Administration

Products, Tax, Currencies

Products

Products can be created in Gold-Vision either by importing your product details or creating them manually in the Settings area under Products.

Info

You will need to have created your Product Group before you can create Products, see ‘Product Groups’ for how to do this.

Using the + Icon you can add new Products.

Info

Fields can be added or amended in the Settings – Screen Design area. You may want to capture specific information about your products.

Tip

Tip: Use the Base Cost field to help you calculate margin on your product sales against a quote. Standard fields are available which you can add to your quote – Margin and Margin Percentage.

Product Settings

Review the Product Settings to ensure you have the correct values for your business process.  There are a number of settings which can be accessed from Product Settings in the Setting area.

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