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Overview of Contact, Product and Order Views

Updated: Sep 3, 2021

Merchanter Views will provide access to information on Contacts, Orders and Products.

On your Merchanter system you can:

- Review a full range of Contact information tabs

- Navigate efficiently via Searches and Filters

- Search using – Ref Code / Product name / Contacts / Order numbers

- Customers menu - Check purchase history

- Suppliers menu - Confirm company details are up to date

- Products Menu - Live Product

- Views show different fields of information depending on what you are looking to do;

- Stock view filters - Find required information more efficiently

- Stock information for a Salesperson

- Pricing view for a purchasing manager

- Show different fields of product information

- Sales Order Menu - Review and action business processes

- Export to Excel - Expand productivity integration

- Eye icon - Product information & Performance information

This video gives an overview of information specific to Contact, Order and Product views.

#ContactView #ProductView #OrderView #IntroductiontoMerchanter

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