With Insight CRM HR Addon’s Settings Management, you can easily set up departments, branches, shifts, teams, custom fields, payroll, attendance, and role permissions. This flexibility helps you reduce errors, save time, and manage employees more efficiently, leading to better business growth.

 

Note: With the Insight CRM Inventory Addon, Admins take full control of inventory management. They can add products, track stock, manage deliveries, and generate reports effortlessly. While Clients and Staff follow Admin instructions, Admins ensure secure access, smooth operations, and efficient workflows, saving time, reducing errors, and driving business growth with ease.

 

 

How to Manage a Sales Product

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Inventory from the left menu.

• Click the Product from the left menu.

• Finally, click the Sales Product from the left menu, and a new window will appear.

• Click the Search option and type the desired department name to view.

• Click the Export button. A new window will pop up with options for PDF, CSV, and Print.

  • If you click the PDF button, the selected document will be automatically downloaded.

  • If you click the CSV button, the selected document will be automatically downloaded.

  • If you click the Print button, the selected document is automatically printed.

• Click the Filter button, and an entry form will appear.

• Fill in the following details:

• Category: Select the type from the dropdown menu.

• Quantity: Select the status from the dropdown menu.

• Once all the fields are completed, click the Apply button to show the information.

 

 

 

 

How to Add a New Sales Product

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Inventory from the left menu.

• Click the Product from the left menu.

• Finally, click the Sales Product from the left menu, and a new window will appear.

• Click the Add New button, and an entry form will appear.

• Fill in the following details:

  • Title: Type the desired title in the title name field.

  • Select Category: Select the category from the dropdown menu.

  • Price:

    • Customer: Put the customer price in the customer price field.

    • Retailer: Put the retailer price in the retailer price field.

  • Online: Enter the online price in the online field.

  • Quantity: Type the desired quantity in the quantity field. 

  • Brand: Enter the chosen brand name in the respective field.

  • Expiry Date: Put the expiry date in the expiry date field.

• Once all the fields are completed, click the Submit button to save the information.

 

 

 

 

How to Edit a Sales Product

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Inventory from the left menu.

• Click the Product from the left menu.

• Finally, click the Sales Product from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will pop up with Edit and Delete.

• Click the Edit button, and a new entry form will appear.

• Fill in the following details:

  • Title: Type the desired title in the title name field.

  • Select Category: Select the category from the dropdown menu.

  • Price:

    • Customer: Put the customer price in the customer price field.

    • Retailer: Put the retailer price in the retailer price field.

  • Online: Enter the online price in the online field.

  • Quantity: Type the desired quantity in the quantity field. 

  • Brand: Enter the chosen brand name in the respective field.

  • Expiry Date: Put the expiry date in the expiry date field.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Delete button, a confirmation window will pop up.

• If you click the Confirm button, the item will be deleted automatically; otherwise, click Cancel.

 

 

 

 

How to Purchase a Product

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Inventory from the left menu.

• Click the Product from the left menu.

• Finally, click the Purchase Product from the left menu, and a new window will appear.

• Click the Add New button to open an entry form.

• Fill in the following details:

  • Title: Type the desired title in the title name field.

  • Select Category: Select the category from the dropdown menu.

  • Price:

    • Customer: Put the customer price in the customer price field.

    • Retailer: Put the retailer price in the retailer price field.

  • Online: Enter the online price in the online field.

  • Quantity: Type the desired quantity in the quantity field. 

  • Brand: Enter the chosen brand name in the respective field.

  • Expiry Date: Put the expiry date in the expiry date field.

• Once all the fields are completed, click the Submit button to save the information.

 

 

 

 

How to Edit a Purchase Product

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Inventory from the left menu.

• Click the Product from the left menu.

• Finally, click the Purchase Product from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will pop up with Edit and Delete.

• Click the Edit button to open a new entry form.

• Fill in the following details:

  • Title: Type the desired title in the title name field.

  • Select Category: Select the category from the dropdown menu.

  • Price:

    • Customer: Put the customer price in the customer price field.

    • Retailer: Put the retailer price in the retailer price field.

  • Online: Enter the online price in the online field.

  • Quantity: Type the desired quantity in the quantity field. 

  • Brand: Enter the chosen brand name in the respective field.

  • Expiry Date: Put the expiry date in the expiry date field.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Delete button, a confirmation window will pop up.

• If you click Confirm, the item will be deleted automatically; otherwise, click Cancel.

 

 

 

 

How to Add New Categories

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Inventory from the left menu.

• Click the Product from the left menu.

• Finally, click the Categories from the left menu, and a new window will appear.

• Click the Add New button to open an entry form.

• Fill in the following details:

• Title: Type the desired title in the title name field.

• Once all the fields are completed, click the Submit button to save the information.

 

 

How to Edit Categories

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Inventory from the left menu.

• Click the Product from the left menu.

• Finally, click the Categories from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will pop up with Edit and Delete.

• Click the Edit button to open a new entry form.

• Fill in the following details:

• Title: Type the desired title in the title name field.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Delete button, a confirmation window will pop up.

• If you click Confirm, the item will be deleted automatically; otherwise, click Cancel.

 

 

 

 

How to Add Pricing

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Inventory from the left menu.

• Click the Product from the left menu.

• Finally, click Pricing from the left menu, and a new window will appear.

• Click the Add New button to open an entry form.

• Fill in the following details:

• Title: Type the desired title in the title name field.

• Status: Select the status from the dropdown menu, Active or De-Active.

• Once all the fields are completed, click the Submit button to save the information.

 

 

 

How to Edit Pricing

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Inventory from the left menu.

• Click the Product from the left menu.

• Finally, click Pricing from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will pop up with Edit and Delete.

• Click the Edit button to open a new entry form.

• Fill in the following details:

• Title: Type the desired title in the title name field.

• Status: Select the status from the dropdown menu, Active or De-Active.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Delete button, a confirmation window will pop up.

• If you click Confirm, the item will be deleted automatically; otherwise, click Cancel.