DriveWorks Pro 16: Catalogue Setup [send feedback...]

Catalogue Setup

The Catalogue Setup View lets you manage your CPQ Product Catalogue. Here you can setup the relationships between Categories and Products in a hierarchical way.

Categories and Products need to be added in their Views for them to appear in this View. With Categories and Products added, you can return here and setup the hierarchy.

Location in the DriveWorks CPQ Template:

Dashboard > Admin Panel > Catalogue Manager > Catalogue Setup

Catalogue References View

CPQ Catalogue References View

The left hand list is called Current Category. Every Menu Bar button affects the selected item in this list. For example, when you Add an item it gets added to the Current Category.

The right hand list shows you what is in the currently selected Category. If you have a Product selected then nothing will appear in this list.

Adding a Catalogue Item

  1. Navigate to the location where you want to Add your Catalogue Item.
  2. Use the Next Category button [>>] and the Previous Category button [<<] to navigate the catalogue hierarchy.
  3. When in the correct Category, press Add on the Menu Bar. A dialog Project will appear.
  4. Select the Catalogue Item type. Either a Category or Product.
  5. Next, select the Item you want to add from the Catalogue Item drop down.
  6. Select Apply to add the data to the current Category.

Editing a Catalogue Item

  1. Select a Catalogue Item from Current Category list.
  2. Select Edit from the Menu Bar.
  3. Select a new Catalogue Item from the drop down.
  4. Select Update to update the data.

Products can be only updated to other Products. Categories can only be updated to other Categories.

To swap a Category for a Product, you must first delete the Category and Add a new Product to the Catalogue. This is to ensure data is removed properly.

Deleting a Catalogue Item

  1. Select a Catalogue Item from Current Category list.
  2. Select Delete from the Menu Bar. A dialog Project will appear.
  3. Select Delete to remove the data.
Deleting a Category will remove any Catalogue Items below that category.

Managing Catalogue Item Permissions

Catalogue Items cannot be viewed in the Catalogue until you has allowed Teams to access them.

Permissions allow you to restrict access to Catalogue Categories and Products. This lets you hide or show Products and Categories to specific DriveWorks Teams. You could offer Products to one Distributor and not another.

Managing Permissions:

  1. Select a Catalogue Item from the Current Category list.
  2. Select Permissions from the Menu Bar. A dialog Project will appear.

    CPQ Catalogue Item Permissions Dialog

  3. The left hand side lists all of the Teams in the DriveWorks Group. The right hand side lists the Teams that have access to this Catalogue Item.
  4. Select a Team on the left hand side and press Add to add it to the right hand side.
  5. Select a Team on the right hand side and press Remove to remove it from the right hand side.
  6. Once you have a list of Teams, press Update Catalogue Item to update the items permissions.

Teams are added and removed from the Catalogue Item if they are included in the right hand list.

Catalogue Permissions are stored in the DriveWorks Group Table CataloguePermissions. A new row is added for each unique Item and Team.

Managing Catalogue Item Order

In the Catalogue Setup View it is possible to re-order Catalogue Items so that they appear in a different order.

  1. Select a Catalogue Item from the Current Category list.
  2. Select Move Up or Move Down from the Menu Bar.
  3. The Catalogue Item will move up or down the current list.

Catalogue Item order is stored in the DriveWorks Group Table called CatalogueReferences, along with the hierarchical data of the catalogue.

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