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 |
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| Category | Select the category you want the folder to fall under. | Expand |
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| Click the Select button.In the Folders box, select the folder category.A tick will appear in the selected category. Image RemovedClick the Move to Folder button.Click the Save button.| Include Page |
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| Select Folder / Category |
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| Select Folder / Category |
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| | 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.  Image Modified
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Create / Edit a Quote Request
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<<Say something here about how creating a quote request here differs from creating a quote request order...i.e. this is creating a catalogue item that is eligible for Quote Request>>
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.  Image Removed Image Added
Configuration| Expand |
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| Field | Description |
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| Workflow | Select the Project workflow that the Quote Request should follow.
For more information about workflows see Creating / Editing a Workflow | | Form | Select the product specification Form for the Quote Request type.
This is the specification form the Service Provider Administrator will complete when raising a Quote Request for a Customer. |
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| Field | Description |
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| Image | Click Choose file and select a product image to upload.
This image will display on the Quote Request product 'card' in the Customer Catalogue.
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| title | Example Quote Request Product Image |
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| | Category | | Include Page |
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| Select Folder / Category |
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| Select Folder / Category |
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| | Name |
| | Product Code |
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Publishing
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Create / Edit a Rate Card
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