SugarCRM SupportProduct GuidesSugar Versions10.010.0 ServeSugar Serve 10.0 Administration GuideProducts and Quotes

Products and Quotes

Overview

The Products and Quotes section of the Admin panel enables you to define products and product details that are used in modules that are exclusive to Sugar Sell users. The Products and Quotes panel provides access to the following modules:

Module Description
Product Catalog List of products sold by your organization; used as a template for the Quoted Line Items and Revenue Line Items modules for Sugar Sell users
Product Categories Populates the categories by which products are organized in the Product Catalog
Product Types Populates the Type dropdown list in the Product Catalog
Manufacturers Populates the Manufacturer Name dropdown list in the Product Catalog

Please note the following as pertains to access and visibility of Product Catalog-related modules:

  • Quotes Configuration, Shipping Providers, and Tax Rates are additional modules that work with the Product Catalog but are not accessible by Sugar Serve users. For more information on license types and the functionality available for each, refer to the User Management documentation. 
  • Prior to Sugar 10.0, the Product Catalog, Product Categories, Product Types, and Manufacturers modules were only available to Administrator users. Information specific to these modules can now be found on the Product Catalog page in the Application Guide.
  • For Sugar Serve users to leverage the Product Catalog, an administrator would need to add a custom relate field from the Product Catalog module to a supported Sugar Serve module (i.e., Bugs, Cases, or Knowledge Base). For more information on setting up a Product Catalog field for bugs, cases, or knowledge base articles, please refer to the Creating a Relate Field article.

For instructions concerning views and actions which are common across most Sugar modules, such as creating, editing, and deleting records, please refer to the Working With Records section of this page.

Product Catalog, Product Categories, Product Types, and Manufacturers

Prior to Sugar 10.0, the Product Catalog, Product Categories, Product Types, and Manufacturers modules were only available to Administrator users but can now be accessed by all users subject to license type and standard role and team restrictions. Information specific to these modules can now be found on the Product Catalog page in the Application Guide.

The Product Catalog and Product Categories modules use Sugar's Sidecar user interface. The following links will open specific sections of the User Interface documentation where you can read about views and actions that are common across most Sidecar modules. The sections following this table describe behaviors and functionality specific to the Products- and Quotes-related modules. 

Content Link Description
Creating Records
    Basic Record Creation
    Creating Via Subpanels
    Creating Via Duplication
    Importing Records

The Creating Records section covers the various methods of creating new records, including via the Create button in the module, via the subpanel on related module records, duplication of an existing record, and importing a list of records into Sugar using a .csv spreadsheet.

Viewing Records
    Viewing Via List View
    Viewing Via Record View
    Viewing Via Recently Viewed
    Viewing Via Preview
    Viewing Via Reports

The Viewing Records section describes the various methods of viewing records, including via the list view and record view, the Recently Viewed menu in the module tab, previewing records in the right-hand side panel, and reports displaying the record's data.

Searching for Records
    Global Search
    List View Search
        Creating a Filter
        Saving a Filter
The Searching for Records section provides an introduction to the two searching methods for locating Sugar records: global search, which searches across all Sugar modules, and list view search, which searches and filters within the module.
List View
    Total Record Count
    Create Button
    List View Search
    Checkbox Selection
    Mass Actions Menu
    Favorite Designation
    Column Reordering
    Column Resizing
    Column Sorting
    Column Selection
    Preview
    Record Actions Menu
    More Records
    Dashboards

The List View section walks through the many elements of the List View layout, which contains a filterable list of all records in the current module. While the generic menu options are described in the User Interface sections linked to the left, the options specifically available in the list view are described in the List View Mass Actions Menu and List View Record Actions Menu sections of the module overviews below.

Note: You can only mark records as favorites via the Product Catalog list view. 

Record View
    Favorite Designation
    Next or Previous Record
    Actions Menu
    Show More
    Dashboards

The Record View section walks through the many elements of the Record View layout, which contains detailed information about a single record. While the generic menu options are described in the User Interface sections linked to the left, the options specifically available in the record view are described in the Record View Actions Menu sections of the module overview sections below.

Note: You can only mark records as favorites via the Product Catalog record view.

Editing Records
    Editing Inline Via Record View
    Editing Via Record View
    Editing Inline Via Subpanels
    Editing Inline Via List View
    Mass Editing Via List View

The Editing Records section describes the various methods of editing existing records, including inline via the record view, in full edit mode on the record view, inline via the subpanel on related module records, inline via the list view, and via the Mass Update option on the list view. 
Deleting Records
    Deleting Via Record View
    Deleting Via List View
    Mass Deleting Via List View
The Deleting Records section describes the various methods of deleting unwanted records, including via the record view, an individual record's Actions menu on the list view, and the Mass Actions menu on the list view.
Exporting Records The Exporting Records section provides an introduction to the export functionality, which allows you to download a list of records and all their data as a .csv file for use outside of Sugar (e.g. in Microsoft Excel).
Recalculating Calculated Values The Recalculating Calculated Values section provides instructions on utilizing the Recalculate Values list view option to update calculated field values in the module if the administrator has changed the field's formula via Admin > Studio.
Finding Duplicate Records The Finding Duplicate Records section provides instructions for locating duplicate records. If searching on matching fields (e.g. Name) identifies one or more duplicates, they can be merged into a single record.
Merging Records
    Merging Via List View
The Merging Records section provides instructions for merging duplicates, which combines field values and related records into a single record.
Favoriting Records
    Favoriting via List View
    Favoriting via Record View

The Favoriting Records section describes the various methods of marking records as favorites, including via the list view and record view.

Note: You can only mark records as favorites via the Product Catalog module. Favoriting a product catalog record allows you to easily access the product from the list view, Product Catalog Quick Picks dashlet, or the Product Catalog module tab. For more information on the Product Catalog Quick Picks dashlet, please refer to the Opportunities or Quotes documentation. 

Sharing Records The Sharing Records section provides instructions for the Share record view option, which composes an email with a link to the record. If the recipient is logged into Sugar, clicking the link will bring them directly to the record view.

Last modified: 2021-09-23 13:19:20