Delegated Catalog Administration for Partners

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

Partners might 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 support the complete solution that they provide to customers.

Partners might 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 (partner)

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 are being added.

3. In the Categories list, the partner does either of these actions:

   1. Selects an existing category to which the item is being added

   2. Adds a record and enters information about a new category to which the item is being added

4. The partner navigates to either the Products or the Literature view.

5. To add an existing product:

   1. The partner navigates to the Products view.

   2. In the Products list, the partner adds a new record.

   3. In the Add Internal Products dialog box, the partner queries to find an existing product, and navigates to 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 navigates to the Products view.

   2. In the Products list, the partner adds a new record.

   3. In the Add Internal Products dialog box, the partner clicks Go to run an empty query.

   4. In the Add Internal Products dialog box, the partner adds a new record and enters information about the product. navigates to New.

   5. 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.

   2. In the Price Lists list, the partner adds a new record.

   3. In the Add Price Lists dialog box, the partner selects a price list.

   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 navigates to the Literature view.

   2. In the Literature list, the partner adds a new record.

   3. In the name field of the new record, the partner selects the file that contains the literature.