User Guide / Revenue
Products
Add information about your organisation's SKUs and pricebook details which your sellers can use to link to opportunities
Guide for admins to list products
Navigate to the Revenue section in the Settings
Scroll down to the Products section and click on Add Product
Products can be categorised in hierarchies in Rox, in the order of Family ⇒ Group ⇒ Product
Multiple products can be a part of a product group, and multiple groups can belong to a product family.
Create pricebook entries for each product so that sellers can sell a product at different prices depending on the customer and situation.
You can temporarily deactivate pricebook entries to restrict sellers from being able to use that pricebook entry in opportunities.
Guide for sellers on how to add a product to an Opportunity
Go to the Products tab in the opportunity view
Click on Assign Products and select the product and its associated pricebook entry
You can change the unit price in this step - allows flexibility in case of discounts or upsell.