Once you have enabled the product module you can choose to customize the product layout based on your business needs.
To customize the products:
- Click on the profile icon on the top right corner of your Salesmate account
- Go to Setup > Customizations > Product
- You will see the default layout of the product.
- You can choose to:
- re-order the fields
- activate / deactivate fields
- add custom sections and fields
- Hit on the Form Preview to view how exactly the entry form would look like.
Re-order product fields:
- Simply drag and arrange the fields in the order you want them to be displayed in the form
Activate/ Deactivate product fields:
- The default product fields are active
- You can choose to mark them as inactive by simply dragging them to the inactive section on the right
- Move a field from the inactive section and drop it at the desired place to make it active
Add custom product section and fields:
- Click on the drop-down on Add Custom field button to Add New Section for the product.
- Give it a name and choose the section's layout - One column / Two column layout
- Click on Save to create the section
- Click on New Custom field button to add a custom field to the product
- Choose the field type, give it a name (field label) and choose the section you want it to be added in, select if you want to make it as a required field and click on Save to add the custom field.
Default product layout:
- Sale Price (Default value = 0)
- Active for Sales
Locked - this field cannot be removed from the layout nor marked as inactive
Removable - can be removed from layout and marked as inactive
Fixed layout - position of this field cannot be changed
Custom product section and fields:
Custom product layout:
Editing product section and fields:
- To edit the section/field hover over the field to reveal the edit button (pencil icon)
- Click the pencil icon to edit the field/section
- Click the trash icon to delete the field/section
- If it is a system field it will allow you to rename it OR mark it as required
- If is a custom field you can choose to delete it too