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

1. Navigate to the Revenue section in the Settings

1. Scroll down to the Products section and click on Add Product

1. 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.

1. Create pricebook entries for each product so that sellers can sell a product at different prices depending on the customer and situation.

2. 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

1. Go to the Products tab in the opportunity view

1. Click on Assign Products and select the product and its associated pricebook entry

1. You can change the unit price in this step - allows flexibility in case of discounts or upsell.