Selection Modes
In single select mode, you can select a single item or catalog. When you are in single select mode, the left portion of the screen shows the selected catalog, and the right portion of the screen shows a list of selectable items and catalogs. You can select either a single catalog or a single catalog item when you are in single select mode.
In multiple select mode, you can quickly select multiple items or catalogs. In multiple select mode, you can browse through and select items from different catalogs. When using multiple select mode for items, you must specify the desired quantity for each item on the right side of the form. To use a different catalog, select the catalog from the left side of the form and enter item quantities for that catalog's items on the right side of the form.
In either mode, after you make the selections and exit from the catalog form, the system returns the choices to the application from which you accessed the Catalog function. For example, when you access Catalog from the Sales Order application, the system adds the items that you selected on the catalog form to the active sales order.
This table summarizes the various catalog access points, the selection modes, and selection choices:
Entry Point |
Selection Mode |
Selection Choices |
---|---|---|
On the Lead - Manage {Lead Name} form, select the Lead tab, click the Product Interest link and then click the visual assist next to the Description field. |
Single select mode |
Select catalogs only. |
On the Lead - Manage {Lead Name} form, select theLead tab, click the Product Interest link and then click the Assign Product Interest button. |
Multiple select mode |
Select catalogs only. |
On the Opportunity - Manage {Opportunity Name} form, select the Detail tab and then click the visual assist next to the Product Catalog or Item Number fields. |
Single select mode |
Select items or catalogs. |
On the Sales Order - Edit Sales Order form, select the Sales Order Header tab, and then select Product Catalog from the Go To: drop-down menu. |
Multiple select mode |
Select items only. |
On the Sales Order - Edit Sales Order form, select the Sales Order Detail tab, and then select Product Catalog from the More Row Actions: drop-down menu. |
Single select mode |
Select items only. |
On the Quote Order - Edit Sales Order form, select the Sales Order Header tab, and then select Product Catalog from the Go To: drop-down menu. |
Multiple select mode |
Select items only. |
On the Quote Order - Edit Sales Order form, select the Sales Order Detail tab, and then select Product Catalog from the More Row Actions: drop-down menu. |
Single select mode |
Select items only. |