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What is a Custom Catalogue?

A Custom Catalogue is a set of products that are included in a custom category. It can contain products from the default catalogue as well as products that are not viewable in the main catalogue. As long as the product is in the ERP and available for sale, it can be added to a custom catalogue. Such catalogues are usually created for specific customers or special purposes. It can contain any number of products. 


Custom Catalogues can be assigned at a user level, customer level or role level. A single user can have access to as many custom catalogues assigned to them as required. Also, a user can be denied access to the global (main) catalogue so that the custom catalogue is the only set of products the user can access.


Custom Catalogues are defined in the web database only as the ERP does not support this functionality.


When would a Custom Catalogue be used?

Custom Catalogues can be used to limit the products a customer can see. Often this is done at the request of the customer where they request that their users only be able to purchase a certain set of products from your website. It simplifies the product offering and also allows your website to offer compliance with your customers needs.

Custom Catalogues are also used to display custom products to customers. This can also be achieved with stock security.


What changes have been made in 2014 R1?

The User Interface for Custom Catalogues has been rewritten to allow the maintenance of the catalogue to be simplified. Improvements include:

  • Easy creation of child categories using a right mouse click method
  • Drag and Drop of categories
  • Simple maintenance of related data for category
  • Drag and drop of products in a category
  • Export of Product Codes
  • CSV Import options
  • Easy Copying of Category and Products in it


Step-by-Step Guide

Additional Information


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Custom Catalogues is stored in the web database as it is not an ERP feature.


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MultiExcerptNameFeature Overview

Create product catalogues accessed only by specific customers, users and roles.


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MultiExcerptNameFeature Title

Custom Catalogues


Minimum Version Requirements


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MultiExcerptNameMinimum Version Requirements

3.67.00


Prerequisites


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--


Self Configurable


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MultiExcerptNameSelf Configurable

Yes


Business Function


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Products & Categories


BPD Only?


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No


B2B/B2C/Both


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MultiExcerptNameB2B/B2C/Both

B2B


Third Party Costs


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MultiExcerptNameThird Party Costs

n/a




Related help

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