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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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. 
Catalogue| Expand |
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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 that the Service Provider Administrator will complete when raising a Quote Request for a Customer. |
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Details| Expand |
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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.
If entered, the code will display in front of the Quote Request Product name. For example, in front of 'Gatefold Folder (Single Pocket) in the image example above. |
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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 (be available to order) to all Customers.
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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 ServicesI don’t understand how this works. Is it just selecting Suppliers who will be available to select at the ‘selecting suppliers and services’ workflow stage of a Quote Request project?
Not clear to me what the notes / radio button notes mean.
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To create a new Rate Card, click the New Rate Card button. 
To edit an existing Rate Card, click the Edit icon on the Rate Card. 
The New / Edit <Rate Card type> page displays.  Image Modified
Catalogue| Expand |
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Configuration| Expand |
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| Field | Description |
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| Workflow | Select the Project workflow that the Rate Card should follow.
For more information about workflows see Creating / Editing a Workflow | | Form | Select the product specification Form for the Rate Card type.
This is the specification form that the Service Provider Administrator will complete when ordering a Rate Card for a Customer. |
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Details| Expand |
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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 Rate Card product 'card' in the Customer Catalogue.
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| title | Example Rate Card 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 Rate Card product to have.
For example 'Standard Folder (Single Pocket) in the image example above. | | Product Code | Enter a product code, if required.
If entered, the code will display in front of the Rate Card product name. For example, in front of 'Standard Folder (Single Pocket) in the image example above. |
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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 Rate Card 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 Rate Card product.
This is useful, for example, while the Rate Card 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 Rate Card type in the Customer Catalogue.
If no Customers are added, the Quote Request type will be published (be available to order) to all Customers.
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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.
| Note |
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Just selecting a Customer will publish the Rate Card 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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Specification
Cost prices| Expand |
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This is where the Service Provider can set the Supplier and cost prices for each service on the Rate Card. | Expand |
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Select the service from the drop-down list. | Expand |
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Start typing the Supplier name in the Type to select supplier input field, then select it when it appears. | Expand |
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Enter the date the Cost Prices are Valid to. | Expand |
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- Enter the Supplier reference in the Supplier Ref field.
Enter the cost / base prices per quantity. | Expand |
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- Click the Save button.
Optional Functions| Function | Description |
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| Automatically authorise POs | The Service Provider should select this if they want the Customer's Rate Card purchase orders |
| to be automatically authorised rather than an Administrator having to automatically authorise them. | | Add quantities | A Rate Card has three priced quantities by default. More can be added using the Add button. |
They can be deleted by clicking the delete icon  Image Modified. | Expand |
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| Clear the prices you have entered. |  Image Modified
| Opens a new page with the costs-per-quantity for each Supplier displayed side-by-side for comparison. | Expand |
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Sale Prices| Expand |
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This is where Rate Card Sale Prices can be set for all Customers or per Customer.
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