Holmes CRM: Defining and Selling Products

in CRM

Simple use case where we create products and assign product items to a customer account.

In this example, we are defining one standalone product. It is possible to group products into packages, and define product parts as well, but in the video we keep it easy.

Next, we assign the product to a customer account. But not the product definition, of course.

One reason is, we need to track when the product was delivered to the customer, at which price, etc. So we record the product instances in a different table, but related with the product defined beforehand, which is shown in a drop-down selection list (a.k.a. combo box).

In this way, we can track which products have been sold to the customers in the past, when, at which price, etc.