Create, edit and delete a product – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners
Products

Create, edit and delete a product

Create a new product

  1. Go to Sales & Marketing > Products.
  2. Click Create New and select Product.
  3. Add the basic information such as Name, parent product group and available from.
  4. Add other necessary information such as Price, unit, invoice period, billing type and click Save As New.

Note

Product group: Each product must belong to a product group.

Invoice integration & accounting information: Please let us know the details of cost center and sales account dimensions needed before the Invoice connector activation.

Edit a product

  1. Go to Sales & Marketing > Products.
  2. Edit a product either by:
    • Click on the product and in the summary page click Edit or
    • Click the pencil icon of the product you want to edit.
  3. After you have done the changes, click Save.

Delete a product

  1. Go to Sales & Marketing > Products.
  2. Click on the checkbox of the product you want to delete.
  3. Click Delete.
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