The products specify the value of the entire Business Deal. By using them, you can analyse how each product is sold. Therefore, it’s good to work with them within the CRM. :)
You will receive all your services and goods in RAYNET in bulk via an import template, which is in XLSX format.
With the template it’s possible to insert new products into the CRM, but also to update already created products and include them in the Price Lists.
It is possible to import / update 5,000 records at a time.
Only the administrator can import / update products.
Import of Products
- To import, click the Settings button in the upper right corner.
- From the left menu, select Import data from XLSX ► Import Products.
- Download the import template. Instructions for filling in can be found directly in the template.
- Save the completed template and upload it back to RAYNET.
- The import data is checked. If everything is OK, click the Start Import button to complete the import.
If there are errors in the file, click to view a list of errors.
You will see what the error is and which line it is on. Fix the error, save the file, and re-upload to RAYNET. If the import file is error-free, click the Start Import button.
If there are errors in the file that you didn’t correct, and you click on the Start import button, only the data that are without errors will be imported into RAYNET.
You can bulk update products that you already have registered in RAYNET. Do exactly the same as when you were importing new products.
Click the Settings button to select Import Data from XLSX from the left menu and select Import Products.
Download the import template, in which the products you currently have in RAYNET will be inserted.
If the products are included in the Price Lists, you will find the individual price lists at the end of the table.
The price list code is given in the first square brackets, followed by the price list name and the price list currency in the last square brackets. This information cannot be changed. You can only add individual products to these price lists and add price list prices to them.
For products, you can edit the values in all columns. But be careful If you edit the Code, a new product will be created.
After filling in the template, save the file and upload it to RAYNET. The import data is checked. If everything is OK, complete the import with the Start import button.
If there are errors in the file, click to view a list of errors. Correct the errors, save the file, and upload it back to RAYNET.
If you don’t correct the errors and still click the Start import button, only the data that is error-free will be imported into RAYNET.