Creating a Product

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Permissions Required

Manage Products - To create, edit, and delete Products.

The goods and services that an organization sells are called Products in Talisma. Values for the Products are defined from Talisma Business Administrator. The predefined Properties of a Product are Product Name, Description, Created On, Created By, and Last Modified. You can add other Properties from Talisma Business Administrator.

To Create a Product

1.  From the Edit menu, select Products.

The Product Manager is displayed.

2.  Click New.

The New Product window is displayed.

3.  Enter the values for Properties of the Product.

The Product Name Property is mandatory.

4.  Create Price Lists.

5.  Categorize the Product.

6.  In the Teams tab, select the Teams in which this Product will be available.

7.  Specify related Products.

8.  From the File menu, click Save.

- OR -

Click .

The Product is created.

Note 

•   In the Purchase List tab of the Opportunity and Order windows you can modify Property values of associated Products.

•   For information on the Properties you can set for this Object, see Product Tabs and Properties.