Once you have added a client organisation, you must assign Available Items to them in order to form their personal catalogue.
How to add Available Items to Client Organisation Catalogues:
- Go to Contacts > Organisations
- Search for the organisation using the search bar, or select Client from the "Filter company type" drop-down menu to see all your client organisations.
- Click on the relevant organisation to open their details.
- In the Settings tab, select Available Items, on the left. Then select the goods or services you would like to offer this client from the "Make a line available" drop-down menu.
- The selected lines will be available to this organisation through their client interface.