Operations Customers - Export Product Lists Assigned to a Company

1. Navigate to "Customers" section

   To export Product Lists that are assigned to a specific company, first, navigate to the "Customers" section in the Operations Portal.

   

2. Click "Companies"

   Then, click "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView", "companyEdit", "customerView", and "customerEdit".

   

3. Search for the company

   To quickly locate the company you wish to view, enter keywords in the "Search..." field.

   

4. Click on the more details icon

   Next, click on the more details icon to go to the details screen.

   

5. Click the "More" dropdown

   Click the "More" dropdown to view the additional tabs.

   

6. Click "Product Lists"

   Click the "Product Lists" section to display the lists associated with the company.

   

7. Product lists are displayed

   Product lists that are assigned to the company are displayed in the grid.

   

8. Click "File"

   Next, click "File".

   

9. Click "Export"

   Click the "Export" option to initiate the process of saving your product list externally.

   

10. Rename the file, if needed

    Rename the file, if needed.

    

11. Click "Save"

    Click "Save" to complete the export process.