erxes plugin
Products & Services
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Made by Erxes

Our Products & Services plugin ensures that all information and know-how related to your business products and services are found here. Having all your products and services categorized and stored in one place is a great way to stay organized.

$5per month
📝
DESCRIPTION

Create and add unlimited products and services so that you and your team members can edit and share this data easily. You can define your own columns and fields of information so that all the information related to your business products & services is found here. The plugin also has an easy-to-use custom filtering module that lets visitors sort by multiple different criteria to find what they're looking for. It's also great for team members as they don't have to go through complicated admin pages to access their specific product information.

BENEFITS
Product and Service database

Create and store as much products and services offered in your database for easy access. All your products and services will be ready to view and information sharing.

Custom product and service

You can create custom products and services with as much information as possible, including product codes, cost of goods and inventory.

Interconnected business

Information sharing made easy for the entire business. All information access can be edited and shared within the organization for symbiotic communication.

Unique filters

Unique filters allow you to organize and find products efficiently and seamlessly. Filters and search engines improve productivity and saves time.

FEATURES

Store as many products and services as you wish

Add as many products and services you want and store them efficiently with all the related information.

 

 

Create custom products & services

Easily customize your account for your unique products and services. Add product codes, costs to produce, special notes, and much more.

 

 

Interconnect all the aspects of your business

Increase the synergy within your business by linking products and services with features like sales, conversations, tickets, and tasks.

 

 

Create custom filters

Creating unique filters allows you to organize and find specific products. With the help of a filter and search engine, you'll save time better spent on enjoying the fruits of your labor.

 

 

infoIMPORTANT

If you have any problems/questions concerning the plugin, please check out the Support forum in our website.

⚙️ HOW TO SET UP

The Products & Services plugin is available at erxes marketplace for all users when you get started with erxes. It comes with Cards plugin for free as it’s one of the core plugins ERxes provides.

⚙️ Self-hosted client, please go to the plugin installation documentation to install the Cards plugin after installing the erxes XOS.

‍💻 SaaS clients, when you sign-up for erxes Products & Services plugin will be there already, so just go along with this guideline to get started with this plugin.

📙 PLUGIN TUTORIAL

Prerequisite.

Before you start creating your messenger, you need to make sure you have created your brands & channels

To efficiently manage your customer communications when you have several brands and team units like departments or products/services operating in your organization, you need to create brands and channels dedicated to those separate units.

  • Brands are usually linked to the source of communication channels dedicated to products and services.
  • Channels are usually linked to group team members dedicated to the particular channels like Sales, Marketing, etc.

To create brands

To create channels

infoCAUTION

You can manage your team members to access customer communication within permitted brands and channels.

The Products & Services plugin can be found in the settings section on the bottom left side of the screen. By selecting the Products & Services tab, you will be able to access this plugin.

Step one. Configure your General Settings

Before you create your products & services, you need to first go to the Setting Configs to configure some of the settings used for products & services information, for example unit measures of products & services, currency of pricing and types of files to be uploaded for the products & services information.

Step two. Organize your products and services

You need to carefully organize your products and services and decide how you would categorize and code them. You probably need to check out this blog post, which will help you to organize your products & services smartly.

Step three. Create Products & Services

🥳 Congratulations, you have successfully set up your Sales Pipeline. Now, let’s start using it.

Now that you already know how to use Products & Services, please go to the following blog posts to learn about different use cases of Property plugin and master it.

✌️ Enjoy your journey with the Products & Services plugin!