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The instructions below refer to 'Advanced Catalogue Maintenance', available in versions 3.67 and above. |
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1. Create a Catalogue
To Create a New Custom Catalogue:
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The 'Help' link in the top menu bar contains useful hints and file format requirements. |
2. Add Categories
To Configure a Custom Catalogue:
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| name | CustomCatalogue-CreateCategories.swf |
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3. 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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Import 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 to 'Custom Catalogues' (CatalogueMaintenance.aspx).
- Search for the Catalogue by Code or Description.
- Select the Catalogue record via radio button.
- Click 'Configure Catalogue'. The advanced catalogue maintenance screen will load.
- Click on the Category to which products will be added.
- Click the 'Products' tab.
- Click the 'Import products...' button.
- Click the 'Download Product Import Template' 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.
- Click 'Choose File' 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 the 'Save' button to save data.
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| name | CustomCatProductImport.swf |
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(video contains no audio) Import both Categories + ProductsTo Add Products & Categories to a Custom Catalogue in bulk: - Login as an Administrator.
- Navigate to 'Custom Catalogues' (CatalogueMaintenance.aspx).
- Search for the Catalogue by Code or Description.
- Select the Catalogue record via radio button.
- Click 'Configure Catalogue'. The advanced catalogue maintenance screen will load.
- Click the 'Import...' button (near the 'Save' button and 'Help' 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.
- Click 'Choose File' 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 the 'Save' button to save data.
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| name | CustomCatBulkImport1.swf |
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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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4. Grant Users Catalogue Access
In Customer Self Service, access to Custom Catalogues can be configured in one of two ways:
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