Use this workflow to prepare products and begin working with customers in Surefront.
1. Add products to your Catalog
Create products individually or use Bulk Upload. For an individual product, choose Create Product from the Catalog, enter the required Item# and category plus any other details, then create it. Open the product details to add photos, update information, and add tags. Use the Catalog upload action for bulk product or media uploads.
Bulk Upload Product Data and Media
2. Add or connect a customer
For a customer without a Surefront account, Add Customer in Customer Connections creates an unlinked sales-folder record. It does not connect the customer’s users. To establish a Surefront company relationship, ask the customer’s administrator to invite your company as a supplier, then accept the connection request in Customer Connections.
How to Add a Customer or a Supplier
3. Share products in a Showcase
Select products in the Catalog and choose Showcase to share them with an eligible connected retailer. Follow the recipient and message steps shown, then review the Showcase in the Catalog’s Showcase area.
Create a Showcase from the Catalog
4. Create and send a quote
- Open the customer’s CRM area and choose Create Quote.
- Complete the customer and quote title, plus any other required fields.
- Search or filter for products, select them, and choose Add Products.
- Review the quote and send it to the intended recipient.
Changes made to product information on the quote do not change the Catalog product. Follow the quote’s current form and recipient controls when sending.
