Creating a Product List

This section covers:

1. What is a Product List?
2. How to create a product list
3. How to assign a product list to a network

What is a Product List?

A Product List is a list of products which will be used as guide when doing Product Level checking or Product Ordering. Different networks can have different product lists (see How to assign a product list to a network)

How to create a product list

1. Go to Admin Site (Desk). Learn how you can switch to Admin Site (Desk) here!
2. Select Retail
3. Click Product Lists

4. Click + Add TAMS Product List
5. Select a network. If the product list is for all networks, you can choose your company network. You can also select specific network for unique product lists.
6. Name your Product List
7. You can also add a description for your Product List (optional)

8. There are 2 ways to add products into the Product List:
   • Click Get Product : by clicking this, you can automatically import your whole product library here.
   • Adding your products one by one.
     To add in each product, you can follow the steps below.
     1. Click Add Row
     2. In the 'Product' column, type in the name and select the product you want to add.

     

9. You can edit the Product Cost, Minimum Order Quantity, and Minimum Stock level here. This will apply to outlets that are assigned this Product List and not affect your Products master library.
10. After adding in the products, click Save. Now you have created a Product List.

How to assign a product list to a network

1. Go to Admin Site (Desk)
2. Select Network
3. Click Network Tree

4. Click Expand All
5. Select a Network you want to assign
6. Click Edit

7. In the 'Product List field, select the Product List you want to assign to this network
8. In the 'Default Assignee' field, select user(s).
   Default Assignee is the user that will be notified and will process the product order for that network.
9. Click Save

If you need assistance, please email us at connect@treeams.com . We are happy to help! 👋😊