Overview

The Product Assigned To feature allows you to assign products to one or more active users. The Product Assigned To feature adds the Assigned To column in the Sales, Design, and Production Queues. Users can also filter products in the queues based on the Assigned To. Product assignments can also be viewed and edited on the Order View and Product View pages.  


Note:  Product Assigned To functionality is not available on the Past Due or On Account queues as these are order level queues only.



Table of Contents




Product Assignments in the Queues 


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.


Users can also filter the Queues by Assigned To.


Assigning Products in the Queues  

  1. Click on the Assigned To column.


  2.  A window will appear. Start typing the user's name.
  3. Click on the user's name that you want to assign the product to.
     
  4. The user's name will be added. You can add additional users as well at this point.
  5. Click Save.




Product Assignments on the Order View Page


Assigning Products on the Order View Page 

  1. Navigate to the Order View screen.
  2. Click on the green arrow next to the desired product to expand the options.


  3. Click on the symbol next to Assigned To (if no user is assigned, it will display: none).


  4. A window will appear. Start typing the user's name.

  5. Click on the user's name that you want to assign the product to.


  6.  The user's name will be added. You can add additional users as well at this point.

  7. Click Save.





Product Assignments on the Product View Page


Assigning Products on the Product View Page

  1. Navigate to the Product View Page.
  2. Click on the symbol next to Assigned To (if no user is assigned, it will display: none).


  3. A window will appear. Start typing the user's name.
  4. Click on the user's name that you want to assign the product to.


  5. The user's name will be added. You can add additional users as well at this point.
  6. Click Save.