Setting up the Product module Follow

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:

• Name 
• SKU/Code
• Currency
• Sale Price (Default value = 0)
• Active for Sales
• Description
• Tags

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