Manage product catalog
Admin creates, edits, and manages products in the catalog. Sales users view the catalog.
When this happens: Admin navigates to Settings — Product Catalog — New Product or selects an existing product.
Step by step
- 1
Click New Product in the Product Catalog.
EasyCRM shows the Create Product form: Name, SKU, Description (rich text), Unit Price, Category, Active (default: true).
- 2
Fill in Name (required), SKU (required, unique), Unit Price (required, ≥ 0), optionally Category and Description.
- 3
Click Save.
EasyCRM checks: Name 1–255 chars; SKU 1–50 chars, alphanumeric + hyphens, unique (case-insensitive); Unit Price ≥ 0. EasyCRM creates the Product record. EasyCRM takes you to Product detail. Toast: Product created successfully.
Other paths
Edit product
Open an existing Product and clicks Edit All fields are editable. Changes fields and clicks Save Note: Changing Unit Price does NOT retroactively update existing Quote line items. Only new Quotes use the updated price.
Deactivate product
Toggles Active to off. EasyCRM shows a warning: Deactivating this product will prevent it from being added to new quotes. [N] active quotes reference this product Confirm. Product is deactivated. Existing Quotes retain the product; new Quotes cannot select it.
Delete product (soft)
Click Delete on a product. EasyCRM checks if product is referenced by any active (Draft/Sent) Quote. Not referenced — archives. Referenced — .
If something goes wrong
Duplicate sku
If SKU already exists (case-insensitive). EasyCRM shows: A product with SKU '[SKU]' already exists Save blocked.
Delete blocked by active quotes
Product is referenced by [N] active Quotes. EasyCRM shows: This product is referenced by [N] active quotes. Deactivate it instead Deletion blocked.
Good to know
- SKU must be unique case-insensitively.
- Price changes do not retroactively update existing Quotes.
- Products with active Quote references cannot be deleted, only deactivated.