Vital CRM
How do I add new product to [order]?

There are two methods to add a new product.

Method 1: Import file

1. Go to [Settings > Import products (under [Import/Export])]



2. Import excel file


Method 2: Enter new production information manually

1. Go to [Settings > Products (under [Data])]
2. Click [Add]



3. Enter product information and then click on [save]
(*required)

 

There are two methods to add a new product. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#3948
How to find products without a product category?
Vital CRM版本 2
Exported data is in text format, how do I convert to date format?
Vital CRM版本 5
I deleted an order record after I reviewed the customer’s purchasing record. Why is the customer’s order information completely deleted?
Vital CRM版本 5
How to convert opportunities into order?
Vital CRM版本 3
How do I input one order with multiple product items?
Vital CRM版本 3
How do I clear the wrong order records?
Vital CRM版本 3
How do I import order records by excel file?
Vital CRM版本 3
Can I directly input undefined products when adding new purchase records?
Vital CRM版本 4
How to create customer purchase records?
Vital CRM版本 3
Application and operation of order management
Vital CRM版本 4