Product Manager User Guides

The Difference Between Bundles & Groups

Below is the definition for a Bundle and a Group: Product Bundle – When you add a Bundle to an...

Create Product Bundles

A Product Bundle is when you add a Bundle to an Opportunity; the total price of the components will be...

Create Product Groups

A Product Group is when you add a Group to an Opportunity; the price of each component will be assigned...

Display Bundles & Groups

Creating a Product Bundle or Group will appear in the relevant folder, depending on how you have defined the Product...

Add Products to Opportunities

To add Products to opportunities via the Product Manager, use the following steps: Navigate to the appropriate Opportunity Click the...

Add Product Bundles to Opportunities

To add Product Bundles to opportunities via the Product Manager, use the following steps: Navigate to the appropriate Opportunity Click...

Add Product Groups to Opportunities

To add Product Groups to opportunities via the Product Manager, use the following steps: Navigate to the appropriate Opportunity Click...

Edit Quantity & Sales Price Within Product Groups

To edit the Quantity & Sales Price of a Product Group, use the following steps: Navigate to the appropriate Opportunity....

Understanding the Search Feature

To make finding your Products to add to the Opportunity via the Product Manager easier, we have created a search...

Delete Opportunity Products

To delete an Opportunity Product using the Product Manager, follow these steps: Navigate to the appropriate Opportunity. Click the “Product...

Ordering Opportunity Products in the Opportunity Related List

In the GSP Product Manager App, we have easily understood the relationships between products using a numbering convention on the...

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