A Product is essentially a pre-made job item that can be used for orders internally, online, or on POS. When creating a Product, a job template can be used to pre-fill specifications during setup, but it is not necessary. It can also be setup with files, tasks, notes, outsourced vendor, etc. 

There are several ways a Product can be created.

• CRM > Customer View > + icon on Products section
• Settings > Online Ordering > Products

Adding Products From Customer View page

Step     Action

  1.       From the Customer view page, select + icon on Product tab under the Items section.

 A Product Order View page will be created.

Once the new Product Order has been created, product items can be added from the Product Order view page. For more information, see Items - Adding Items. 

Adding Products From Settings > Online Ordering > Products

Step     Action

  1.       Select {Settings} and then select {Products} under Online Ordering.

  2.       Select {New}. A New Online MIS Template modal will open.

  3.       Complete the fields.

  4.       Select {Save}. A results window will pop-up to confirm Product saved.  A Product Order                          View page will be created.

Once the new Product Order has been created, product items can be added from the Product Order view page. For more information, see Items - Adding Items.