Customer Self Service features a Custom Catalogue functionality, whereby a specific 'basket of goods' can be created and made visible for a specific customer.
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 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.
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The instructions below refer to 'Advanced Catalogue Maintenance', available in versions 3.67 and above. |
Step-by-step guide
To Create a New Custom Catalogue:
- Login as an Administrator.
- Navigate to 'Custom Catalogues' (CatalogueMaintenance.aspx).
- Click 'New'.
- Enter a value in the 'Catalogue Code' field. This will be the catalogue's unique identifier in the database.
- Enter a description in the 'Description' field. This will be the name displayed to users with access to the catalogue.
- Click 'OK' to create and save the new catalogue.
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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.
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The 'Help' link (to the left of the 'Save' button) in the top menu bar contains useful hints and file format requirements. |
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