CT Products and Assortments Management
After configuring the main Application Settings, specify CT Products and Assortments to track them during visits to the clients.
Follow the guidelines to configure CT products and Assortments according to your company goals:
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Add the required products to the Salesforce organization.
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add a single product;
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upload product records via Data Loader or Data Import Wizard;
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upload product catalogs from the external ERP-system.
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Upload or manually create a list of products—Assortments—based on CT Products, brands, and hierarchy sets in your product catalogs to promote them for different types of clients based on the clients' size, contracts, loyalty, or other attributes.
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Assign available assortments to the clients who should have this product list while it is active.
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Assign inventories for the required Account records to track rental items and their status.