You can manage your own Product portfolio in Raynet. This makes it easier for you to create product calculations for Deals, Offers, Quotes and other client documents. You can select items from the list of Products, so you don't have to write their value manually.
To add a product, you need to click the Add Products button on the Deal detailed card (or Offer and Quote detailed cards). In the product list, filter through and select specific products and confirm the selection with the Select and Close button.
You can easily change the selling price, adjust the quantity, or add a discount to the products directly in the product table.
You can Edit, Duplicate or Delete each Product from the table. These options can be accessed by clicking on the three dots.
Click on Edit to open a Product preview where you can edit the information about the product.
If you are creating a Deal in a foreign currency, then you need to add products from price list via the three dots (above the product table).
In the same way, you can add an item without categorization to the Deal. This means a product that you do not have in your product list. This way you can easily add, for example, the price of Shipping to the Deal.
You can use the Mass Operations button to set up the following for all products:
- set mass discount,
- increase selling price,
- remove products.