The Products/Services offered by your company, and pricing for those Products/Services, can be added to Pipeliner allowing your team to select the products, quantities, and pricing for their prospective sales (Opportunities) and even add a specific Comment against each selected Product. Pipeliner can then sum the value of the Products selected and update the total value of the Opportunity in question (if you choose to).
In most businesses, pricing of products will change from one period to another (e.g. from one year to the next). So, although you may have won deals where the pricing was set at a specific amount last year, during this year, the pricing for the same product on your new Opportunities may be different. Pipeliner has date-based price lists to accommodate these modifications.
As an Administrator, you can now define different types of Product and create a corresponding Custom Form for each Product. These Custom Forms can also include Custom Fields (just like when setting up different Opportunity Forms for each Pipeline).
When you add Products to the Products & Prices section in the Administration Module, you can now fill in those Custom Fields with additional Product details specific to your business.
You can add your Products manually or by importing from a csv file. You can import additional Products on an ongoing basis and Pipeliner will warn you if your data contains duplicates and allow you to select what to do.
Once your Products are created, you can then add your standard pricing. As well as doing this manually, you can now also import your price lists from a csv file.
When your users choose the Products to add to their Opportunities, they can add the custom fields in the list view when searching for Products and also see the extra information by clicking in the Product Grid within an Opportunity.
Customising Product Forms and Fields
Enter the Admin Module — from the Pipeliner CRM Application, click on the App Switcher in the top left corner ⤵
NOTE: Only Administrators will see the Administration menu
Creating Custom Product Forms
Select the Fields & Forms Menu and then click on the Products Tab.
In the Forms section, you’ll see Default Product ⤵
If all your Products are similar in terms of the information you need to enter about them, you’ll just use the Default Product Form and add any required Custom Fields to it.
If, however, you have different types of Product that need different Custom Fields, you can add new Product Forms.
How would I use Product Forms?
Let’s say that you’re a company that sells machines. You may sell brand new machines and also reconditioned machines — in this example, the fields you’d create would be very similar and you wouldn’t need separate Product Types — both new and reconditioned machines would have, perhaps, “year of manufacture”, “power rating”, “size”, “type of fuel” which would all be Custom Fields added to the same Product Form.
Now let’s say that you also sell warranties for your machines — warranties would need “length”, “start date”, “type of cover”. These fields are very different to the ones you need for machines so you would create a new Product Type of "Warranties" and could then set up a Form with just the warranty-specific fields on.
Adding new Product Forms
Click on "Create New" to add a custom Product Form, add your Form Name and then click on "Save" ⤵
Now you can add the Custom Fields and then place them on the Form you just created.
Creating Custom Product Fields
In the Fields section, click on the Create New button to add a new field ⤵
Select your Field Type from the dropdown list and then enter your Field Name. Depending on the type of field you choose, you can select or enter a default value if appropriate. Click on Save ⤵
Repeat until you’ve added all the fields you need.
Editing the Product Form
Select the Form you want to update date and then click Edit Form in the right hand panel ⤵
The system fields that are already placed on the form are displayed on the left hand side whereas fields not on the form show in a list in the right hand panel in the Fields tab.
NOTE: some of the system fields are mandatory for all Products and cannot be removed from the Form. These include: Product Name and Product Pipelines ⤵
First decide on the layout of your Form using Web Elements ⤵
Each element represents the number of columns that will show in a fully maximised browser window on the web app (subject to browser used and monitor resolution).
Drag and drop your chosen Web Element(s) onto the Form and then arrange your Fields inside them.
Add new Fields to the Form by dragging from the right hand panel. As you drop each new Field onto the Form, you’ll be able to select Field Form Properties which include making the field mandatory (on that form only) or changing the field label for that form ⤵
When you’re finished, click on “Save” to add your field to the form.
Drag and drop existing fields from one web element to another and then remove any elements that are not needed.
NOTE: you can only delete a web element when you have removed all fields and it is empty.
NOTE: when moving a field within the form, the “Field Settings (for this Particular Form)” dialogue box will not open automatically. You can open it to make changes by clicking on the single gear icon that appears when you hover over a field. Select Modify Field Form Settings to open the settings.
Adding the Products grid to Opportunities
Once you’ve set up your custom Product Forms and added the custom fields required, you need to add the Products grid to the Opportunities forms so that your users will be able to select Products for their Opportunities.
In Fields & Forms, select the "Opportunities" Tab ⤵
NOTE: If you have multiple Pipelines, there will be a different Opportunity Form available for each Pipeline. First select the Pipeline you want to work with.
Select the "Edit Form" button ⤵
Find the Product field in the Fields Tab on the right and drag it onto the form ⤵
See Using the Admin Module — Fields and Forms for more information.
NOTE: You wouldn't normally set this field as required as it's unlikely for your users to have all this information when an Opportunity is created ⤵
Click "Save" and then "Save" again to complete your Form changes.
Confirm and click "Publish" ⤵
Products & Prices Menu
Adding Product Categories
Now you need to finish adding the actual Products for your users to work with. Start by deciding on whether you want to group Products together using Categories. A Category represents a “family” of Products. Categories can be useful for searching for Products when adding them to an Opportunity as well as for Reporting.
In the Admin module select the "Products & Prices" Menu. Click on the "Categories" Tab ⤵
Create a New Category by clicking on "Create New" or modify one that you already have. To modify a category, click on the category name and make your changes.
To add a category, click the "Create New" button. Complete the fields. Click "Create" ⤵
You can create a hierarchy of Categories by selecting an existing Category as the “parent” of the one you are creating or modifying ⤵
Select the "Products" Tab ⤵
Click the "Create New" button. The Default Product form will be selected. If you have not created any Custom Product Forms, complete the fields for your new Product (required fields have an “*” asterisk) ⤵
- Product Name (required)
- Product Unit is the Unit of Measure (UOM or default “quantity”) for that product. Some examples include: Each, Lb, Box, Kg, Pallet
- If your company does not use SKU numbers or Product Codes, skip this field.
- Use the drop-down list to select the Category this product belongs in.
- Add a description of the product to help your users.
- Lastly, select if this product will only be available in Opportunities for a specific Pipeline, selected Pipelines or all Pipelines.
If you’re using a Custom Product Form, select it from the dropdown ⤵
Complete the fields and click "Save".
Repeat this process for all your "Products".
NOTE: you can also import Products from a csv file. Please see this article for details.
Using Price Lists
Adding Price Lists to Pipeliner enables the end user to select Products and have the list price also added to an Opportunity they are working on in the App.
Prices often change, and therefore Pipeliner allows you to create multiple Price Lists for different date ranges. The name identifies each price list and the dates represent the period through which those prices are correct. All Products added to Opportunities will use that pricing when a Price List is applied.
A user can choose to use a previous price list. Also, a User can manually modify the pricing of products when adding them to an Opportunity.
NOTE: Price lists are not required. If pricing is not entered, then the user will still be able to use Products and can manually enter a price for each of them.
Creating a Price List
Select the "Price Lists" Tab and click on the “Create New” button ⤵
Add the Price List name and then click on the calendar icons to select the start date from which this price list will be valid. Then select the end date for this price list. Click on Next and add in the prices for your products. When it’s completed, click on Save.
NOTE: you can go Back and change the date range and name if necessary ⤵
Editing an Existing Price List
Edit an existing Price List by selecting and then clicking on "Edit Price List" ⤵
NOTE: you can increase or reduce all prices in your list by a percentage using the Update Prices button. Type in your percentage and then select “Discount” to reduce all prices by that percentage or “Surcharge” to increase the prices ⤵
When your changes are complete, click on "Save" ⤵
Copying an existing Price List
You can copy an existing price list and then easily update it. Select your price list and click on the "Copy" button ⤵
Change the name, valid from date and valid to date and then select Next. Update your pricing (remember the helpful "Update Prices" button) and then click on "Create".
NOTE: Changing prices within a current Price List will update pricing on all Opportunities using that list.
NOTE: you can also import Priding from a csv file. Please see this article for details.
NOTE: Products and Pricing fields are available only in the Enterprise Tier.