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Product Documentation Operations Portal CRM Employee Mobile App Configure Employee Mobile App Customize Price Check and Inventory Screens

Employee Mobile App - Customize Price Check and Inventory Screens

  1. Open the app

    You have the ability to customize the price check and inventory screens in the Employee Mobile App. To do this, begin by opening the app.

  2. Tap the "Menu" icon

    Tap the "Menu" icon.

  3. Select "Inventory"

    To customize the inventory screen, select "Inventory" from the menu items. In order to access and view inventory, you will need to be set up either as an “administrator” or a “superuser”, or have the following roles: “productView” and “wareHouseView”.

  4. Search for a product

    To locate a product, tap on the search bar and use your device's keyboard to search for a product name or SKU.

  5. Select a product

    Once the product appears, select it.

  6. Tap the "Filter" icon

    To customize the Inventory screen, tap the "Filter" icon.

  7. Customize your view

    Use the fields on this screen to customize your view.

  8. Add fields to your screen

    To add a field to your screen, tap on the "View" icon next to the field name so that it's highlighted and blue.

  9. Remove fields from your screen

    To remove a field from your screen, de-select the "View" icon next to the field name so that it's gray and no longer highlighted.

  10. Rearrange the order of fields

    You can rearrange the order of the fields by selecting a field, holding it, and dragging it to a new position.

  11. Confirm new position

    Once you've rearranged a field's position, confirm it's in the intended spot.

  12. Tap "Apply"

    After you've finalized your new view, tap "Apply".

  13. View updated fields

    Once you select "Apply", the new view will apply to the Inventory screen. It will also apply to all locations or warehouses that are available.

  14. Select the "Menu" icon

    This same process can be applied toward the Pricing screen. To access the Pricing screen, select the "Menu" icon.

  15. Tap "Pricing"

    Tap "Pricing" from the list of menu items. In order to view pricing and customize the pricing screen, you will need to be set up either as an “administrator” or a “superuser”, or have the following roles: “companyAddressView”, “companyView”, “productPriceView”, and “productView”.

  16. Search for a company

    To view pricing information, you will need to search under a company. To do so, tap on the search bar under "Company" and use your device's keyboard to type a company name.

  17. Select the company

    Once you've located the company, tap on it to select it.

  18. Search for a product

    Search for the product pricing information you want to view. Use your device's keyboard to begin typing the product name or SKU.

  19. Select the product

    Once you've located the product, tap on it to select it.

  20. Tap the "Check prices" button

    Tap the "Check prices" button to view the product's pricing information.

  21. Tap the "Filter" icon

    To customize the Pricing screen, tap the "Filter" icon.

  22. Customize your view

    Use the fields on this screen to customize your view.

  23. Add fields to your screen

    To add a field to your screen, tap on the "View" icon next to the field name so that it's highlighted and blue.

  24. Remove fields from your screen

    To remove a field from your screen, de-select the "View" icon next to the field name so that it's gray and no longer highlighted.

  25. Rearrange the order of fields

    You can rearrange the order of the fields by selecting a field, holding it, and dragging it to a new position.

  26. Confirm new position

    Once you've rearranged a field's position, confirm it's in the intended spot.

  27. Tap "Apply"

    After you've finalized your new view, tap "Apply".

  28. View updated fields

    Once you select "Apply", the new view will apply to the Pricing screen.

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