You can manage your own Product portfolio in Raynet and make your job easier when creating product calculations for Deals, Quotes, Sales Orders and other documents for your clients. You can then track how your Products are performing in the Product Performance analysis. For example, how each Product contributes to the overall business results, how profitable they are, etc. Product prices are always displayed without VAT.
Creating a product
To create a new Product, go to the Main Menu » Business » Products » Green plus button.
Tho product creation form is simple. The only required fields are the Name and the Product Code.
You have successfully created your first product. Find out how to further work with Products by reading the article Product Action Overview.
Creating Products is limited by the user's role. The role is assigned by an administrator in Settings » User Administration. Learn more about roles by reading our detailed article. A user with the role "Certain Restrictions" cannot create or edit products, only add them to Deals, where the selling price can be changed.
Tip: If you need to import multiple products at once into Raynet, you can use the .xls import template. Find it in Settings. A detailed article can be found here.
Product detail
On the price list detail, you will find several panels. The top panel contains basic information about the Product, such as the Code, Name, Validity, Standard Price, Price incl. VAT, Unit, VAT Rate, Costs.
Clicking on any field in the panel will take you to the editor of that field so you can easily change the information in it.
There is also a three dots button. This is where the Product actions are located. They are discussed more in this article.
You can add a picture of the Product to the right panel and add Attachments and other information about the Product below it. Here you will find the Category, Product Line, Description, and Tags. At the very bottom, there is information about the Product's sales.
In addition to the Discussion button, you will also find several tabs in the bottom panel:
- Classification in Price Lists
- Product Sales
- Product Customers
- Notes
In addition to the Product Code and Product Name, the Classification in Price Lists tab also contains information about the List Price, Currency, Costs, and VAT Rate. Click on the X at the end of the row to Delete a Product from a specific Price List. The + Add to another price list button is used for adding the product to another Price List.
Individual columns can be freely re-arranged or their width can be changed. Click on the cogwheel to Reset to default column settings.
To add products to a Price List, click on the + Add to another price list button.
By ticking the checkboxes next to specific Price Lists, the Mass Operations button will appear. You can do the following mass actions:
- Set VAT
- Set price
- Set costs
The next tab called Product Sales shows an overview of all Deals to which the Product has been added. In this list view you can customize visibility, order, and width of the columns, The list of Deals can also be filtered using quick filters, exported, or made full screen.
At the end of each row, you can click the three dots to Create related record for the Deal, view its Security, Invalidate it, or Delete it completely. Click the pencil to display a window for adding additional columns to the Product Sales list view.
The Product Customers tab works in the same way as the Product Sales tab, showing all Accounts that have purchased this Product.
Add notes to the Price List in the Notes tab. Name and color-code them, Add text, Set preview, or Add attachment. Everything needs to be saved. To delete a note, click on the trash can icon.
If you use Custom Fields in Raynet, then these fields will be displayed on a separate tab called Custom Fields.
Click the Discussion button to open the dialog box on the right side of the screen. First, add Discussion subscribers. Then simply write a new post, which you can edit or delete using the three dots button. Subscribers comment on the selected post in the thread or add new posts. It is possible to Refresh or Delete the entire discussion.