How to create a product list [Video]

In this training video, you can learn how to create and edit a product list. This includes how to add products to a contract.

In Brief

• Navigate to Settings → Products or within a Contract add a new product line and right click with the Products column and choose Add New Items

• Click the + button to add a new product, enter the product description and a product code

• Choose whether this product is just used for deliveries as well as remedial, stock or quotes

• Select a default supplier for this product if applicable

• Within a Contract, click the + button to add a new product. Click the drop down within Products, choose the relevant product, and fill in the other information if required