FieldCamp’s Products & Services Management feature enables users to efficiently store, organize, and manage offerings for their business. With the Products & Services Table, users can add new items, update details, apply filters, and organize listings using the Organize functionality.
Key Features of Products & Services Management
Products & Services Table: View, edit, and manage all products and services in a structured format.
Add & Delete Products: Easily create or remove offerings from your inventory.
Organize Functionality: Filter, sort, group, and customize the displayed data for better navigation.
Custom Fields: Add and manage product attributes like price, duration, category, or warranty.
Managing Products & Services
1. Accessing the Products & Services Table
Open in your web browser.FieldCamp
Navigate to Products & Services from the main menu.
The Products & Services Table will display all existing items.
2. Adding a New Product or Service
To add a new product or service:
Click on “Add New” at the top-right corner.
Fill in the necessary details:
Name: Enter the product/service name.
Price: Define the pricing.
Category: Assign a category for better organization.
Duration: Specify service duration (if applicable).
Custom Fields: Include additional attributes such as warranty or special conditions.
Click Save to add the item to the table.
3. Editing Products & Services
To modify an existing product or service:
Click on the product/service name in the table.
Update relevant fields (e.g., name, price, category, or duration).
Click Save to apply the changes.
4. Deleting a Product or Service
If a product or service is no longer needed:
Locate the item in the Products & Services Table.
Click the Delete icon next to the entry.
Confirm the deletion (Warning: Deleted items cannot be restored).
Organizing the Products & Services Table
FieldCamp provides various organization tools to help users filter, sort, and customize the table view.
1. Using the Organize Button
Click Organize at the top-right corner of the table.
The Organize Panel allows users to:
Filter: Display only relevant products or services based on criteria (e.g., category, price range, or availability).
Sort By: Arrange entries in ascending or descending order (e.g., alphabetically by name, price, or date added).
Group By: Categorize products/services by attributes like category, pricing tier, or warranty.
Columns: Select which columns to display, customizing the data view.
Pagination & Infinite Scroll: Adjust how many entries appear per page or enable infinite scrolling.
2. Searching for Products & Services
Use the Search Bar at the top of the table.
Type keywords, product names, or service types to locate specific entries instantly.
3. Customizing Views
Save View: After applying filters, sorting, or column adjustments, save the view for future use.
Load Saved Views: Quickly switch between pre-configured table layouts.
Best Practices for Managing Products & Services
Keep Categories Organized: Assign proper categories to services for easier navigation.
Regularly Update Pricing & Details: Ensure all information remains accurate.
Utilize Custom Fields: Store relevant product/service details such as warranty or material requirements.
Archive Instead of Deleting: Instead of permanent deletion, archive items that may be used in the future.
Key Benefits
Efficient Organization: Maintain a structured product and service catalog.
Time-Saving Management: Quickly search, filter, and update entries.
Enhanced Visibility: Custom views and grouping improve accessibility.
Seamless Client Workflow: Ensure all team members have up-to-date product and service details.
By leveraging FieldCamp’s Products & Services Management tools, businesses can optimize their offerings, streamline operations, and maintain a well-organized product database with ease.