Siebel Consumer Sector Guide > Product Distribution > End-User Procedures >

Reviewing Account Catalogs


Account catalogs contain detailed information about the categories and products your company has made available to be ordered by a specific account.

If you are an account manager with responsibility for creating assortment plans, quotes, and orders, you will find account catalogs to be a valuable resource. They provide information about the products that are available for inclusion in the assortment plans you are creating. You can review catalogs in preparation for a visit or telephone call with an account's buyer. If you use Siebel Consumer Sector applications on a laptop computer, you can display the catalogs as you meet with buyers, allowing them to view prices and other critical information about your company's products for upcoming seasons.

To review an account catalog

  1. Navigate to the Accounts screen.
  2. Select an account by performing a query in the list.
  3. Click the Account Catalogs view tab.
  4. A list of catalogs for the account you selected appears in the Account Catalogs list.

  5. In the Account Catalogs list, drill down on the Catalog Name hyperlink.
  6. The Catalogs More Info view appears.

  7. In the Catalogs list, drill down on the Catalog Name hyperlink a second time.
  8. The Catalog Categories view appears. The Categories list displays the categories of the chosen catalog and the Category Details form displays the highest-level category.

  9. Click on the Products view tab.
  10. The Categories Products view appears.

    You can review:


 Siebel Consumer Sector Guide 
 Published: 18 April 2003