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

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:

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

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create-edit-folder create-edit-folder

Create / Edit a Folder

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create-edit-quote-request create-edit-quote-request

Create / Edit a Quote Request

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To create a new Quote Request, click the New Quote Request button. Image Added To edit an existing Quote Request, click the Edit icon on the Quote Request Image Added The New / Edit <Quote Request type> page displays. Image Added Catalogue Expand Configuration Expand Field Description 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. Details Expand Field Description Image Click Choose file and select a product image to upload. This image will display on the Quote Request product 'card' in the Customer Portal. Expand title Example Quote Request Product Image Image Added Category Include Page Select Folder / Category Select Folder / Category Name Enter the name you want the folder Quote Request product to have , e.g.Image Removed

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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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Supplier Services

I 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.

Create / Edit a Rate Card

Configuration

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Details

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Click Choose file and select a product image to upload.
This image will display on the Rate Card product 'card' in the Customer Catalogue.

Publishing

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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.

Tip > Setting the Display date in the future will also make the Rate Card invisible until that date.

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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Specification

Options

Rate Card Type: Standard / Quotable

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Creates a product specification for which Customers can select a quantity and get a quote.  This is a quick way for the Service Provider to make a product specification available to a Customer, for which they, in turn, can request a quote.

Add Options

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Options selected here will be available to the Customer when they order the Rate Card. They will allow the Customer to override the setting in the specification. For example, if colours have been set in the specification and the colours option is provided, the Customer can change the colours when they order the Rate Card.

Cost prices

This is where the Service Provider can set the Supplier and cost prices for each service on the Rate Card.

Select the service from the drop-down list.

Start typing the Supplier name in the Type to select supplier input field, then select it when it appears.

Enter the date the Cost Prices are Valid to.

Enter the cost / base prices per quantity.

Optional Functions

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 Removed.

Opens a new page with the costs-per-quantity for each Supplier displayed side-by-side for comparison.

Sale Prices

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 Removed.

Opens a new page with the costs-per-quantity for each Supplier displayed side-by-side for comparison.

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This is where Rate Card Sale Prices can be set for all Customers or per Customer. This involves specifying the markup on the cost prices. Expand title Sale Prices page Image Removed Start typing the Customer name in the Type to select customer input field, then select it when it appears. Expand title Type to select Customer Image Removed Enter the date the Sale Prices are Valid to. Expand title Sale Prices valid to Image Removed Enter the Markup for each Cost price. The Sale price is automatically calculated by applying the markup to the cost price. Expand title Applying markup Image Removed Note Applying markup is not mandatory. If it is not applied, the Customer(s) will be charged the cost price.. Click the Save button. Optional Functions
Function	Description
Allow intermediate pricing	Select whether intermediate pricing is allowed. For more information see 2.0 How do I calculate Rate Card Intermediate Quantities?.
Add quantities
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title Edit costs

Click the Save button.
The new folder displays with the other folders on the Catalogue Management page.

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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.

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To edit an existing Quote Request, click the Edit icon on the Quote Request

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The New / Edit <Quote Request type> page displays.

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Catalogue

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Configuration

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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.

Details

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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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Publishing

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Create / Edit a Rate Card

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To create a new Rate Card, click the New Rate Card button. Image Added To edit an existing Rate Card, click the Edit icon on the Rate Card. Image Added The New / Edit <Rate Card type> page displays. Image Added Anchor catalogue catalogue Catalogue Expand Configuration Expand Image Added Field Description Workflow Select the Project workflow that the Rate Card should follow. Standard Workflow will be the only option available unless you have configured other workflows. For more information on workflows see Create 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. Details Expand Image Added Field Description Image Click Choose file and select a product image to upload. This image will display on the Rate Card product 'card' in the Customer Portal. Expand title Example Rate Card Product Image Image Added Category Include Page Select Folder / Category Select Folder / Category Name Give the Rate Card a concise, descriptive name so Customers can easily identify it. 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. Publishing Expand Image Added Field Description Display Set the time period that you want the Rate Card product to be available in the Customer Portal. 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. Tip > Setting the Display date in the future will also make the Rate Card invisible until that date. Publish to Here you can set the Customers / Customer Users you want to be able to access the Rate Card type in the Customer Portal. If no Customers are added, the Quote Request type will be published (be available to order) to all Customers. Expand title How to add Customers / Customer Users Start typing the Customer name in the input field, and select the Customer from the list that displays. Image Added Click the Add button. Groups and Users input fields appear. Add Customer Groups and / or Customers as required, in the same way. Note 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. Anchor specification specification Specification Expand Complete the Rate Card Specification fields as required. Include Page Product Specification Product Specification Anchor options options Options Expand Rate Card Type: Standard / Quotable Image Added Option Description Standard Creates a normal Rate Card. Quotable Creates a product specification for which Customers can select a quantity and get a quote.  This is a quick way for the Service Provider to make a product specification available to a Customer, for which they, in turn, can request a quote. Add Options Image Added Options selected here will be available to the Customer when they order the Rate Card. They will allow the Customer to override the setting in the specification. For example, if colours have been set in the specification and the colours option is provided, the Customer can change the colours when they order the Rate Card. Anchor cost-prices cost-prices Cost prices Expand This is where the Service Provider can set the Supplier and cost prices for each service on the Rate Card. Expand title Cost Prices page Image Added Select the service from the drop-down list. Expand title Select service Image Added Start typing the Supplier name in the Type to select supplier input field, then select it when it appears. Expand title Select Supplier Image Added Enter the date the Cost Prices are Valid to. Expand title Set Valid to date Image Added If provided, enter the Supplier reference in the Supplier Ref field. This is a product reference provided by the Supplier. Enter the cost / base prices per quantity. Expand title Set cost prices Image Added Click the Save button. Optional Functions Function Description 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 Added. Expand title Add quantities Image Added Image Added Clear the prices you have entered. Image Added Opens a new page with the costs-per-quantity for each Supplier displayed side-by-side for comparison. Expand title Edit costs Image Added Anchor sale-prices sale-prices Sale Prices Expand This is where Rate Card Sale Prices can be set for all Customers or per Customer. This involves specifying the markup on the cost prices. Expand title Sale Prices page Image Added Start typing the Customer name in the Type to select customer input field, then select it when it appears. Expand title Type to select Customer Image Added Enter the date the Sale Prices are Valid to. Expand title Sale Prices valid to Image Added Enter the Markup for each Cost price. The Sale price is automatically calculated by applying the markup to the cost price. Expand title Applying markup Image Added Note Applying markup is not mandatory. If it is not applied, the Customer(s) will be charged the cost price.. Click the Save button. Optional Functions Function Description Allow intermediate pricing Select whether intermediate pricing is allowed. For more information see 2.0 How do I calculate Rate Card Intermediate Quantities?. 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 Added. Image Added Clears the prices you have entered. Image Added Opens a new page with the costs-per-quantity for each Supplier displayed side-by-side for comparison. Expand title Edit costs Image Added Select the quantities you want to each Suppliers to provide. In the example above, Print and Paper Co. will supply Rate Card orders with 50 and 100 quantities. Print, Paper & design Co. will supply Rate Card orders with 200 and 500 quantities. Click Select Suppliers. The settings will be saved. Note Only Cost prices are compared, not Sale prices.