Knowledgebase & Support

The Products Module in MokoCRM allows you to manage a catalog of physical goods and items sold or purchased by your organization. It supports product descriptions, pricing, inventory tracking, barcoding, supplier references, and links to sales, purchase, and stock management processes.

The Products Module in MokoCRM allows you to manage a catalog of physical goods and items sold or purchased by your organization. It supports product descriptions, pricing, inventory tracking, barcoding, supplier references, and links to sales, purchase, and stock management processes.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → Products
2. Click Activate
3. Set units of measure, price levels, tax rules, and warehouse behavior as needed

📦 Creating a Product

1. Go to Products → New Product
2. Enter:
   • Label and Reference
   • Type: product (physical), service (virtual), or variant
   • Description, barcodes, and images
3. Define:
   • Sale and purchase prices
   • VAT or tax rate
   • Minimum stock alert levels
4. Save to add the product to your catalog

🏷️ Managing Product Data

• Assign multiple supplier references per product
• Set customer-specific price levels or discount rules
• Enable lot, batch, or serial number tracking if needed
• Define product attributes and variants for configurable SKUs

🔗 Integration With Other Modules

• Sales Orders & Invoices: Products are used as line items in transactions
• Purchase Orders: Supplier references and purchase prices are automatically applied
• Stock: Tracks movement and availability of physical inventory
• Margins: Uses product cost and price data to calculate profitability

📊 Reporting and Inventory Control

• Monitor current stock levels by warehouse
• View product performance reports: sales volume, margin, reorder rates
• Export product lists for catalogs, marketing, or bulk editing

📌 Best Practices

• Use consistent naming and coding standards for products
• Update purchase and sale prices regularly to reflect market changes
• Set minimum stock alerts to avoid shortages
• Link supplier data to ensure reorder accuracy
• Leverage barcoding and attributes for large or complex inventories