Overview
Customer Self Service features a Custom Catalogue functionality, whereby a specific 'basket of goods' can be created and made visible for a specific customer.
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The instructions below refer to 'Advanced Catalogue Maintenance', available in versions 3.67 and above. |
Catalogue Creation
To Create a New Custom Catalogue:
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The 'Help' link in the top menu bar contains useful hints and file format requirements. |
Catalogue Configuration
To Configure a Custom Catalogue:
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Catalogue Products
After creating categories, the next step is to populate those categories with products. Adding products can be done manually, or via Import.
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If there are a large number of products to be added to a catalogue, it may be more efficient to perform an import.
Product imports can be done either category by category, or the entire catalogue contents imported in bulk. Both methods are detailed below.
Product Import
To Add Products to a Custom Catalogue Category:
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Category + Product Import
To Add Products & Categories to a Custom Catalogue in bulk:
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When the 'Overwrite list' method is selected, a confirmation request will appear: "Are you sure you want to remove all categories and products from this catalogue?". This is to ensure the Administrator understands that all existing data will be deleted, and replaced with the contents of the csv import file. |
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