Your CRM, part 2: products, services and stock

Chapters

1. 0:00The Catalog is everything SwiftKart sells or books: products with their price, stock and choices like size and colour, and services that take time on a calendar.
2. 0:12Add a product. Give it a name, a code if you use one, the price and how many you have.
3. 0:20Add the choices a buyer makes: sizes, then colours. The agent asks for each one, and won't take an order without them.
4. 0:29Add it. The stock goes down with every order, and comes back if an order is cancelled.
5. 0:36A service is booked, not ordered. Choose Service, set how long it takes, and its free times come from your calendars.
6. 0:45To change an item, open it. Here, more earbuds arrived: update the stock and save.
7. 0:52Out of season? Switch an item off. It stays in your catalog, but agents stop offering it.
8. 1:00Have a big catalog? Import it from a spreadsheet. Download the template: one row per item, with columns for sizes, colours and your own fields.
9. 1:10Choose your file and import. Rows with the same code update the item; rows with a problem are skipped, and it tells you which row and why.
10. 1:21Done: the new products are in, with their sizes and stock, ready for your agents. Next: contacts and bookings.