Support Center

Setting Up Additional Product Information

Last Updated: Jun 26, 2018 12:44PM PDT

Overview

Additional Product Information are automatically created by Kugamon Quote to Cash when a new Product is made within Salesforce.com.  Additional Product Information pulls extra data that is not on the product but is helpful to allow Kugamon to run smoothly.  This is where you can mark a product a service, add terms and conditions, make kits/bundles, and mark the product/service as taxable. 

Audience : Administrator


Steps:


1. Go to the Products Tab
2. Create a New Product
3. The Additional Product Information will automatically be created

Notes:

  • Additional Product Information is a Kugamon feature that is to enhance the standard salesforce product
  • For more information about setting up kits and bundles please see "Creating a Kit/Bundle"
  • We recommend De-activating or Deleting Products 
  • If you need to archive, please check the deactivate the Additional Product Information (do this by unchecking the active checkbox) 

 

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