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Release notes
Introduction
Manage permission sets
Set item as private label
Set item catalog mandatory for customer
Set up item catalog
Set up customer item catalog
Export customer item catalog via email
Set up export/import customer item catalog via email
Set up Microsoft Power Automate
Automatically process received customer item catalog into sales order
Manually process received file customer item catalog if an error occurs
Fast Order Entry: enter sales line via sales item catalog
Release of sales order
Check item catalog mandatory and private label when entering a sales line manually
Deployment instructions
Integrations
Search this module
Release notes
Introduction
Manage permission sets
Set item as private label
Set item catalog mandatory for customer
Set up item catalog
Set up customer item catalog
Export customer item catalog via email
Set up export/import customer item catalog via email
Set up Microsoft Power Automate
Automatically process received customer item catalog into sales order
Manually process received file customer item catalog if an error occurs
Fast Order Entry: enter sales line via sales item catalog
Release of sales order
Check item catalog mandatory and private label when entering a sales line manually
Deployment instructions
Integrations
Search this module

Setup

Customer Item Catalog  •  Article  •  12/27/2024  •  1 min

The following setups are required.

  • Manage permission sets
  • Set item as private label
  • Set item catalog mandatory for customer
  • Set up item catalog
  • Set up customer item catalog
  • Export customer item catalog via email
  • Set up export/import customer item catalog via email
  • Set up Microsoft Power Automate

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