How To: Create a Catalogue

  1. Open a Promotion screen (show me how).
  2. Open the [ Catalogues ] tab.
  3. Press Ctrl+N or click the New item icon is the button bar's NEW button on the button bar.
  4. Enter a Catalogue code and Description.
  5. If you are stock controlling the catalogue, enter the catalogue stock item code in the field provided.
    Note: the catalogue stock item will need to be set up prior to creating the catalogue.
  6. If you wish to track the catalogue requests enter the appropriate keycode in the field provided.
    Note: the tracker keycode will need to be set up prior to creating the catalogue.
  7. If you wish to use a specific price list enter this in the field provided.
    Note: the price list will need to be set up prior to creating the catalogue.
  8. If the catalogue has an expiry date enter this in the field provided.
  9. Enter appropriate details for updating the customers comm. log if required.
  10. Enter the catalogue items and prices in the lower grid as required.
  11. Add new pages by clicking on the the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right above the grid on the right.
  12. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the catalogue.

See Also


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