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This is where all aspects of a Customer's catalogue can be configured.

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To create a new folder, click the New Folder button.

To edit an existing folder, click the Edit icon on the folder.

The Details form displays:

Complete the form fields:

Field

Description

Category

Select the category you want the folder to fall under.

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title	Instructions

Click the Select button.
In the Folders box, select the folder category.
A tick will appear in the selected category.
Click the Move to Folder button.
Click the Save button.

Name

Enter the name you want the folder to have, e.g.

Product Code

Enter a product code, if required.

Click the Save button.
The new folder displays with the other folders on the Catalogue Management page.

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Create / Edit a Quote Request

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To create a new Quote Request, click the New Quote Request button.

To edit an existing Quote Request, click the Edit icon on the Quote Request

The New / Edit <Quote Request Type> page displays.

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Field	Description
Workflow
Form

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