Manage products in CRM

To effectively manage products in the CRM system, you can view your products, edit their characteristics and move them between categories. This will help keep the data up-to-date, optimize information organization, and simplify the search process.

To view subscriptions, read: Manage digital product subscribers.

View products

To find and view your products, go to CRM > eCommerce > Products.

To find a specific product, enter its full name or item number in the search field.

When searching by partial name, you need to enter at least 3 characters.

You can view the following details about each product:

Name	Shows the product name
Category	Shows the product category
Stock	Shows how many products are left in stock. This helps you keep track of when you need to restock. Available only for physical products.
Purchases	Shows how many times customers have bought this product.
Final price	Shows the price after taxes and discounts.
Discount and tax	Shows the tax and discount if there are any.
Original price	Shows the price before taxes and discount.
Visibility	Controls product visibility. To hide the product, turn off the toggle.
Created	Shows the date when you create the product.

To find products by criteria, click Filter and select a criterion:

Date created	Specify your time range, or select the Last ... days option
Type	Displays products by type (digital, physical, or a subscription).
Visibility	Displays products with specified visibility. Choose whether to show hidden products or those displayed in your product catalog.
Stock	Displays your stock. Enter an operator (equals, greater than, less than) and a number, and select a unit of measurement.
Purchases	Displays the number of product orders. Enter an operator (equals, greater than, less than) and a number.
Price	Shows the product price. Enter an operator (equals, greater than, or less than), enter a number, and select a currency. If you’ve selected the Digital product type, you can filter products by subscriptions or one-time payments.
Category	Displays one or more categories. Select categories from the list.
Attribute set	Displays a specific attribute group.
Attribute	Displays attributes if you’ve selected a group.

To sort products by that column, click a blue column header.

Manage products

Go to CRM > eCommerce > Products, and click a category to view the list of products.

Click the three dots next to a product to see the list of available actions:

Edit	Opens the product card, where you can edit all the fields you filled in when creating your product.
Duplicate	Copies the selected product card with similar settings into the same category.
Move	Moves the product to the selected category. All product properties move along with the product. However, if a product moves to a different category, it will lose its properties.
Delete	Permanently deletes the product. When a product is deleted, its linked Product* widget becomes empty.*

To hide your product, deactivate it in the Visibility column.

To manage multiple products at once, select them in the list. You can set the number of products you want to show at the bottom of the list or use filters to sort them by a specific criterion. In the upper panel, select an action:

Delete	Deletes selected products permanently. When a product is deleted, its linked Product* widget will become empty.*
Move	Moves selected products to the specified category. All product properties move along with the products. However, if products move to a different category, they will lose their properties.