Traditional Products Inventory

How do I get here? Products Menu ► Inventory
Purpose

The purpose of this module is to provide an inventory view of all products in the system whether attached to an account or not. This module will show all products along with their product status, carrier, etc. as well as provide a direct link to an account if the product is currently tied to a customer.

Security Products Module
Taxing Impact See individual product data field definitions
Commission Impact See individual product data field definitions
Data Field Definitions See individual product data field definitions

 

The inventory page utilizes the advanced Grid Filtering and the "Save as Default" filter feature. By default, the Grid Filter will automatically be set to exclude Fixed Charges, Account Codes, PONs and Misc Charges.

Clicking the details link will take you to a preview view of the product information for that account. Add, Edit and Delete functions are based on the same application settings and permissions within this view. Breadcrumbs can be used to get back to the main Customer account view.