How do I manage customer SKUs?

Here is a guide on creating and editing Customer SKUs for specific customers who use different SKUs when ordering from you.

If your customer sells your items with different SKUs, it's very easy to set this up in the system. In ERP, go to CRM > Customer SKU Management.

Enter the Customer #. You can start entering these line by line if you'd like - Customer #, SKU, and Customer SKU being the required fields, Reserve Price being a recommended field if that customer gets special pricing on certain items.

If you are doing this for many SKUs, it's probably easier to paste from a spreadsheet. To do this, first, you'll want to copy from DigitBridge so all of your column headers are exact. Right-click anywhere in the grid and select Copy to Excel.

Next, paste into your preferred spreadsheet software. 

Enter the information into your spreadsheet. Copy everything (including the column headers).

Right-click anywhere in the grid and select Paste from Excel - Append Grid.

All of your data will appear in the grid. If it looks correct to you, click Save.

Click Yes.

Sales Order

When creating a new sales order for this client (or if they are ordering through the Customer Portal), their new Reserve Price will appear in the Price column.