Note: Product catalog is available for "Enterprise" plan only.
Teamgate allows creating a products or services catalog and adding them to a deal card.
1. How to create a product?
1.1. Open Product module;
1.2. Click New;
1.3. Fill all the necessary fields:
- Name- mandatory field;
- Unit cost- prime cost;
- Unit price- selling price;
- Add custom fields- you may also create a custom field while creating a product.
- Mark product as active or inactive. If the product will be marked as inactive- you won't be able to add it to the deal.
If you want to create more than one product or service- click ... on bottom right corner and select "Save and create new product" or "Save and clone product".
2. How to add the product to the deal card?
2.1. Open deals module;
2.2. Open deal card;
2.3. Click + in the products section;
2.4. Start typing product name or code in the designated field. Search starts showing results after entering 3 symbols;
2.5. You may adjust the selling price by adding a discount or markup, or by changing the selling price;
2.6. If you wish the total value of products to be the deal value- click ... on the bottom right corner and click "Save and set Deal Value".
3. How to remove the product from the deal?
3.1. Open deal card;
3.2. Click "Edit" button and click X to remove the product: