PL ProfitLensGCC ERP by Somar
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Help Center · Sales & CRM

My Products

Show each sales rep the exclusive products assigned to them, the account products of their clients, and the open products available to every rep.

Product overviewHelp Center

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. Review exclusive products assigned directly or through the team

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. See the clients owned by the rep's team

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Check account-product coverage by brand, including what has not been bought yet

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Browse open products grouped by brand

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Search products and clients from one screen

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  1. Review exclusive products assigned directly or through the team
  2. See the clients owned by the rep's team
  3. Check account-product coverage by brand, including what has not been bought yet
  4. Browse open products grouped by brand
  5. Search products and clients from one screen

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: Sales credit is finalized when the invoice is issued. A product with no sales class is not credited.