"New Product" Request

"New Product" Request

"New Product" Request

For products that are not part of your internal catalog a permission setting is available labeled: New Products Require Approval. If set to true, users will be required to Request Approval for any new product created in their catalog. An email notification will be sent to users who can Approve New Products. From your dashboard you will access "New" Product Requests to access a list of products displaying who requested the product, with a Reason for Request. 

This report gives you access to historical New Product Requests with decissions, dates, ext. by date range.

Customize Options

Once you access the report there is a default of displaying all of your "New Product" Requests but you can customize/refine your filter to a specific order by:

Filter options:
  1. Corporate Level users will see Product Approval Requests for all locations within the corporate group by default.
    1. Practice Level users will see Product Approval Requests from your specific practice.
  2. Date Range
  3. Select from drop-down filters to limit results
  4. Once you have utilized filter options click Build Report
  5. Download options include PDF or Excel.