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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 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.

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Click the Move to Folder button.
Click the Save button.

Name

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

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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.

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

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

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Field	Description
Workflow
Form

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