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Products in AchieveApex

Learn how to manage your product catalog to streamline your sales process.

What are Products in AchieveApex?

Products in AchieveApex represent the goods and services that your organization offers to customers. A well-maintained product catalog serves as the foundation for sales activities, allowing your team to:

  • Quickly add standard items to deals
  • Maintain consistent pricing across your organization
  • Track which products are selling best
  • Generate accurate quotes and invoices
  • Forecast revenue based on product sales

Key Concept: Products can be physical goods, digital items, or services that you offer to your customers. Creating a complete product catalog helps streamline your sales process and ensures consistency.

Types of Products

AchieveApex supports two primary product types to accommodate different business models:

  • Physical/Digital Products: Tangible goods or digital items with inventory management, SKUs, and potentially variants (e.g., different sizes or colors).
  • Services: Non-tangible offerings like consulting, maintenance plans, or subscriptions that don't require inventory management but still need pricing and description.

Product Features

AchieveApex provides comprehensive product management capabilities:

Basic Product Information

  • Name and Description: Detailed information about what you're selling
  • Price: Standard pricing that can be adjusted in individual deals
  • SKU: Unique product identifiers for inventory tracking
  • Status: Control whether products are active or inactive

Organization Features

  • Categories: Group similar products for easier navigation
  • Media: Add images and videos to showcase products visually
  • Variants: Manage variations like size, color, or other attributes

Integration with Deals

  • Deal Association: Add products to deals with custom quantity and pricing
  • Discount Management: Apply fixed or percentage-based discounts
  • Tax Calculation: Include appropriate tax rates for accurate pricing

Pro Tip: Use product categories effectively to organize your catalog, especially if you have a large number of products. This makes it easier for your sales team to find the right products quickly.

Benefits of Using Products

Implementing a product-based approach in AchieveApex offers several advantages:

  • Consistency: Standardize pricing and product details across your sales team
  • Efficiency: Quickly add pre-configured products to deals instead of entering details manually
  • Accuracy: Automatic calculation of totals, taxes, and discounts reduces errors
  • Analytics: Track which products are selling best and identify trends
  • Scalability: Easily manage thousands of products with categories and search functionality

Getting Started with Products

To begin working with products in AchieveApex, you'll need to:

  1. Set up your initial product categories
  2. Create your first products with appropriate details
  3. Add media to showcase your products visually
  4. Configure variants if needed (for products with multiple options)
  5. Begin adding products to deals

The following sections in this tutorial will guide you through each of these steps in detail.

Key Terms:
Product Catalog: Your complete collection of products and services
SKU (Stock Keeping Unit): A unique identifier for each product
Product Category: A grouping of similar products
Product Media: Images or videos showcasing a product
Product Variant: A variation of a product with different attributes

Next Steps

Now that you understand the basics of products in AchieveApex, explore the following sections to learn more:

Next: Catalog Management