Content Comparison

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Each Customer may have different prices for the same item (including the specification options) and simple tools exist for the Catalog Manager to quickly set a Customer’s prices given a chosen set of supplier prices plus the customer’s standard markup.

1. Creating an RFx Item

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1. Go to My RFx † New RFx

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1. Navigate through the Catalog folders to find the location where you want to place your new Adhoc Item.

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1. Click the New Item (New Custom Form) button at the top of the page.

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1. Select

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1. the Specification Form

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1. Type from the Specification pull-down menu.

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1. Check the Location is set to the correct folder (if it isn’t click the Change button and select the required folder then click the 

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1. Set button).

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1. Set the Product Code (this is optional).

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1. Set the Name of the item.

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2. You can set Display dates for when RFx item should be visible in the catalogue
   1. Leave dates blank for no dates restrictions
   2. Select from-to dates if you wish the item to be visible only during a given period of time
3. Select if you want to Publish to all customers or Publish to selected customers
   1. When publishing to selected customers, you will be able to add these customers from the drop-down list.
4. Click the Create Bespoke Item button in the bottom right.

Creating a Rate Card Item (from scratch)

1.  Go to My RFx † New RFx
2.  Navigate through the Catalog folders to find the location where you want to place your new Repeat Item.
3.  Click the New Item (New Custom Form) button at the top of the page.
4.  Select the Specification the Specification Form Type from Type from the Specification pull-down menu.
5.  Check the Location is set to the correct folder (if it isn’t click the Change button and select the required folder then click the Setbutton).
6.  Set the Product Code (this is optional).
7.  Set the Name of the item.
8.  Select an image for the Small Icon if you have one you would like to use.

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Note: Items to be published to the Customer Catalog normally have images 100 pixels wide by 100 pixels high although any sized image may be used.  Also, you do not need to upload an image if you do not have one available at this time. You can come back to this item at any time and apply an image.

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10. Click the Specification Tab and fill in the specification form with appropriate details.
11. Click the Save button.
12. Click the Cost Prices Tab.
13. Select a Supplier from the Add a supplier pull-down menu.
14. Select the supplier’s Activity from the pull-down menu next to the supplier selection menu.

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Note: The activities available for each supplier are defined by the supplier’s capabilities. If you cannot see the activity you require then the capability must first be added to that supplier.

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16.   On the Quantities line, click the Add button as many times as you need to create each of the quantities in your pricing table.

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Note: You can remove unwanted quantity columns by clicking the red x next to the quantity column you wish to remove.

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18. On the Base line, enter the supplier’s price for each quantity.
19. Click the Save button.
20. Click the Sale Prices Tab.
21. In the Tools section, select the Customer you wish to add prices for and click the add button.

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Note: You can skip this step if you wish to present ‘cost’ prices to your customer or you wish to rely on the standard % markup defined for the customer.

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