How to Find and Add Products to a Project on Surefront

Name: How to Find and Add Products to a Project on Surefront
Uploaded: 2023-12-19T22:20:38+00:00
Duration: 40 s
Channel: Luke Wang
Description: The video provides a concise, step‑by‑step walkthrough for using the Surefront platform to add catalog items to an existing project. It instructs users…

19 Dec 2023 · 1 min

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0:40

The video provides a concise, step‑by‑step walkthrough for using the Surefront platform to add catalog items to an existing project. It instructs users to navigate to the Projects area under Departments and Categories, select a specific project, click the Add button, locate and select items from the catalog, and then confirm by clicking Add Products. For each added item, the tutorial shows how to open its product details page and use the Request Quote function, which opens a pop‑up to compose a brief email that is sent to suppliers. The speaker concludes by encouraging viewers to contact Surefront support via the link at the top of the page for any questions.

Chapters

Head to your projects in the Departments and Categories section. Select a project from your list and select the Add button at the top. Find a couple of items in your catalog to add to this project. Once complete, select the Add Products button at the top of the page. Click into an item to view its product details page, and at the top, select Request Quote. A pop-up window will appear for you to send it to your suppliers. Write a quick email message, and send the item on through. Continue to send added items on your projects. For any questions, please feel free to reach out to support at the top of the page.