6. Add Products

The method of adding products described in this article is just a working example. To import your existing products' database, please contact your Customertimes sales representative.

To add a Product:

  1. Go to CT Product tab. If you do not see it, add it to the panel.

  2. Click New.

  3. Select Company Product record type and click Next.

  4. Fill out the fields:

    • Product name;

    • In the Default Availability Type picklist select Available;

    • Select the Active checkbox.

      ctorders add product

  5. Click Save.

  6. Go to the Related tab of the just created Product record.

  7. In the Catalog Line Items, click New.

  8. Fill out the fields:

    • Select Catalog;

    • Select the Active checkbox.

      ctorders add catalog line item

  9. If necessary, specify the Unit Count Step.

  10. Click Save.

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