Below is a series of screenshots from the Acctivate product window with notes about how the Customer Portal works with product information.
Product Details and Inventory
- The Product ID field is the key identifying field for each product in the Portal.
- The Available column in the Inventory tab is used for stock availability in the Portal. You can show these numbers to your customer OR you can set up Stock Messages that display depending on the Available quantity at any time.
- The Warehouse codes are used to let you specify which warehouses you want to pull the Available quantities from for use in the portal.
Substitutions (Not used in Portal)
Vendors (Not Used in Portal)
History (Not Used in Portal)
Transactions (Not Used in Portal)
The External Document field is a great way to link a product to your main website if you have more detailed product information available.
Notes (Not Used in Portal)
Activities (Not Used in Portal)
Custom fields are great to use to add additional information to the portal!