Viewing Products

Roles

Customer Admin

• Create/edit products
• View products
• Associate products with origins
• View origin-specific products
• Import products

Customer Sales Rep, Scale Clerk Supervisor, Scale Clerk

• View products
• View origin-specific products

Overview

Users can view all products as well as those associated with a specific location on the LOCATIONS screen. Customer Admin users can create and manage products individually via form or in bulk via CSV file upload. Follow the steps below to see how.

Viewing Products

All users can view and search for products on the LOCATIONS screen.

1. Click the Products tab on the LOCATIONS screen to view all of the products available for the selected location. Location-specific products are added by users with the Customer Admin role when the location is created (see next section).
2. Search for products by Product Name, SKU ID, or External ID/Label. Click on the filter icon to clear any search filters you have applied and display all products.
3. Toggle on/off displaying only products that are available at the selected plant. If they toggle is off, you will see a count of the number of total products displayed followed by a parenthetical reference to how many of those have been assigned to the selected plant.