Manage Products and Sales
Products and Sales - Introduction
You can build and manage a catalog of products that you offer to your customers. This catalog helps support reps to find relevant product information to provide pre-sales or post-sales support. You can create and manage sales by associating products ...
View, edit, or delete sales
You can perform various sales-related actions from the sale list view. To access it, go to the Accounts tab, click the desired account name and then click Sales tab. The sale list view displays all sales associated with the customer's account. To ...
Import Sales
SupportCenter Plus allows you to bulk import sales from a CSV file. This option allows you to import multiple sales across various accounts within the portal. To import sales: 1. Click the Accounts tab and then click Import Sales details from ...
Deactivate Products
Product deactivation allows you to suspend the sales of products. This option is particularly useful to maintain a record of legacy products or when products sales are temporarily suspended due to non-availability. To deactivate a product: 1. Click ...
View, edit, or delete products
You can perform various product-related actions from the product list view. To access it, click the Products tab on the header pane. The product list view displays all products. To view the details of a particular product, click the desired ...
Import products
SupportCenter Plus allows you to bulk import products from a CSV file. To import products: 1. Click the Products tab and then click Import Products from CSV button. 2. In the import wizard that appears, click Choose File, select the CSV file and ...
Add Sales
To add sales: 1. Go to the Accounts tab and then click the desired account. 2. In the account details page, click Sales tab and then click Add Sales. 3. In the add sales form, provide the necessary sales details as required. The default sales fields ...
Add a new product
To add a new product: 1. Go to the Products tab and then click New Product. 2. In the new product form, provide the necessary product details as required. The default product fields are as follows. Field Name Description Product Type To give ...