Add A Product
The following steps explain how to add a new product to Carter.
Login to Carter CRM using your username and password.
Click Products in the administration menu on the left.
Click the +New Product button.
- Input the product information in the appropriate fields on the Information Tab including the Product Name, Retailer, Manufacturer, SKU, and UPC. Choose to approve the product, and to make the product active indicating Yes or No for each.
- Assign a category to the product. Single-click the parent categories to locate the correct subcategory. To assign a subcategory, double-click. Enter the product's SKU in the SKU field.
- Click Save, a message will appear in the bottom right of the screen indicating the product has been saved.
Navigate to the Retailer Pricing tab to modify retailer pricing. Click the edit icon to the right of the price to make changes then click the green checkmark to apply new pricing. Then click Save. A message at the bottom right-hand corner of the screen will appear confirming the new Retail Pricing has been saved.
Navigate to the Technician Compensation tab and repeat the steps.
Navigate to the Photos tab and click + Add Photos to add a photo, then click Save.
- Navigate to the Notes tab to add a note to the product. Type your note then click on the blue arrow to add it to the product. Then click Save.
Still have questions? Please contact Carter Customer Support at support@cartercrm.com for further assistance.