After configuring the website for Customer Products, you can create customer/product associations within the Admin Console. To assign customer products to a customer, follow the steps below.
- Go to Admin Console > Customers.
- Locate the Bill To record of the customer to whom the Customer Products should be assigned and click Edit.
Bill To records do not have a ShipTo Number assigned
- Open the Products tab for the selected Bill To Customer record and click Add Customer Product.
- Using the Search function and related filter to locate the products that need to be assigned to the customer:
- Select the products that need to be assigned to the customer.
- Enter the customer specific name and preferred unit of measure.
- Click Save and Add to add the selected products to the Assigned Products list.