Product Overview
Use the product overview to display all products, either for a single customer or for all customers.
To display the product overview for a single customer:
- Switch to the customer whose products you wish to display, see Product Master.
- Click on Product Overview in the tree. All the customer’s products are listed.
- Double-click on a product in the list to open the product record, or select Go to product from the record’s context menu.
You can add new products to customers from the product overview, see Storing Customer Products.
Note: All products apart from contracts/bundles are displayed in the product overview. For
more information on products/bundles, see Contracts and Bundles.