1. Introduction

GR8 CRM is a set of Grails Web Application Framework plugins that makes it easy to develop web applications with CRM functionality.

You can find more information about GR8 CRM on the main documentation site http://gr8crm.github.io.

1.1. Customer Relationship Management

Customer relationship management (CRM) is a system for managing a company’s interactions with current and future customers. It involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support. Wikipedia

The GR8 CRM "Ecosystem" currently contains over 40 Grails plugins. For a complete list of plugins see http://gr8crm.github.io.

Each GR8 CRM plugin defines a Bounded Context that focus on one specific domain, for example product, project or document.

2. Product Management User Interface Plugin

The crm-product-ui plugin is a companion plugin to the crm-product plugin. It provides a Twitter Bootstrap based user interface for managing products.

2.1. Search products

To query for products you visit crmProduct/index which will show the query form.

The query form

You can enter query values in any field and then hit the Search button to search for products matching your query. If you don’t enter any query value all products will be included in the search result.

If the query result contains more than one product, a product list will be displayed. If the query result contains exactly one product, then details for that product will be displayed. I.e. it will skip the list view and go directly to the show view.

The product list

You can click on any product to show details for that product.

2.2. Product details

The product details page crmProduct/show shows all the details for a selected product. Here you will find product name, description and price.

Product details

If the crm-tags plugin is installed you can see existing tags and add new tags to a product.

2.3. Edit product details

To edit product details you hit the Edit button. This will display the edit page crmProduct/edit. Here you can alter values and then hit Save to store the new values in the database.

Edit product details

2.4. Product price(s)

To edit product prices you hit the Edit button, then you switch to the Prices tab. You can add staggered prices by specifying different from amount for each price level.

Edit product prices

You can add related products on the Related tab. A related product can be one of the following types:

Relation Description

Depends

This product depends on the other product / This product will not function without the other product

Equal

This product is equivalent to the other product

Excludes

This product is incompatible with the other product, they cannot function together

Includes

This product includes the other product (this product is some kind of packaged product)

Option

The other product is optional but work well together with this product

Related

The other product is related to this product in some other way

Replaces

This product is not available anymore, the other product replaces this product

Related products

3. Changes

2.4.2

Parameter crmProduct/show/id can now be either primary key OR natural key.

2.4.1

Fixed problem with export/print feature on Grails 2.5.x (namespace fix)

2.4.0

First version to support Grails 2.4.x

2.0.0

First public release

4. License

This plugin is licensed with Apache License version 2.0

5. Source Code

The source code for this plugin is available at https://github.com/technipelago/grails-crm-product-ui

6. Contributing

Please report issues or suggestions.

Want to improve the plugin: Fork the repository and send a pull request.