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
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.
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.
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.
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.
In the Catalogue Setup View it is possible to re-order Catalogue Items so that they appear in a different order.
Catalogue Item order is stored in the DriveWorks Group Table called CatalogueReferences, along with the hierarchical data of the catalogue.