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Kevin O'Brien

Kasia Czwarkiel (Unlicensed)

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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:

FieldDescription
Category

Include Page
Select Folder / Category
Select Folder / Category

Name

Enter the name you want the folder to have, e.g.

Product CodeEnter 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.

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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.

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

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

Catalogue

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Configuration

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FieldDescription
WorkflowSelect 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

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FieldDescription
Image

Click Choose file and select a product image to upload.
This image will display on the Quote Request product 'card' in the Customer CataloguePortal.


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titleExample Quote Request Product Image


Category
Include Page
Select Folder / Category
Select Folder / Category
NameEnter the name you want the Quote Request product to have. 
For example 'Gatefold Folder (Single Pocket) in the image example above.
Product CodeEnter 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.


Publishing

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FieldDescription
DisplaySet the time period that you want the Quote Request product to be available in the Customer CataloguePortal.
This can be left unset if you don't want to set a time limit.
Not orderableSelect 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 CataloguePortal.
If no Customers are added, the Quote Request type will be published (be available to order) to all Customers.


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titleHow to add Customers / Customer Users
  1. Start typing the Customer name in the input field, and select the Customer from the list that displays.



  2. Click the Add button.
    Groups and Users input fields appear.

  3. Add Customer Groups and / or Customers as required, in the same way.


Note

If only a Customer is selected, the Quote Request type will be published (made accessible to) to all Customer Users in the Customer organisation. Adding Customer Groups will restrict publication to only those Groups. Adding Customer Users will further restrict publication to only those Users.

Info

Include Page
Customer Group - Definition
Customer Group - Definition







Supplier Services

This is where the Service Provider can select the services that a Supplier will need to quote for on the Quote Request type.

In a Quote Request Project workflow, when the Service Provider selects Suppliers to send the Quote Request to, Suppliers providing the services set here will be listed as selectable options. The Service Provider is not limited to these Suppliers, however, other services / Suppliers can be selected when creating a Quote Request for a Customer.

For more information see Service Provider selects Suppliers. 


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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.

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catalogue
Catalogue

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Configuration

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FieldDescription
WorkflowSelect 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

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FieldDescription
Image

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


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titleExample Rate Card Product Image


Category
Include Page
Select Folder / Category
Select Folder / Category
NameGive 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 CodeEnter 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

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FieldDescription
DisplaySet the time period that you want the Rate Card product to be available in the Customer CataloguePortal.
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 CataloguePortal.
If no Customers are added, the Quote Request type will be published (be available to order) to all Customers.


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titleHow to add Customers / Customer Users
  1. Start typing the Customer name in the input field, and select the Customer from the list that displays.



  2. Click the Add button.
    Groups and Users input fields appear.

  3. 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.






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specification
Specification

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Complete the Rate Card Specification fields as required.

Include Page
Product Specification
Product Specification


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options
Options

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Rate Card Type: Standard / Quotable

OptionDescription
StandardCreates 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

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.


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Cost prices

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

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titleCost Prices page


  1. Select the service from the drop-down list.

    Expand
    titleSelect service


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

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    titleSelect Supplier


  3. Enter the date the Cost Prices are Valid to.

    Expand
    titleSet Valid to date


  4. If provided, enter the Supplier reference in the Supplier Ref field.
    This is a product reference provided by the Supplier.

  5. Enter the cost / base prices per quantity.

    Expand
    titleSet cost prices


  6. Click the Save button.


Optional Functions

FunctionDescription
Automatically authorise POsThe 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 .

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titleAdd quantities


Clear the prices you have entered.

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

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titleEdit costs




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sale-prices
Sale Prices

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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.

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titleSale Prices page


  1. Start typing the Customer name in the Type to select customer input field, then select it when it appears.

    Expand
    titleType to select Customer


  2. Enter the date the Sale Prices are Valid to.

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    titleSale Prices valid to


  3. Enter the Markup for each Cost price.
    The Sale price is automatically calculated by applying the markup to the cost price.

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    titleApplying markup


    Note

    Applying markup is not mandatory. If it is not applied, the Customer(s) will be charged the cost price..


  4. Click the Save button.

Optional Functions

FunctionDescription
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 .


Clears the prices you have entered.

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

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titleEdit costs

  1. 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.

  2. Click Select Suppliers.
    The settings will be saved.



Note

Only Cost prices are compared, not Sale prices.





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