Overview
The Product Library in ClientPoint is a powerful feature designed to help businesses organize, store, and retrieve product information efficiently. It acts as a centralized database for all your product details, making it easier to create quotes and proposals by using the product information stored within ClientPoint.
Key Features of the Product Library
- Store Product Data: The library allows you to store essential product details such as the product name, number, description, price, and images.
- Organize Products: Use Product Categories to categorize and organize your products, making it easy to find and use them when creating quotes.
- Import and Export Products: You can import new products and update existing ones into your library using CSV files. You also have the option to export your entire product catalog from the library for further use or reporting.
- Product Photos: The library supports product images, which can be linked directly to the corresponding products for visual reference.
- Related Files and Products: You can associate related files (like brochures or manuals) with products, as well as link products together (for example, a primary product and related accessories).
How to Use the Product Library
- Import Products: Easily import products into the Product Library by uploading a CSV file. This allows you to add bulk data without entering each product manually.
- Categorize Products: To keep your product library organized, use categories that group products by type, use case, or other characteristics.
- Related Products and Files: Link related products or files to enhance the proposals and quotes you create with these items.
- Export Data: If needed, you can download the entire product catalog, including descriptions, images, and pricing, for reporting or offline use.
Accessing the Product Library
To use the Product Library, you need access to a tool within ClientPoint. If you need assistance or more information, you can reach out to support@clientpoint.net or contact your Client Success Coordinator.
Conclusion
The Product Library in ClientPoint helps streamline your workflow by organizing and centralizing your product data. Whether you are creating quick quotes or managing your inventory, this tool ensures that you have all the information you need at your fingertips. By utilizing the Product Library’s features, you can save time, reduce errors, and create more accurate proposals.
For additional questions, feel free to reach out to support@clientpoint.net.