Adding Custom Products
Can instructions be added to the support center about how to add Custom Products inside a Vendor Managed vs. Agency Managed Supplier? We've had 2 different tickets going this week with two slightly different set of instructions. It would be great to have all the details in one single reference point for the order writers.
Here's the instructions support sent one of our reps this week: When a manufacturer manages their own account, you cannot Save the custom item as a permanent item which is what that save button in your screenshot is for. To add just a temporary custom item to the order, you have to first finalize the order, then add the custom item at that time and you will have a new button to just add the item to that order.
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Good suggestion, Angela. I will add that reps that have an order with ONLY the customer item have to add something to the order first, get it into the finalize stage to add the custom order item. Then, delete the first item they added to enable adding the custom item.
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Ah, yes! That builds on the exact reason I started this request! One support tech included that in the rep's instructions and the other support tech didn't.
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