Managing Products
This guide covers how to access the Products module and create new product records in Blank CRM.Prerequisites
- You have access to the Products module in your CRM dashboard
1
Open the Products module
Navigate to Dashboard > Products. The products list will load, displaying all existing product records.
2
Create a new product
Click the New button in the products list. The New Product modal will appear.
3
Enter product details
Fill in the following fields:
- Product Name — Enter a descriptive name for the product (e.g.,
E2E Test Product) - Product Code — Enter a unique identifier for the product (e.g.,
E2E-001) - Standard Rate — Enter the default price for the product (e.g.,
149.99)
4
Save the product
Click the Save button. A success notification will confirm the product has been created.
5
Verify the new product
You will be returned to the products list. Use the search bar to search for your product by name to confirm it appears in the list.
Product Name, Product Code, and Standard Rate are key fields when creating a product. Ensure the Product Code is unique to avoid conflicts with existing records.