Setup and Manage Product Lists

This recording demonstrates how to create and manage product lists within the operations portal to streamline the process of adding items to orders and quotes. Today we will cover both manual creation methods and bulk import processes using .CSV files, showing users how to set up product lists for companies and populate them with items. It also explains how these lists can be utilized during order entry to quickly add multiple items at once, making the ordering process more efficient for frequently purchased products.

Topics Covered:

• Navigating to the product list section within a company's details page
• Create new product lists manually using the quick add feature
• Set up .CSV files for bulk importing product lists with required headers (name, description, company code)
• Add items to existing product lists
• Prepare .CSV files for adding items to product lists by import
• Use product lists during order entry to quickly add multiple items to orders and quotes