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Conga Support

Adding a Product

You can easily add a product to a Contract Profile so that information for that product is stored in a central location for quick reference, or to provide supplemental information on a product that is named in the contract.

  If you add a product via the Products browse screen, the product is also added to the Product Grid. Similarly you can add a product via the Product Grid.

A product associated with a contract is added from the Products browse screen in a Contract Profile.

Products1

A

Products link

Click to display the Products browse screen.

B

New Product button

Click to display a screen that allows you to add a new product.

   All of the fields in the screen used to add a new product are required.

Products2

C

Product Name field

Enter the name of the product.

D

Product Description field

Provide a description of the product.

Note: If the text you enter exceeds the viewing area of the field, click the Expand link to display a window that will allow you to view the text in its entirety.

E

Product Quantity field

Enter the quantity of the product, as defined in the contract.

F

Product Price field

Enter the price of the product, as defined in the contract. Do not enter a $ sign.

G

Product Unit of Measure list

Make a selection in the list that most accurately quantifies the way in which the product is measured.

Note: If the unit of measure you need is not in the list, type the new measurement unit directly into the field to add it to the list.

H

Product Number field

Provide the number assigned to the product. This can be either the manufacturer's product number or the number assigned to the product by your company.

I

Product Classification list

Click the list arrow to display a Product Classifications window with a searchable list of standardized products and services. The products in the window are classified using a five digit code (e.g., 205-60) where the first three numbers are assigned to a broader category of products and the last two numbers are assigned to a subcategory.

Products3

J

Search option

To quickly locate a product, type the product name (or part of the name) in the Search field, and click the image741.png icon. To clear the filter, click on the image924.png icon.

Note: You can reverse the sort order of the product codes by clicking on the Classification Code heading, and reverse the alphabetical listing of the product classes by clicking on the Classification Name heading.

K

Product Classification record

Click on the product record to select it. The Classification list box is populated with your selection. To clear a product from the list box, click on its icon.

L

Submit button

Click to select the product classification, and close the window. The Product Classifications field is populated with your selection.

Products4

M

Save button

Click to add the product.

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