How to Check the Product Inventory for a Customer in Xvantage for Associates

Overview:

This guide explains how to check the inventory of a specific product for a customer using the Inventory Inquiry in Xvantage for Associates.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates and open it.

3. Within Xvantage for Associates, hover over the left navigation menu and click Sales, then select Inventory Inquiry.

4. Use the search tab to search for the specific product you want to check the inventory.

5. Click on the SKU # (a hyperlink) to open its details.

6. In the right side of the screen, click Select Customer.

7. A pop-up window will appear with a search bar.

8. Type the company name or BCN of the customer, then press Enter.

9. From the search results, select the correct customer.

10. Click Select to confirm your choice.

11. The inventory details for the selected customer will now be displayed.