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Delegated Catalog Administration for Partners


The partner-delegated administrator can add products or literature to catalogs.

Partners may do this for a number of reasons. For example, if a partner sells products that are complementary to the brand owner's products, the partner can add these to the product catalog and add literature about them to the literature catalog. Then, their product and literature catalog will support the complete solution that they provide to customers.

Partners may also want to create their own catalogs and use them for selling products and managing literature.

The brand owner must create the catalog, even if it has no items in it. The partner can then add items to it.

The partner can see all the master data that the brand owner has associated with the catalog, but the partner can only add products and literature.

For more information about creating catalogs, see Assigning Master Data to the Partner Company.

For more information about pricing, see Siebel Pricing Administration Guide.

Adding Items to Catalogs

Delegated administrators can use the following procedure to add items to catalogs.

To add items to catalogs

  1. The partner-delegated administrator navigates to the Administration - Catalog screen.
  2. In the Catalogs list, the partner drills down on the name of the catalog to which items will be added.
  3. In the Categories list, the partner does either of these actions:
    1. Selects an existing category to which the item will be added
    2. Clicks New and enters information about a new category to which the item will be added
  4. The partner clicks either the Products or the Literature view tab.
  5. To add an existing product:
    1. The partner clicks the Products view tab.
    2. In the Products list, the partner selects New Record from the drop-down menu.
    3. In the Add Internal Products dialog box, the partner queries to find an existing product, and clicks Go.
    4. The partner selects the existing product to be added and clicks OK.
    5. The partner associates the product with a price list, as described in Step 7.
  6. To add a new product:
    1. The partner clicks the Products view tab.
    2. In the Products list, the partner selects New Record from the drop-down menu.
    3. In the Add Internal Products dialog box, the partner clicks Go to runs an empty query.
    4. In the Add Internal Products dialog box, the partner clicks New.
    5. In the Products form, the partner enters information about the product and clicks Save.
    6. The partner associates the product with a price list, as described in Step 7.
  7. To associate a product with a price list:
    1. After adding the product, the Partner clicks its name in the Product list.

      The Product form appears, with the Price Lists list below it.

    2. In the Price Lists list, the partner clicks New.
    3. In the Add Price Lists dialog box, the partner selects a price list and clicks OK.
    4. In the Price Lists list, the partner enters a price for the product in the List Price field.
  8. To add a new literature item:
    1. The partner clicks the Literature view tab.
    2. In the Literature list, the partner clicks New.
    3. In the name field of the new record, the partner clicks the select button.
    4. The partner uses the dialog box to select the file that contains the literature.
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