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Product Documentation Operations Portal Order Management Explore Order Management Importing Company Product Lists

Importing Company Product Lists

https://www.youtube.com/watch?v=LWhmzq6NW68

This recording demonstrates the process of creating company product lists by importing. The process involves navigating to company details in the CRM module, setting up new product lists with custom names and descriptions, and populating those lists with products through .CSV file imports.

Key topics covered:

• Navigating to the product list section through CRM > Companies > Details
• Creating new product lists
• Adding products to list by import using .CSV files
• .CSV file format requirements (header row with "code" and product codes listed below)
• Customer interface view showing how product lists appear and function
• How customers can select entire lists and add all items to cart with "start order" function

In this article