This section stores full detail about the products and services that you sell. Users can then select products from drop down lists when prospecting potential orders in the pipeline tool or just add them to an order. Users can add new products, view existing products and view retired products.
When setting up a new product users enter a product name and description, a cost price, sale price and if any sales commission is payable the appropriate percentage of profit payable. For recurring payments users have to enter whether the client will be charged daily, weekly, monthly or annually and what the minimum contracted period is. Users can also select a bill till cancelled option. Users will then be asked to select the relevant steps in the sales and provisioning processes that relate to the product that is being entered.
By entering the above information the system allows ClickHQ pipeline and actual orders to automatically display the total order value (based upon the minimum contracted period in the case of recurring products), total order profit (based on the same) and any commissions payable to the relevant sales head. You are also only one click away from generating an invoice for each completed order via the ClickHQ Billing Module.
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