Product Catalog

This article will show you about the Product Catalog within the Customer Portal:

Quick Reference Video Summary:

  • This is accessible from the Reports & Tools section of the Customer Portal Dashboard
    • Product Catalog includes commonly used commodities for easy access and shipment creation
  • Click Add New Product to add a new product, and fill out the required fields
  • The Pencil Icon can be used to edit an existing products
  • An Excel template is available from the Import/Export CSV button on the Product Catalog screen, so that customers can add multiple entries to their product catalog at one time
    • This is also used to export details for easier review within the Excel environment
  • Note: Marks can be entered into the product catalog on a per-item basis. Data entered into the Marks field is also searchable from the description field. This is helpful when using the Marks field to differentiate items.