How to use PHP to extend SuiteCRM’s product catalog functionality

How to use PHP to extend the product catalog function of SuiteCRM

SuiteCRM is a fully functional, open source and easy-to-use customer relationship management (CRM) system suitable for all types of enterprises. In addition to basic CRM functions, SuiteCRM also provides powerful extension functions to customize and expand the system according to actual needs.

Product catalog is one of the common functions in CRM systems, which can help enterprises manage and display product information, thereby promoting sales and customer relationship management. This article will introduce how to use PHP to extend SuiteCRM's product catalog functionality and provide relevant code examples.

1. Create a product module

First, we need to create a module specifically for managing product information. In SuiteCRM, you can create custom modules through the "Module Builder" option under the Admin menu.

1. Enter the SuiteCRM backend management interface, click the "Admin" menu in the left navigation bar, and then select "Module Builder".

2. Click the "Create Package" button, fill in the corresponding information (such as "Product Catalog"), and then click the "Save" button.

3. In the "Module Builder" interface, click the "New Module" button, fill in the module-related information (such as "Product"), and then click the "Save" button.

4. In the "Fields" tab, add the required fields (such as "Name", "Price", "Description", etc.), and then click the "Save" button.

5. In the "Layouts" tab, select the appropriate layout template, and then click the "Save" button.

6. In the "Relationships" tab, click the "Add Relationship" button, select the module that needs to be associated (such as "Contacts"), and then click the "Save" button.

7. Click the "Publish" button to confirm publishing the module.

8. After completing the above steps, a module for managing product information has been successfully created.

2. Customize the product list view

In SuiteCRM, the default list view may not be enough to meet our needs, and the list view of the product module needs to be customized.

1. In the SuiteCRM background management interface, click the "Studio" menu in the left navigation bar, and then select "Module Builder".

2. In the "Module Builder" interface, click the "View Layouts" tab.

3. Select "ListView" and click the "Edit" button to enter the list view editing interface.

4. In the editing interface, you can choose to add, delete or rearrange fields, and adjust the display format of fields.

5. Click the "Save & Deploy" button to save and deploy the list view.

6. After completing the above steps, the list view of the product module has been successfully customized.

3. Add products to the customer's detailed information page

In a CRM system, it is usually necessary to associate product information with customer information to facilitate sales and customer relationship management. Here's an example of how to add a product to a customer's details page.

1. In the SuiteCRM background management interface, click the "Studio" menu in the left navigation bar, and then select "Module Builder".

2. In the "Module Builder" interface, click the "Relationships" tab.

3. Click the "Add Relationship" button, select "Contacts" as the main module and "Product" as the subordinate module, fill in the relevant information, and then click the "Save" button.

4. Click the "Save & Deploy" button to save and deploy the relationship between modules.

5. After completing the above steps, the product information will be successfully added to the customer's details page.

4. Code examples

The following is an example of using PHP code to call the product catalog function of SuiteCRM:

<?php
require_once('include/entryPoint.php'); //加载SuiteCRM的入口文件

//创建产品对象
$product = BeanFactory::newBean('Product');

//设置产品信息
$product->name = 'Test Product';
$product->price = 100.00;
$product->description = 'This is a test product.';

//保存产品信息
$product->save();

Through the above code example, we can create a new Product object and save related product information.

Summary

This article introduces how to use PHP to extend the product catalog function of SuiteCRM and provides relevant code examples. Through custom modules, list views, and relationships, we can flexibly manage and display product information, thereby improving the effectiveness of sales and customer relationship management. I hope this article is helpful to you and can be applied in actual development.

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