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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.
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   Warning
   Attaching a Catalogue to a Customer Code will not grant all users access unless the 'Default' flag is set to Yes

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.
    
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