Managing Products
This guide walks you through adding a new product to Blank CRM and verifying it appears in your product list.Prerequisites
- You have access to the Products module in your CRM dashboard
- At least one product exists in the system (the list should not be empty before you begin)
1
Open the Products list
Navigate to Dashboard > Products. The page will load and display your existing product list.
2
Open the new product form
Click the New button in the product list. A modal dialog titled New Product will appear.
3
Enter product details
Fill in the following fields:
- Product Name — Enter a descriptive name for the product (for example,
E2E Test Product) - Product Code — Enter a unique identifier for the product (for example,
E2E-001) - Standard Rate — Enter the default price for the product (for example,
149.99)
4
Save the product
Click the Save button. A success notification will confirm that the product has been created.
5
Search for the new product
Back on the Products list page, use the search bar to look up the product by name. The newly created product should appear in the results.
Product Name, Product Code, and Standard Rate are required when creating a product. Make sure all three fields are filled in before saving.