Pricing option.

2. The Products & Pricing page will appear, and you will be able to see all the key capabilities mentioned above.