Page History

Customer Self Service features a Custom Catalogue functionality, whereby a specific 'basket of goods' can be created and made visible for a specific customer. 

Step-by-step guide

To Create a New Custom Catalogue:

1. Login as an Administrator.
2. Navigate to 'Custom Catalogues' (CatalogueMaintenance.aspx).
3. Click 'New'.
4. Enter a value in the 'Catalogue Code' field. This will be the catalogue's unique identifier in the database.
5. Enter a description in the 'Description' field. This will be the name displayed to users with access to the catalogue.
6. Click 'OK' to create and save the new catalogue.

Once the Catalogue has been created, it can be configured with a category structure and populated with products. 

The advanced Catalogue Maintenance screen will display the catalogue in Tree View. Top Level categories are referred to as Parents, and sub-categories are Children.

To Configure a Custom Catalogue:

1. Login as an Administrator.
2. Navigate to 'Custom Catalogues' (CatalogueMaintenance.aspx).
3. Search for the Catalogue either by Code or Description.
4. Select the Catalogue record via radio button.
5. Click 'Configure Catalogue'. The advanced catalogue maintenance screen will load. 

6. Click the 'here' link to begin creating categories. 
   Image Added (need to update this screenshot after typo is fixed. 'This category has no categories' should read 'This catalogue has no categories'..)
    

7. The first category will appear. Select the category name and overwrite it as required (no commas or backslashes should be used).

8. Right-click on the category which has just been created, and select one of the following options to create another category:

   • New Child Category
   • Copy Category
   • New Parent Category
9. For each new category created, assign a name.
10. Click the 'Save' button.

After creating categories, the next step is to populate those categories with products. 

To populate a category with products: 

1. Login as an Administrator.
2. Navigate to 'Custom Catalogues' (CatalogueMaintenance.aspx).
3. Search for the Catalogue either by Code or Description.
4. Select the Catalogue record via radio button.
5. Click 'Configure Catalogue'. The advanced catalogue maintenance screen will load. 

Related articles