Overview
Customer Self Service features a Custom Catalogue functionality, whereby a specific 'basket of goods' can be created and made visible for a specific customer.
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The instructions below refer to 'Advanced Catalogue Maintenance', available in versions 3.67 and above. |
Create a Catalogue
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To Create a New Custom Catalogue:
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| Tip |
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The 'Help' link in the top menu bar contains useful hints and file format requirements. |
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Add Categories
To Configure a Custom Catalogue:
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| name | CustomCatalogue-CreateCategories.swf |
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Add Products to Categories
After creating categories, the next step is to populate those categories with products. Adding products can be done manually, or via Import.
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| name | CustomCatalogue-ManuallyAddProducts.swf |
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Importing Categories & Products
If there are a large number of products to be added to a catalogue, it may be more efficient to perform an import.
Product imports can be done either category by category, or the entire catalogue contents imported in bulk. Both methods are detailed below.
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Import ProductsTo Add Products to a Custom Catalogue Category: - Login as an Administrator.
- Navigate
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- to 'Custom Catalogues' (CatalogueMaintenance.aspx).
- Search for the Catalogue by Code or Description.
- Select the Catalogue record via radio button.
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- Click 'Configure Catalogue'. The advanced catalogue maintenance screen will load.
- Click on the Category to which products will be added.
- Click
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- the 'Download Product Import Template'
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- link to open a .csv file with the appropriate Headers and sample data.
- Overwrite the sample data on the .csv file with actual products to be imported.
- Save the .csv file.
- Select an Import Method from the drop-down list:
- Append to list - items in the csv file will be added to any existing products in the category.
- Overwrite list - items in the csv file will overwrite any existing products in the category.
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- to browse to the saved .csv file containing products.
- Once the file is selected, the import will be performed. A success/failure message will be displayed.
- Click
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- button to save data.
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| name | CustomCatProductImport.swf |
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Import both Categories + ProductsTo Add Products & Categories to a Custom Catalogue in bulk: - Login as an Administrator.
- Navigate
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- to 'Custom Catalogues' (CatalogueMaintenance.aspx).
- Search for the Catalogue by Code or Description.
- Select the Catalogue record via radio button.
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- Click 'Configure Catalogue'. The advanced catalogue maintenance screen will load.
- Click
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- link).
- Click the 'Download Import Template' link to open a .csv file with the appropriate Headers and sample data.
- Overwrite the sample data on the .cs
v file with actual products and category structure to be imported. - Save the .csv file.
- Select an Import Method from the drop-down list:
- Append to list - items in the csv file will be added to any existing products in the catalogue.
- Overwrite list - items in the csv file will overwrite any existing products in the catalogue.
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- to browse to the saved .csv file containing products and category structure.
- Once the file is selected, the import will be performed. A success/failure message will be displayed.
- Click
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- button to save data.
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| name | CustomCatBulkImport1.swf |
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(video contains no audio)| Info |
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When the 'Overwrite list' method is selected, a confirmation request will appear: "Are you sure you want to remove all categories and products from this catalogue?". This is to ensure the Administrator understands that all existing data will be deleted, and replaced with the contents of the csv import file. |
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Grant Users Catalogue Access
In Customer Self Service, access to Custom Catalogues can be configured in one of two ways:
- Customer Level - ALL users attached to a Customer Code can be granted access to a catalogue by making the catalogue their default.
- User Level - Custom catalogue access can be configured on a user-by-user basis. This is useful where multiple users are attached to a Customer Code, but only some require access to the custom catalogue.
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Assign a Catalogue at the Customer Level: - Login as an Administrator.
- Navigate to 'Accounts' --> 'Customer Maintenance' (/CustomerMaintenance.aspx?mode=admin).
- Search for the required Customer Code.
- Select the record via radio button.
- Click the 'Catalogues' tab.
- Click 'New'.
- Select the required catalogue from the drop-down list.
- Tick the 'Default' flag.
- This ensures ALL users attached to the Customer Code have access to the catalogue, and will automatically view this catalogue upon login.
Click 'OK' to save.
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Attaching a Catalogue to a Customer Code will not grant all users access unless the 'Default' flag is set to Yes |
Assign a Catalogue at the User Level:- Login as an Administrator.
- Navigate to 'Accounts' --> 'Advanced User Maintenance' (/UsersMaintenance.aspx?mode=admin).
- Search for the required user.
- Select the record via radio button.
- Click the 'Accounts' tab.
- Select the required Customer Code via radio button.
- Click the 'Catalogues' tab.
- Click 'New'.
- Select the required catalogue from the drop-down list.
- Tick the 'View Only?' flag if the user requires viewing but not ordering access.
- Set the dollar value limits if Basic Order Approvals are in use for the catalogue (see Enabling order approvals for further information):
- Approval Limit
- Order Limit
- Req Limit
- Click 'OK' to save.
| Info |
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User catalogue access is configured per Customer Code, allowing a user attached to multiple Customer Codes to access a specific catalogue depending upon the account they are logged in against.
Therefore, if a user with multiple Customer Codes requires access to a particular catalogue across all accounts, access will need to be configured against each Customer Code the user is attached to. |
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