How to create, edit and deactivate Products New

The system is configured in the following hierarchy: Client>Product>Project>Job.

The projects and jobs created in the system will always relate to a specific client and product. The following steps will guide you on how to create, edit and deactivate products:

1. Go to the "CRM" tab and select a Client.

1. On the Client page scroll down until you find the "Products" tab.
2. You will find a list of all the products that were created for that client.

• To add a product click on the  button and fill in all the relevant fields.
• To edit a product you should click on the  and edit the information as necessary. 
• To deactivate a product simply select the product you want to deactivate, click on the and untick the "Active" checkbox.

• Don't forget to click on the disk symbol to save all your changes.