Assign customer products

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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.

  1. Go to Admin Console > Customers.
  2. Locate the Bill To record of the customer to whom the Customer Products should be assigned and click Edit.
  3. Bill To records do not have a ShipTo Number assigned

  4. Open the Products tab for the selected Bill To Customer record and click Add Customer Product.
  5. Using the Search function and related filter to locate the products that need to be assigned to the customer:
  6. Select the products that need to be assigned to the customer.
  7. Enter the customer specific name and preferred unit of measure.
  8. Click Save and Add to add the selected products to the Assigned Products list.