Main Tab

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Use this tab to indicate which items of the Sales & Marketing module are authorised to use this particular Product. You can also indicate the Tax code relevant to this Product.

In addition to these, you can update the Product prices from Greentree Financials Inventory by clicking the 'Update prices from Inventory' button. The Update prices from Inventory Options form displays. You can select to update any of these Prices:

• Non-stock Sell - The selling price for non-stock items, such as Postage.
• Stock Item Sell - The selling price for an item in Stock, this price includes Profit and can be inclusive or exclusive of Tax.
• Stock Item Cost - The basic price of manufacturing or for obtaining the item. No tax or profit is included in this price.

CRM Product Code

Enter a unique code. This field is alphanumeric. You can set the Codes to be generated by Greentree Desktop.

CRM Product Description

Enter a Description for the CRM Product. You can enter up to 90 alphanumeric characters.

Sales

Indicate which Sales & Marketing items can use the Product. If selected, the Product is available for selection as a Line Item on the specific item's Maintenance form, Line Items tab. These Sales & Marketing items are available for selection: Leads, Quotes and Orders.

If you select Quotes, you can select Hold Price on Quote. If selected, the CRM Product price is used on a Quote. If deselected, all Inventory and Non-stock items' price will be recalculated on the Quote.

The recalculated price uses the current Prices in Greentree Financials. All CRM Products that are available for Orders must have Sub-items. CRM Products are available for Orders if the Order check box on the Product Maintenance form, Main tab, is selected.

Hold Price on Quote

Select if you want the CRM Product's price to be used on the Quote. If not selected, the Price of all the Inventory and Non-Stock items included in the CRM Product will be recalculated when used on a Quote. The recalculated price uses the current Prices in Greentree Financials.

Hold Cost on Quote

Select if you want the CRM Product's cost to be used on the Quote. If not selected, the Cost of all the Inventory and Non-Stock items included in the CRM Product will be recalculated when used on a Quote. The recalculated cost uses the current Costs in Greentree Financials.

CRM Product Tax Code

Select the Tax Code that applies to the CRM Product. The Tax Code is used when allocating the CRM Product to a Quote, and when the Quote is converted to an Invoice/Sales Order.

The AR Customer Tax code supersedes the CRM Product Tax Code.

CRM Product Currency

This field defaults to the Base Currency for the current Company (as displayed in the Greentree Title Bar). This field cannot be maintained.

Discount

This field is automatically calculated, using the discount specified for each sub-item entered. This field represents the Total Discount for the Product.

Ex Tax

This field is automatically calculated, using the Line Total for each sub-item entered. This field represents the Line Total for the Product, which is equal to Price minus the Discount for all sub-items. If From Lines checkbox is not selected, then you can change the Ex Tax price.

Margin

This field is automatically calculated, using the Profit Margin specified for each sub-item entered. This field represents the Total Profit Margin for the Product.

From Lines

If selected, the totals field is calculated using the amounts entered per Sub-item. If deselected, you can specify your own price for the Product (exclusive of Tax).

If both this option and 'Hold Price on Quote' is deselected, then the updated price will be ignored and the latest Inventory Prices displays on the Quote. You shouldn't deselect this option if the price is to be recalculated during Quote generation.

CRM Product Items Table

This table lists all the Sub Items contained in the CRM Product. You can select a row in the table to view the detail of the selected item on the Sub Items tab.

You can also maintain the Sub Item detail through the entries in the table.

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