When managing deals and sending quotations in Kylas CRM, businesses often need to show specific product properties such as size, weight, SKU, tax rate, or warranty. Kylas allows you to configure which product fields (custom or standard) should be visible in the Deal and Quotation interfaces.

This guide walks you through enabling and customizing these product-level properties for better sales efficiency and document clarity.

Prerequisites

• You have Admin access to your Kylas CRM account.

• Your plan supports Product Configuration (available in all plans).

• The products you want to configure already exist in your Product Catalog.

• The required custom fields (if needed) are already created in the Product module.

Table of Contents

1. Why Show Product Properties in Deal & Quotation?

2. Supported Product Property Types

3. Step-by-Step: Enable Product Properties for Deals & Quotations

4. Use Cases

5. Best Practices
   

6. Products and Services - fields Suggestions by Industry
   

1. Why Show Product Properties in Deal & Quotation?

Displaying key product attributes directly on deals and quotations helps with:

• Providing clear information to the customer

• Ensuring pricing and specs are correctly represented

• Reducing back-and-forth between sales and operations

• Creating custom pricing logic (e.g., based on size or tax)

2. Supported Product Property Types

You can enable the following field types from the Product module to display in Deal & Quotation views:

1. Standard Fields (e.g., Product Name, Price, SKU, Tax, Units)
   
2. Custom Fields (e.g., Warranty Period, Model Number, HSN Code, Discount Category)
   

3. Step-by-Step: Enable Product Properties for Deals & Quotations

Step 1: Go to Admin Settings

1. Login to your Kylas CRM account.

2. Click your profile icon and go to CRM Settings.

Step 2: Navigate to Product Settings

1. Click on Customization, and then go to Form Fields. Go to Products and Services.
   
2. Click on add field and choose the Field type.
   
3. Click on Next and enter the name and description for the product custom field

4. Choose the Fields to Display for:

   • Deal Interface

   • Quotation Template

Step 3: Select Product Properties

1. From the list of available fields, check the boxes next to the fields you want to display.

2. Examples of fields to enable:

• SKU Code

• Product Category

• Warranty Period

• HSN/SAC Code

• Discount (%)

• Tax Rate

Step 4: Save and Test

1. Click Save to confirm changes.

2. Go to a Deal record, add a product, and verify that selected properties are now visible.

3. Preview or generate a Quotation PDF to ensure fields are displayed as configured.

4. Use Cases

Scenario	Product Properties to Enable
E-commerce business	SKU, Weight, Size, Color
Manufacturing company	Model No., Warranty, HSN Code
IT Services	License Duration, Tax Rate
Wholesale trader	Units, Tax %, Bulk Discount %

5. Best Practices

• Keep the most important product attributes at the top of the list for visibility.

• Avoid cluttering deals/quotations with too many fields—choose only relevant ones.

• Regularly audit product fields to ensure consistency and correctness.

• Coordinate with your quotation template design to align visual layout.
  

6. Product & Services Field Suggestions by Industry

Industry	Common System Fields	Recommended Custom Fields
Pharmaceuticals	Name, Price, Units, Category, HSN/SAC Code, Product Image	Drug Composition, Expiry Date, Storage Condition, Manufacturer, Regulatory Approval No., Shelf Life
Medical Equipment	Name, Price, Country of Origin, Product Image, Units, HSN/SAC Code	Warranty Period, Installation Required (Toggle), Model Number, Power Source, Product Manual (File Upload)
Diagnostics & Labs	Name, Price, Description, Units, Category	Test Type, Accuracy Rate (%), Sample Type, Processing Time (hours), Kit Expiry Date, Temperature Control
Hospital Supplies	Name, Price, Units, Category, Product Image	Usage Type (Disposable/Re-usable), Sterile (Toggle), Expiry Date, Size, Product Certification Number
Nutraceuticals & Wellness	Name, Price, Category, Units, HSN/SAC Code	Nutritional Info, Allergen Warning, Shelf Life, FDA Certification Number, Serving Size, Flavour
FMCG (Fast-Moving Goods)	Name, Price, Category, Product Image, Units	Packaging Size, Batch Number, MRP, Shelf Life, Distribution Channel, Barcode
Manufacturing	Name, Price, HSN/SAC Code, Country of Origin, Product Image	Material Type, Production Date, Warranty Period, Compliance Tags, Manufacturing Plant, SKU Code
E-commerce & Retail	Name, Price, Product Image, Category, Units	Size, Color, Fabric Type, Return Policy (URL), Inventory Status, Seller Name
Education Services	Name, Price, Description	Course Duration, Certification Included (Toggle), Delivery Mode (Online/Offline), Instructor Name, Course URL
Software/SaaS	Name, Price, Description	License Duration, Number of Users, Support Tier, API Access (Toggle), Feature Package, Activation Time
Real Estate	Name, Price, Description	Property Type, Location, Carpet Area, Built Year, Possession Status, Project Brochure (File)
Automobile Parts	Name, Price, Units, Category, Product Image	Model Compatibility, Engine Type, Warranty, Fitment Type, VIN Code, Manufacturing Date
Telecom & Electronics	Name, Price, HSN/SAC Code, Product Image	Voltage Range, Connectivity Type, Warranty, Technical Specs, Certification Docs
Furniture & Interiors	Name, Price, Category, Product Image, Units	Material Type, Dimensions (LxWxH), Assembly Required (Toggle), Finish Type, Warranty Period
Logistics & Shipping	Name, Price, Description, HSN/SAC Code	Weight Class, Delivery Zone, Vehicle Type, Container Size, Lead Time
Travel & Hospitality	Name, Price, Description	Package Duration, Hotel Grade, Season (Picklist), Location Type, Inclusion/Exclusion Notes

Conclusion

Customizing which product properties appear in Deals and Quotations helps create a more professional, accurate, and streamlined CRM experience. Whether you're selling goods or services, using this feature ensures that your teams and customers always see the right information—where it matters most.