Custom Catalogue Access

In Customer Self Service, access to Custom Catalogues can be configured in one of two ways: 

1. Customer Level - ALL users attached to a Customer Code can be granted access to a catalogue by making the catalogue their default. 
2. 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. 

Step-by-step guides 

To Assign a Catalogue at the Customer Level: 

1. Login as an Administrator.
2. Navigate to 'Accounts' --> 'Customer Maintenance' (/CustomerMaintenance.aspx?mode=admin).
3. Search for the required Customer Code.
4. Select the record via radio button.
5. Click the 'Catalogues' tab.
6. Click 'New'.
7. Select the required catalogue from the drop-down list.
8. 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. 
9. Click 'OK' to save.
    

To Assign a Catalogue at the User Level:

1. Login as an Administrator.
2. Navigate to 'Accounts' --> 'Advanced User Maintenance' (/UsersMaintenance.aspx?mode=admin).
3. Search for the required user.
4. Select the record via radio button.
5. Click the 'Accounts' tab.
6. Select the required Customer Code via radio button.
7. Click the 'Catalogues' tab. 
8. Click 'New'.
9. Select the required catalogue from the drop-down list.
10. Tick the 'View Only?' flag if the user requires viewing but not ordering access.
11. 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
12. Click 'OK' to save.
     

Related help

• Page:
  Custom Catalogue Access
• Page:
  Custom Catalogue Maintenance
• Page:
  Custom Catalogues (legacy)