Product Management Approval

This article will explain the process behind approving scanned products for approval submitted by staff.

1. Login to the Carter web application.

   

   
   
2. In the administration menu on the left of the screen navigate to Products.

3. Navigate to the Scanned Products tab and click on a product awaiting approval.

4. Select one of the scanned products from the table below.

5. Choose to approve the product, and to make the product active indicating Yes or No for each.

   

   
   
6. Assign a category and SKU 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.

7. Click Save, a message will appear in the bottom right of the screen indicating the product has been saved.

   

   
   

8. 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.9.000

   

   

   
   

9. Navigate to the Technician Compensation tab and repeat these steps.

   

   
   

10. Navigate to the Photos tab and click + Add Photos to add a photo, then click Save.

    

    
    
11. 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.