Catalogs Single Dialog Workspace

Use this workspace to set up item catalogs and catalog structures.

This workspace is only available if you have the Portal module Procurement Portal.

You use catalogs for setting up a product structure that procurement portal users can utilize for browsing and finding items to order. The catalogs enable you to set up a hierarchical structure, breaking down your range of items into categories that make it easy for the procurement portal users to find the items to order.

You set up the catalog structure up by creating the relevant item categories, arranging them in a hierarchical structure, and then assigning the individual items to the catalogs on the lowest level.

To set up a hierarchical catalog structure, start by creating all of the catalogs. Next, select the top-level catalog in the tab. In the sub-tab, create a line for each catalog that should be a subcatalog to the one in the tab, specifying the relevant catalog numbers in the Catalog No. field.

You can assign items to catalogs at the lowest level, that is, catalogs that do not contain any subcatalogs. To assign an item to a catalog, select the catalog in the tab and create a line in the sub-tab, specifying the item in the Item No. field.

For each catalog, mark the Entry Catalog field if you want it to appear on the list of catalogs in the My Catalogs Portal component. Thus, you are able to select the front page catalogs that are initially presented to users, from which they start browsing for items. A catalog does not need to be at the top level of the catalog structure to be selected as an entry catalog.

For each Procurement Portal user, you are required to create a personal catalog to which favorite items can be added. Use the specific user name as the catalog number. Subcatalogs should not be assigned to any of the personal catalogs.