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.
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