Catalog Access

Catalog Access

Catalog Access refers to the Partner Vendor Catalogs that are available within Clixon.  At any time, you are able to activate or deactivate any Catalog.  When Active, users from your Company or Corporate group can search for and add or request the vendor catalog products they need.  For some vendor catalogs we only offer their products with catalog prices, while others we offer their full Catalog with E-Commerce Integration which allows for Live Pricing & Availability and electronic Order Submissions.

To locate the Catalog Access page go to:  Setup Information > Company > Catalog Access

Catalog Access

From the Catalog Access page you can manage which Catalogs will be Activated for each of your offices:
  1. There will be an Available Catalog list on the left, which displays all of the Catalogs hosted/available in Clixon.
  2. From the Corporate level, activate a Catalog for your entire Corporate group by sliding a Catalog from the Available Catalogs list over to the Active Catalogs - Ranking list.
    1. Catalog Access can also be managed for a single Company (office) if needed, just swap to that company and follow the same steps.
    2. This allows you to make certain Catalogs "Active" at some companies (offices), but not Active for others within your Corp. group.
  3. Once activated, you can "Rank" each Catalog by sliding them up or down within the Active Catalogs - Ranking list.
    1. The primary reason for "Ranking" vendor Catalogs would be if the same product was available from multiple Catalogs (vendors).
    2. The "Highest" ranked Catalog will be initially set as the Current Vendor, if such a product were to be added to your Corporate or My Catalog, and then to a Cart/Order.
      1. To change the Current Vendor - just go into the product profile and click in the Vendor field.
      2. This will bring up a list of all Product Vendors associated with the product.
      3. Click on the bubble for the Vendor you would like to make the Current Vendor and click Save.
Note - The Current Vendor status for a product is easily changed from a Cart when ordering or when viewing products in your Catalog(s).  This can be done at the Corporate Catalog level, or at each individual Company (My) Catalog.  If a change is made to the Current Vendor for a product at the Corporate level it will make that change in every Company level (My) Catalog as well.

View Catalog Products / Manage Current Vendor

From the Active Catalogs - Ranking list you are able to view the Products you have added from each Partner Vendor Catalog, and you can manage the Current Vendor assignment for each Product in the list.
  1. To do this, click on any Vendor Name (Catalog) in the Active Catalog(s) - Ranking list that you are interested in viewing or managing.
  2. This will build a list showing all of the Products that have been added to your Corporate or Company Catalog(s) (depending where you are in the application) from the selected Partner Vendor Catalog.
    1. With the selected catalog product list displaying, you are again able to see each product that has been added to your Catalog from the partner vendor.
    2. You can also see if the Catalog Vendor is set as the Current Vendor on each product.
    3. If any products show a different Vendor as the Current Vendor, you are able to change the Current Vendor by ticking the Box(s) of any products and then clicking the Make Current Vendor button.
    4. This will set the Current Vendor back to the Vendor you chose from the Active Catalog(s) - Ranking list.

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