How to assign products to your accounts
Summary
When a new product is added to Solatech Focus, the
site administrator will receive an email from product development. If
this product is one which your accounts will sell, it will need to be
assigned to the account in order for each account to use the product.
This knowledge base article describes how to assign products to
accounts.
Instructions
- While signed in as a site administrator, click Admin from the upper navigational toolbar
- Click on Products from the lower navigational toolbar
- Click on the vendor for the new product in the Vendors section
- In the Products section, locate the new product
- Click on Assign to
- A list of all your current accounts will be shown
- Place a check mark next to each account which should have access to the new product.
- Click Save
Additional information
When
a new product is added, both the vendor discounts and the product
margins for each account should be updated as well. This can be done
by either a Site Administrator or by an Account Administrator with
appropriate security access. Please refer to these knowledge base
articles for instructions:
- Vendor discounts: Site Administrator and Account Administrator.
- Margins: Site Administrator and Account Administrator.
Applies To:
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