Publishing
- James Leeson (Unlicensed)
Analytics
The publishing page allows you to make quick edits to catalogue items in bulk
Searching for items
You can use the following criteria to search for catalogue items
Search: Search by item name or item code
Customer: Search for items assigned to specific customers
Group: Search for items assigned to a specific group
Folder: Search within a specific folder
Items: Filter results by quote request/rate card/stock item
Ordering: Filter results by wether they are Orderable/Not orderable
You can use the ‘default columns’ drop down to hide certain columns
Results/Editing Items
Users can quickly view specific details about catalogue items. Or the user can click the edit icon on the far right hand side of the table to be taken to the items profile where they can edit any aspect of the item
Category: The category the item is currently in
Type: The type of catalogue item (quote request/rate card/stock item)
Product Code: The unique product code
Name: The item name of the catalogue item. Names can be shared across items
Display from/to: The date range that the item will be visible to customers
Orderable: Selects wether the item can be ordered by customers