This is where all aspects of a Customer's catalogue can be configured.
Create / Edit a Folder
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:
| Field | Description |
|---|---|
| Category |
Select the category you want the folder to fall under.
|
| Name | Enter the name you want the folder to have, e.g.
|
| Product Code | Enter 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.
Create / Edit a Quote Request
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
Configuration
Details
| Field | Description |
|---|---|
| Image | Click Choose file and select a product image to upload.
|
| Category | Select the category you want the folder to fall under.
|
| Name | Enter the name you want the Quote Request product to have. For example 'Gatefold 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 Quote Request Product name. For example, in front of 'Gatefold Folder (Single Pocket) in the image example above. |
Publishing
| Field | Description |
|---|---|
| Display | Set the time period that you want the Quote Request product to be available in the Customer Catalogue. 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 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 Catalogue.
Just selecting a Customer will publish the Quote Request type to all Customer Users in the Customer organisation. Adding Customer Groups and Users will restrict publication to only those Groups and Users. |
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
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.
Catalogue
Configuration
Details
| Field | Description |
|---|---|
| Image | Click Choose file and select a product image to upload.
|
| Category | Select the category you want the folder to fall under.
|
| Name | Enter the name you want the Rate Card product to have. 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
| Field | Description |
|---|---|
| Display | Set the time period that you want the Rate Card product to be available in the Customer Catalogue. 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. |
| Publish to | Here you can set the Customers / Customer Users you want to be able to access the Rate Card type in the Customer Catalogue.
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. |
Specification
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 Supplier reference in the Supplier Ref field.
Enter the cost / base prices per quantity.
- 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
|
| Clear the prices you have entered. |
| Opens a new page with the costs-per-quantity for each Supplier displayed side-by-side for comparison.
|
