Content Comparison

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To create a new folder:

1.  Go to either the Project † New RFx Jobbags --> † New RFx ( For Rate Card and Rfx items) view or the Inventory † Catalog †--> Catalog ( for stock items) view.
2.  Click the New Folder button at the top of the page.
3.  Select a Location for the folder by clicking the Change button and selecting an appropriate folder and then    clicking the Set button.

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The system provides a range of standard specification forms (known as Job Types) but allows you to arrange these forms into a catalog of Adhoc of Adhoc Items.

This allows the Catalog Manager to restrict access to unwanted specifications forms or to create additional ‘instances’ of specification forms (e.g. the ‘Single Sheet’ specification form may be presented in the Catalog as a ‘Poster’ Adhoc item as well as a ‘Flyer’ Adhoc item – both use the same specification form but may be easier for users to identify).

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1. 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
2. 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.
3. Click the Create Bespoke Item button in the bottom right.

Creating a

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Rate Card (from scratch)

1.  Go to Jobbags → New RFx
2.  Navigate through the 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 Form 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 Set button).
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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22. Fill in the Prices and click the Save button.

Creating Template Item ( Web-To-Print)

1. In the side menu, select the Templates option in the Templates section.
2. Click the New Pageflex Template option at the top of the page.
3. Set the Product Code and the Name of the template item.
4. Click the Details tab.
5. Select the Repeat Item option in the Pricing section and select the Repeat Item you wish to use for pricing.
6. Set any markup as required.
7. Put the Pageflex Template Document's SKU Code in the Document ID field. This tells the Claritum System which Pageflex document to open when the user chooses this item.
8. Click Save.