The Update a Product feature enables you to revise and refresh product information in the system. This includes adjusting attributes like pricing, descriptions, and availability. It helps maintain accurate and up-to-date product records, ensuring all data reflects the latest changes.
List view
To update a product from the list view:
- In the list view where your products are displayed. Locate the product you wish to update.
- Click on the Edit option from the ellipsis menu next to the product.
This will open the Update Product form, where you can make the necessary changes to the product details
- Click Update to finalize the modifications.

Bulk Action
The navigation steps for this process are detailed in the Bulk Action section, which you can refer to [here].
Summary Fields
To update a product from the summary fields in a CRM system, follow these steps:
- Access the product list view and select the specific product to update. This will open the product detail page.
- In the summary section, click directly on the fields you want to edit or modify.
- An edit box will appear; enter the new information or make the necessary changes.
- Click the tick icon to apply the changes once you've updated the information.

- Within the summary details, a view icon is located in the upper right corner. Selecting this icon (open eye) will display any blank fields, and selecting it again (closed eye) will conceal those blank fields.
- Click the arrow icon next to the view icon to navigate to the next set of fields and view additional summary details.
Detail Page
Steps to Update a Product from the Summary Fields:
- Access the product module from the main menu to open the product list view.

- Click on the specific product you want to update, which will open the product detail page.
- On the product detail page, locate the ellipsis in the top-right corner.
- Click on the ellipsis to show a dropdown list, then select the Edit option.

- After selecting Edit, the Edit Product drawer will open, displaying all the editable fields.