Read all about how managing these settings will help your team save time and improve accuracy with your quotes.
First, do you already have the catalog data saved in a CSV? Our team can help by uploading this into your Freightview account on the back end.
Send us an email and we'll take care of it: Contact Us
To build your product catalog from scratch, click on your Settings Page and choose Product Catalog from the left-hand side, select the mode and “Add product”.
From here a tile will open allowing you to enter all of your pertinent product information.
Fill in any boxes you would like to auto-populate when you select that product from your catalog in the future.
Do you want to make a particular field read-only for your other users? Simple-- just click the checkbox next to the text field.
A few more options:
- Allow users to quote products that are not in the catalog. (If you want users to be able to quote products without restraint, simply turn this 'on’).
- Have Freightview automatically create products in my catalog after booking them.
- To save time when quoting, search for your saved products using the “Search products” field. These will then auto-fill on the booking page.
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If you have any questions or feedback, please let us know! Contact Us