Customer Catalog

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Customer Catalog

 

Customer Catalog

The Customer Catalog helps in maintaining the code and description used by the customer for the various products setup in the system. It is maintained mainly by small and mid-size enterprises that provide customized services to their clientele.

 

To open the window, choose Operations > Business Partner > Customer Catalog > Select the customer for whom the catalog is being setup/modified.

 

Setup Screen

Field

Description/Activity

Header Columns

Code

Enter the unique code for the customer catalog.

Description

Enter the description for the catalog. A description of maximum 100 alphanumeric characters can be entered.

Customer Code

Displays the code of the customer for whom the catalog is being setup.

Customer Name

Displays the first and last name of the customer for whom the catalog is being setup.

Version Date

Enter the date on which the catalog is last updated. To select click to open the calendar control and select the date. The default value for this field is the current date.

Version

Enter the version number of the catalog.

Subsidiary

Select a Subsidiary to which the Customer belongs from the list of Subsidiaries.  Click [...] to open the Subsidiary Search screen and select the Subsidiary.

clip0340This field is visible, if subsidiary is enabled.

Detail Columns

Product Code

Displays the code of the product being added in the catalog.

Product Description

Displays the description of the product being added in the catalog.

Code

This is a free text field where the user can specify product code or the bar code for the product as maintained by the customer.

Description

This is a free text field where the user can specify the product description as maintained by the customer.

Add Product

The button enables to add a product to the catalog. Click the button to open the Product Search screen and select the product. To add a new product, press “F3” or click on “F3 New” button in the Product Search screen.

Delete Product

This button enables to delete a product from the catalog.

Ok

This button updates changes to the database and closes the screen.

Cancel

This button does not save any changes and closes the screen.

 


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