Setup & Manage Product Lists

Welcome to this video where we will be creating and managing product lists in the operations portal. Product lists are a valuable feature that allows you to quickly add items to orders and quotes, streamlining your workflow and saving time during order entry. Today we'll walk through both manual and automated methods for creating product lists, adding items to them, and effectively utilizing these lists during order processing. Whether you're new to the system or looking to optimize your existing processes, this guide will help you setup and manage product lists.