Support Center

Creating and Configuring a Product

Last Updated: Jun 26, 2018 11:52AM PDT

Overview

Kugamon Quote to Cash creates the designation of Products/Service in Salesforce.com. Kugamon supports salesforces standard product and price books.  Once the Product catalog is built out the End User can select from the list of Products/Serivces on the Opportunity, Quote, and Order.  Kugamon bring two new components to the standard salesforce Products, Additional Product Information and Tiered Pricing.  Additional Product Information is supplementary product/service data is held adding the Order process. Tiered pricing is where the administrator can set a volume based schedule that can be applied on Quotes and Orders.  

Audience : Administrator 

  

Steps:


1. Log into your Salesforce Org | Go to the "Product" Tab
2.  Under the "Recent Product" related list |  Click "New"
3. Insert Product Name and details
4. Select "Save and Add Price" | Add Price
5. Click Save


Notes:
  • When creating a product the only required field is "Product Name"
  • Kugamon captures additional product information.  To learn more see "Setting Up Additional Product Information"
  • We recommend De-activating or Deleting Products 
  • If you need to archive, please check the deactivate the Additional Product Information prior to archiving the Product (do this by unchecking the active checkbox) 

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