Catalogue:

• A Master Catalogue of Products and Services is a fundamental resource for businesses to showcase, organize, and manage their offerings.
• This catalogue serves as a central repository of information about what the business sells, and it is used for various purposes, including sales, marketing, inventory management, and customer communication.

Steps:

• Goto the CRM.
• Then Go to the Catalogue Module.
  
  
  

  1.Service tab:

• A "Service Catalogue" is a comprehensive and organized collection of information about the services that an organization offers to its customers, clients, or internal users.
• After clicking on service tab module, as shown in below image.
  
• For creating services please follow the below step:
  Step - Click on the +New Service button, service creation form will get open as shown in the below image.
  

  Enter the required details.

• Service Name: Enter the Service name.
• Service Code(HSN/SAC): Enter the Service code.
• Service No: Enter the Service no.
• Type: Select Type using dropdown.
• Service Category: Select Category using dropdown.
• Service Manager: Select Manager using dropdown.
• Service Cost: Enter the Service cost.

  Additional details can be add while creating service:

• Service Location: Select Location using dropdown.
• Catalogue URL: Enter the Catalogue URL.
• Service Branch: Select Branch using dropdown.
• Delivery Mode: Select Delivery mode using dropdown.
• Service Tags: Enter the Service tags.
• Service Description: Enter the description of services.
• After adding services user can edit or update service details using pencil icon.
  
• To view the service details click on the Eye icon.
  

  2. Product tab:

• A "Product Catalogue" is a structured and organized collection of information about the products that a business or organization offers to customers or clients.
• After clicking on Product tab, as shown in below image.
  
• For creating product please follow the below step:
  Step - Click on the +New Product button, product creation form will get open as shown in the below image.
  

  Enter the required details.

• Type: Select Type using dropdown.
• Product: Enter the Product.
• Product Code: Enter the Product Code.
• Product No: Enter the Product No.
• Product Category: Select Product Category using dropdown.
• Product Location: Select Product Location using dropdown.
• Product Branch: Select Product Branch using dropdown.
• Product Manager: Select Product Manager using dropdown..
• Delivery Mode: Select Delivery mode using dropdown.

  Additional details can be add while creating product:

• Product Cost: Enter the Product Cost.
• Product Description: Enter the Product Description.
• Product Tags: Enter the Product Tags.
• After adding products user can edit or update product details using pencil icon.
  
• To view the product details click on the Eye icon.