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


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Create / Edit a Folder

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To create a new folder click the New Folder button.

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

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The Details form displays:

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Complete the form fields:

FieldDescription
Category

Select the category you want the folder to fall under.

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titleInstructions
  1. Click the Select button.

  2. In the Folders box, select the folder category.
    A tick will appear in the selected category.

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  3. Click the Move to Folder button.

  4. Click the Save button.


Name

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

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Product CodeEnter a product code, if required.


Click the Save button.


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Create / Edit a Quote Request

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Create / Edit a Rate Card

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