Your Products

Summary

If you store product information (brand, model, price, etc) in TeamGram, you can build quotes and orders much faster. You can also get insights into how well each of your products are selling, and who are buying them.

In TeamGram, the things you sell are called products (even if they are actually services).

TeamGram has a products section where you can keep an up-to-date list of everything you sell, including product names, prices, pictures, and other details.

Why Is the Product List Important?

TeamGram can help you sell better if it knows what you are selling. Here are some ways the product list is used:

Quick Access to Prices and Availability

You can easily lookup the unit price of an item and whether it is available or not. No more fumbling through spreadsheets or printed price lists. Search for any product name, brand, description or SKU to get the details instantly.

Automatic Price Look-ups in Quotes and Orders

While writing a quote or entering an order, simply select the product and TeamGram will fill in the unit prices for you (you can still change them or apply discounts).

Reports

TeamGram uses your product list to keep track of who is buying what to give you better insights into your sales.

Entering Products into TeamGram

If you sell a large number of different products, your administrator can import them in an Excel file. Alternatively, you can go to the products page and click on the new product button to enter them manually.

Identifying Your Products

Three fields on the product form help you identify your products. You can use them in any combination to identify your products. At least one of these fields must be used:

  • Name
  • Brand
  • Model

Optionally, you can also store the SKU (Stock Keeping Unit) codes of your products. These are used to quickly search for products, especially if you will be using the barcode scanning feature of TeamGram mobile apps.

Product Variations

If different variants (colors, sizes, etc) of your products have different prices, or you intend to manage your inventory in TeamGram, you must define each variant as a different product.

Units and Prices

The measurement unit is an optional text string that is displayed in quotes and orders to show the units used in unit prices.

No automatic unit conversion!

Note that TeamGram does not convert units automatically. For example, if you enter unit prices of a product in dollars per kilogram, your quotes and orders must specify the quantities for that item in kilograms. Using different units of measure (like grams or tons) will cause calculation errors. Specifying the measurement unit in the product form will remind you to use the correct units while preparing quotes and orders.

The unit price of a product is an optional field that helps you automatically populate the prices in quotes and orders when a product is selected. Typically you should write the list price or suggested price of the product here. You can always make adjustments in your quotes and orders (unless you are barred from making price adjustments by your administrator).

The unit cost of a product is another optional field that is used to automatically populate the cost information in quotes and orders, which is used to calculate estimated profits.

The tax rate is used to calculate applicable taxes in quotes and orders. You can specify different tax rates to each of your products.

Inventory Management

If your TeamGram subscription includes inventory management, you can specify if inventory management features should be enabled for a product. You will want to disable this feature for services.

If you have enabled inventory management, you can also specify a critical inventory quantity. When your inventory falls below this level, TeamGram will warn you.

Inventory management is available in Plus subscription plans and above.

Product Pictures

You can attach a picture to each of your products. This picture will be displayed in product lists, as well as quotes and orders. To attach a picture, click on the upload image link and select a file on your computer.

If your product’s picture is available on the internet, TeamGram may be able to find it automatically. Try this feature by clicking on the find image link. Image finder works best if your product is clearly identified in the name, brand or model fields. If you want to use one of the suggested images, select it and use the crop tool to select the area of the image to be used.

Brochures, Specification Sheets and Other Product Literature

Once a product is defined in TeamGram, you can add notes about it. You cal also attach files to these notes. Use note attachments to store brochures, drawings, specifications, high resolution photos and other literature about your product.

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