Notification of Update Request
You will receive a notification regarding a general update request for all products registered with your client. This notification will be sent to your email or can be accessed in the task table on the Prospeum dashboard.
Accessing the Update Area
You can access the update area in one of three ways:
- Click the link provided in your email.
- Select the corresponding task in the Task Table.
- Navigate within Prospeum to Customers > Overview, then click Product Information Updates.
Updating Product Information
Once in the update area, you'll see a table listing the products that require updates. To proceed:
- Locate the Download Excel File button at the top-right corner and click it.
- A window will appear. Here, you can choose one of two methods:
- Edit directly on the platform.
- Export and edit the data in an Excel file.
Option 1: Editing Directly on the Platform
- After clicking Download Excel File, you will gain access to a table where you can directly edit the product details within Prospeum.
- Make the necessary changes in the table.
- Once you’re done, click Complete Import to save and finalize your updates.
Option 2: Editing via Excel File
- After clicking Download Excel File,
- Click Export as Excel to download a file containing the product data.
- Open the file and edit the product information as needed.
- Save the updated file.
- Upload it by clicking Import Data in the update area.
- Follow the guided process to match the columns in the Excel file with the required fields.
- Confirm the information and complete the upload process.
Submitting Updates
After making and saving your updates:
- The Updated column in the product table will reflect the changes.
- Finally, click Submit (located on the left-hand side) to send the updated information to your client.