Add an Order Catalogue

An order catalogue contains products which might be physical items or job codes.

You must assign users to the catalogue to enable them to access it from a mobile device. Users can be assigned to multiple catalogues.

Once you have configured the catalogue, you can include the relevant control in a form to enable the assigned users to select the store products. For more details refer to Catalogue Element Control.

To add an order catalogue:

1. In WebAdmin select Materials.

   The Materials page appears.

2. In the Order Catalogues section, select Add .

3. Select the Name field, and enter a name for the catalogue.

4. Select Add.

5. On the Materials page, select the newly created catalogue.

6. To assign users to the store:

   1. In the Users section, select Edit .

   2. Select one or more users for the store.

      Use the Search field to filter the list of users.

   3. Select Save .

   4. Select the Back arrow to return to the store page.

7. In the No Products Found section, select Edit .

8. On the Products page, select Add .

9. To add a new product:

   1. Select the Code* field, and enter a new product code.

   2. Select the Description* field, and enter a product description.

   3. Select the UOM* field, and enter the unit of measure, for example EA for Each.

   4. Select the Price field, and enter the product price.

      The Price can be used for scoring. For more details on scoring, refer to Score Control.

   5. Select Save.

10. To add an existing product to the store:

    1. Select either the Code or the Description field, and select an existing item from the dropdown.

    2. Select another field to automatically populate the product details.

    3. Select Save.

* Required field