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Reviewing Account Catalogs (End User)

Account catalogs contain detailed information about the categories and products that your company makes available for a specific account to order.

If you are an account manager with responsibility for creating quotes and orders, account catalogs are a valuable resource in providing information about the products that are available. You can review catalogs in preparation for a visit or telephone call with an account's buyer. If you use the Siebel Consumer Goods application on a laptop computer, you can display the catalogs when you meet with buyers, allowing them to view prices and other critical information about your company's products for upcoming seasons.

This task is a step in Process of Managing Product Distribution.

To review an account catalog

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the Name field hyperlink for an account, and click the Account Catalogs view tab.

   A list of catalogs for the account that you select appears in the Account Catalogs list.

3. In the Account Catalogs list, drill down on the Name field hyperlink.

   The More Info view for the catalog appears.

4. In the Catalogs list, drill down on the Name field hyperlink a second time.

   The Categories view for the catalog appears. The Categories list displays the categories of the catalog, and the Category Details form displays the highest-level category.

5. In the Categories link bar, click the Products link. You can review:
   • The category hierarchy in the Categories list.
   • Product details, by drilling down on the Product field hyperlink in the products list.