Add A Product

The following steps explain how to add a new product to Carter.

1. Login to Carter CRM using your username and password.

   

2. Click Products in the administration menu on the left.

   

   
   

3. Click the +New Product button.

   

   
   

4. Input the product information in the appropriate fields on the Information Tab including the Retailer, Manufacturer, Product Name, UPC.

   Indicate if the product is Approved and Active by selecting Yes or No.

   Choose the appropriate checkboxes under Product Options .

   When all fields have been filled out, click Save & Continue.

   

5. Assign the New Assembly Pricing for the product by clicking on the Edit Icon. When complete, click on the Save and Continue button.

7. Assign the New Assembly Compensation to the new product for each pay group by clicking on the Edit Icon. When complete, click the Save and Continue button.

   

8. Add photos of the new product (if required) by clicking the Add Photo area and attaching the product photo. Enter a caption for the photo(s) then click Save & Continue.

   

9. Add notes to the product by typing them in the field at the bottom of the window then press the Arrow button to add them. When complete, click the Save & Continue button.

   

Still have questions? Please contact Carter Customer Support at support@cartercrm.com for further assistance.