How to Use the Product Search Feature of an Account in CRM

Overview:

This article will guide users on how to use the product search feature of an account in CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(X4A) and open it.  

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.

6. Choose the view that you need.  To do this, select the view drop-down and choose from the options.

7. To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.

8. Once you locate the specific account, double-click it to open the account details. 

9. Click the Product Search option.

   • If not yet visible, click the Ellipsis icon and choose Product Search.  

10. In the Search bar, input the product name or SKU and click Search.

11. The results will show different SKU with the following details, such as, but not limited to:

    • Description

    • Vendor SKU

    • Vendor Name

    • MSRP

    • Price

    • Available Quantity

12. If you’d like to view additional product details, simply click the eye icon located under the Action column.

13. With this information, you can create an order, opportunity, quote.