Skip to main content

Product Manager

Distributor steps for linking a local product to a global dsdlink product with Product Manager in Encompass. Product must be sold (IncludeInSalesReportByDefault). Needs ProductEdit permission and v23.01+.

B
Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Pre-Conditions

  • Product.IncludeInSalesReportByDefault = True.
    ​Note: This needs to be a Product that is being Sold
    ​
    ​

  • Required Permission - ProductEdit.

Steps

How to Use Product Manager
​
​
1. Using the Universal Search, Navigate to the Products table.
​
2. Filter to the intended Product, and arrow into it.
​
3. Click Product Manager.
​
4. Using the search bar and keywords, find the global product.
​
5. Select the correct global product.
​
6. Click Link to dsdlink Product.
​
7. Confirm the Global and Local information is accurate.
​
8. Click Save Changes.
​
​

Fields And Definitions

Global Product ID - The ID that is assigned to the corresponding product record in dsdlink. If the local product has a value in this field, that is an indicator that the product is linked.

Did this answer your question?