The Product Assigned To feature makes it easy to assign Products to one or more active users. When enabled, it adds an Assigned To column in the Sales, Design, and Production Queues, where users can also filter Products by assignment. Product assignments can be viewed and updated at any time from both the Order View and Product View pages.

Note: The Product Assigned To feature doesn’t apply to the Past Due or On Account queues, as these queues track Orders rather than individual Products.



Table of Contents



Viewing Product Assignments in the Queues 


The Assigned To column is located to the left of the Product column in the Queues.  


A.  If no one is assigned to the Product, this area will appear blank.

B. If one user is assigned to the Product, this area will have that user's initials only.

C. If more than one user is assigned to the Product, this area will have the first user's initials and an icon that can be hovered over to see all users assigned to the Product.


In the Queues, you can filter Products by selecting a name from the Assigned To dropdown.



Assigning Products in the Queues  


1. Click on the Assigned To column.


2. Start typing the user's name.

3. Click on the user's name that you want to assign the Product to.
 


4. Type another name if you want multiple users assigned to this Product.

5. Click Save.




Assigning Products on the Order View Page 


Navigate to Sales Module / Orders and select the desired Order.

Note: Make sure the green arrow next to the product is expanded in order to see the options.


1. Click on the settings symbol next to Assigned To.

Note: If no user is assigned, it will display: none.


2. Start typing the user's name.

3. Click on the user's name that you want to assign the Product to.



4. Type another name if you want multiple users assigned to this Product.

5. Click Save.




Assigning Products on the Product View Page


Navigate to the Product View Page.


1. Click on the settings symbol next to Assigned To.

Note: If no user is assigned, it will display: none.



2. Start typing the user's name.

3. Click on the user's name that you want to assign the Product to.



4. Type another name if you want multiple users assigned to this Product.

5. Click Save.