The Products Module in Zoho CRM is a catalogue of all goods and services your company sells. Each product record stores the product name, code, unit price, tax details, and vendor information, and can be associated with Deals, Quotes, Sales Orders, and Invoices.
The Products Module acts as the master product catalogue inside Zoho CRM. When sales reps add line items to a Quote or a Deal, they pick products from this catalogue rather than typing them manually. This enforces pricing consistency and allows accurate revenue reporting by product.
Each product record can store: Product Name, Product Code, Unit Price, Commission Rate, Tax details, Vendor Name, Product Active/Inactive status, and a long Description. A product can also be linked to a Price Book for customer-segment-specific pricing.
When the Products subform is enabled on the Deals module, reps can attach one or more products to each deal with quantity and discount. This data flows into forecasting and allows product-level pipeline analysis.
The Products Module in Zoho CRM is a catalogue of all goods and services your company sells. Each product record stores the product name, code, unit price, tax details, and vendor information, and can be associated with Deals, Quotes, Sales Orders, and Invoices.
When the Products subform is enabled on Deals, reps can add one or more products to a deal with quantity and discount. This enables product-level pipeline reporting and accurate quote generation.
Yes, via Price Books. A Price Book can override the standard unit price for a specific customer segment or geography, and is applied when creating Quotes or Orders.
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