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 | | 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.
This is for internal tracking purposes only. It does not display on the folder in the Customer Catalogue. |
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. 
CatalogueConfiguration| 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 | Enter the name you want the Quote Request product to have.
For example 'Gatefold Folder (Single Pocket) in the image example above. | | Product Code | Enter a product code, if required.
This is for internal tracking purposes only. It does not display on the Quote Request product in the Customer Catalogue. |
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Publishing| Expand |
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| Field | Description |
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| Display | Set the time period that you want the Quote Request product to be available in the Customer Catalogue.
This can be left unset if you don't want to set a time limit. | | Not orderable | Select this option if you don't want Customers to be able to order the Quote Request product.
This is useful, for example, while the Quote Request type is in the process of being configured. | | Publish to | Here you can set the Customers / Customer Users you want to be able to access the Quote Request type in the Customer Catalogue.
If no Customers are added, the Quote Request type will be published (available to order) to all Customers. | Expand |
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| title | How to add Customers / Customer Users |
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| - Start typing the Customer name in the input field, and select the Customer from the list that displays.
- Click the Add button.
Groups and Users input fields appear.
- Add Customer Groups and / or Customers as required, in the same way.
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Just selecting a Customer will publish the Quote Request type to all Customer Users in the Customer organisation. Adding Customer Groups and Users will restrict publication to only those Groups and Users. |
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Supplier Services
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Create / Edit a Rate Card
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