Alexa Best Small and Medium Business CRM Software - ConvergeHub

New Product

To start, go to Revenue from the menu on the left and click on Products.

Once you’re on the product list, you can create a new one by clicking the  button in the top-right corner. The Add Product page will open up, containing the necessary fields to be filled.


Fields Overview
Type: Choose from Product, Service, Discount etc.

Name: Enter the product or discount name. (Required)

Price: Enter the price and choose currency (e.g., USD)

Category: Select a product category for classification.

Assigned to: Choose the user or team responsible for managing this product.

Code: Optional internal SKU or reference code.

Taxable: Check Enable if the product is taxable.

Status: Set the product status: Active or Inactive.

Image: Upload an image of the product (optional).

Description: Add details about the product for reference.

Save: Click to add the product to your catalog.

Cancel: Click to discard the entry.