Product Management (Product Configurator)
Product Management is crucial in RakataCRM for Flooring. The product setup is critical to ensure the correct calculations can be calculated correctly. If product setup is NOT correct when products are added to a customer order the calculation may be incorrect or not calculated at all. To ensure products are calcualted and added correct please follow this guide correctly.
Overview of Product Management
The setup of Products is one of the most important aspects of the setup of Rakata CRM for Floorin...
Creating and Managing Suppliers
1. From the Main Configurator page view the Supplier tab 2. Clicking the Information icon will s...
Create a Flooring Type
1. Click + ADD FLOORING TYPE button 2. Complete the required fields 3. Select the Calculation T...
Create a Product Range
1. Click the "+" icon next to the Flooring Type where you want to create the new Product Range 2...
Create a Product
1. Click the "+" icon from the Product Range where you want to the create the Product 2. Compl...
Review Incorrect Setup Products
Incorrectly configured products will NOT show when selecting products in the survey. If you cann...