Add product records in bulk and assign them to the users

Add product records in bulk and assign them to the users

Products can be added to the Product Collection either one by one or in bulk by uploading an excel file.

Add products one by one, following the below steps:

  1. From the URVA home page, under the Collection, you will find Products.
  2. Click on Products and then the product list will be open. (or know how to create a collection)

  3. Click '+NEW' icon and click on ONE BY ONE 

  4. Add product details in the fields under the Form tab.

  5. Click on the NEXT button in the lower right corner.

  6. Then click on the OK button to create a record. 

To bulk upload products, follow the below steps:

  1. From the URVA home page, under the collection, you will find Products.

  2. Click on Products and then the product list will be open.
    NOTE : 1. To add or bulk upload products, make sure a product collection is created. (or know how to create a collection)

  3. Click on the +NEW icon and click on BULK UPLOAD.

  4. Click on " TEMPLATE.

  5. Enter product details in the excel template and drop the excel or browse the excel file to upload and click on the Upload


NOTE : You can purge all previous data by clicking on the "Purge All Data" option. 

Assign product records to customers:

Companies can add products to Urva for the sales order taking process. Product collections can be assigned to different users based on territories and areas. This will help in reducing efforts in taking orders for products.

Product Collections can be assigned to users in the following ways:

  1. From the Urva home page, go to Products under the Collection module .

  2. Select checkboxes against each product.

  3. Click on the Assign option in the top right corner.

  4. A new pop-up window will appear with a user list.

  5. Select the users to whom the products are to be assigned then click on Submit.

 

Related Articles:

Create Product Collection form (Click Here)



    • Related Articles

    • Create a Product Collection

      Companies can add product data into URVA for the sales order-taking process. The product can be assigned to different mobile users based on territories(Learn to create territories) and areas. This will help in reducing efforts in taking orders for ...

    • Update/ edit Product records/ data

      Update or edit any item one by one: From URVA home page, under the Collection, you will find Products. Click on Products and the list of products will be visible. (or know how to create a collection) Click on the product you want to update and then ...

    • Remove product items from Product collection

      Delete a product one by one by following steps mentioned below: From URVA home page, under the Collection, you will find Products Select the Products you want to delete. Click on the Delete icon to delete it. Click on “YES” and the item will be ...

    • Filter and Compare Products in URVA

      With URVA, users can filter products and compare them side by side to make an informed decision. This guide will help you understand how to filter and compare products from a collection. From the URVA home page, go to Account and select Products. ...

    • Export/ download products to an excel file.

      Product Collection is downloadable in excel sheet with the following steps: From URVA home page, under the Collection, you will find Products Select the Product collection. Click on download '' icon to download or export data. Product collection is ...