How to Create Customer Product Mapping

image_pdfimage_print

The video will show the user how to create Customer Product Mapping.

 

Navigate to Sales, Customer Product Mapping, Create New.
Fill in the header info, i.e. Code, Name.
Enter the mapping data.

STEP-BY-STEP:
1. Go to Sales menu
2. Select Customer Product Mapping
3. Click Create New
4. Fill in the header info, i.e. Name, Code.
(mandatory fields in red color or marked with red x)
5. Add Products and their product mapping info in the table below
(Product #, Customer Product #, UOM, Minimum Order Qty, and Order Pack Qty).
User may filter the list of products by the Product Brand.
Click + button or press ENTER to enter each line of data and saving the mapping data.
6. User able to import and export product mapping data using csv file.
Export the mapping data from an existing one to use as a template.
7. User to assign which customer(s) is using these products mapping in the Assigned Partners tab.
Select the customer(s) from the list on the bottom left table and click Right Arrow button to assign them to the product mapping.
8. User may assign which branch for the product mapping in the Assigned Branch tab.
A default branch will be automatically assigned.

 

Leave A Comment?