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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.
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The 'Help' link (to the left of the 'Save' button) contains useful hints and file format requirements. |
To Configure a Custom Catalogue:
- Login as an Administrator.
- Navigate to 'Custom Catalogues' (CatalogueMaintenance.aspx).
- Search for the Catalogue either by Code or Description.
- Select the Catalogue record via radio button.
- Click 'Configure Catalogue'. The advanced catalogue maintenance screen will load.
Click the 'here' link to begin creating categories.
(need to update this screenshot after typo is fixed. 'This category has no categories' should read 'This catalogue has no categories'..)
The first category will appear. Select the category name and overwrite it as required (no commas or backslashes should be used).
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
- For each new category created, assign a name.
- Click the 'Save' button.
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When creating a new Child or sub-category, be sure to right-click on the Parent category to which it should sit under, and select belongs, before selecting 'New Child Category'. |
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- Login as an Administrator.
- Navigate to 'Custom Catalogues' (CatalogueMaintenance.aspx).
- Search for the Catalogue either 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.
- Search for a product by entering the code or description into the 'Search' box.
Select the required records from the search results list. Selections will be highlighted.
Tip Multiple records can be selected using 'Ctrl' + click. The 'All' link will select EVERY record in the result list; the 'None' link will de-select all records.
- Click the 'Add' button to add selected products to the Category.
- Click 'Save' to save changes.
- Repeat Steps 6-11 to add products to other categories within the Catalogue.
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