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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.

To edit an existing folder click the edit icon on the folder.

The Details form displays:

Complete the form fields:

FieldDescription
Category

Select the category you want the folder to fall under.

 Instructions
  1. Click the Select button.

  2. In the Folders box, select the folder category.
    A tick will appear in the selected category.



  3. Click the Move to Folder button.

  4. Click the Save button.
Name

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

Product CodeEnter a product code, if required.

Click the Save button.



Create / Edit a Quote Request

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Create / Edit a Rate Card

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