Working with the Catalog User Interface

Each catalog includes an interface that let users search for items based on their preferences. The following image shows a simplified catalog interface and highlights its main elements.

1. Search bar – Lets users quickly search for specific items by entering keywords. The search bar works with advanced catalog templates (called origins). For more information about the search bar, see Search Bar.

2. Top bar – Displays the catalog name and provides the buttons to add items to the transaction (if the wish list is enabled) and close the catalog. From the top bar, users can also access the Audit menu where they can find information about the selected filter options.

3. Filter panel – Contains the search filters organized into categories and subcategories to let users refine the search results. For more information, see Creating and Organizing Search Filters for the Catalog User Interface.

4. Search results overview – Displays the search results and lets users choose how they want to sort and view them. For more information, see Working with the Search Results Overview.

If you enable the wish list (called the cart), users can access it from the catalog user interface. The wish list groups items before adding them to the transaction. For more information, see Working with the Wish List (Called the Cart).

Search Bar

When working with an advanced catalog template (called an origin), you can add a search bar to the catalog interface. The search bar lets users quickly find items by typing keywords, like names and descriptions. When users type three or more characters, the search process looks for those keywords in item fields to find matching items in the catalog.

You can define the search fields in the advanced catalog template. To display the search bar, one or multiple search fields must include a search operator. For more information about advanced catalog templates, see Working with Advanced Catalog Templates.

To assign a search operator to a field:

1. In NetSuite, go to Guided Selling > System > Origins.

2. Edit an advanced catalog template (called an origin).

3. Go to the Fields subtab.

4. Under the Search Operator column, select a search operator for any fields you want to use in the search bar.

   Search Operator	Description	Usage
   Exact match	Finds results that exactly match the keywords provided by the users.	Useful when users know the precise search value.
   Contains	Finds results that include the keywords anywhere in the search fields.	Useful for fields with a lot of text and when users only know part of the search value.
   Starts with	Finds results that start with the keywords provided by users.	Useful when users only know the beginning of the search value.
   Exact match then contains	Prioritizes exact matches first, then includes results that contain the keywords.	Useful for providing users with exact matches, plus additional relevant results.

5. Click Save.

Working with the Search Results Overview

After using filters or the search bar to search for items, users can view search results on the catalog interface. To customize how search results are displayed, users can use the following fields:

• Items per Page – Defines how many search results are displayed on each page.

• Sort By – Sorts results by a specific search field defined in the advanced catalog template. For more information, see Sorting Results by a Specific Search Field.

• Filter – Refines the search results by searching the provided keywords against the item name or number.

  If you are working with an advanced catalog template (called an origin), include the item name or number in the search field list.

Users can also choose between a grid or list view to customize the search result overview. For more information, see Working with the Views for the Search Result Overview.

Sorting Results by a Specific Search Field

On the catalog interface, users can sort search results by any search field included in the Sort By field. You can define these search fields in the advanced catalog template (called the origin). A search field must have a label to appear in the Sort By field. These labels will be displayed as field options. You can also sort the options within the Sort By field by assigning a sequence number to each search field.

To include a search field for sorting:

1. In NetSuite, go to Guided Selling > System > Origins.

2. Edit an advanced catalog template (called an origin).

3. Go to the Fields subtab.

4. Under the Sort by Label column, enter a label for one or multiple fields listed under the subtab.

5. Under the Sequence Number column, enter a number to sort the label within the available options.

6. Click Save.

You can also include the Price option in the Sort By field.

To include the Price option in the Sort By field:

1. In NetSuite, go to Guided Selling > System > Origins.

2. Edit an advanced catalog template (called an origin).

3. Check the Load NS item prices box to make pricing data available for the search fields.

4. Check the Include price in custom Sort By box.

Working with the Views for the Search Result Overview

Catalogs offer two options for displaying search results:

• Grid view

• List view

These views don't require any particular setup from your side. For more information, see Working with Grid View and Working with List View.

To define the layout that users view when first opening catalogs, go to the options records at Guided Selling > System > Global Settings. In the Default View field, select your preferred layout.

Working with Grid View

In grid view, each search result is displayed as a tile arranged in a grid. This option is useful when you want to include images with the search results. The following image shows the default tile template.

Number	Name	Description
1	Part Number	Corresponds to the Item Name/number field (ID: itemid).
2	Image	Corresponds to the Store Display Image field (ID: storedisplayimage).
3	Name	Corresponds to the Display Name/Code field (ID: displayname).
4	Price	Retrieved from the price matrix . The currency and price level are determined by the customer selected on the transaction.
5	Quantity	Users can select the number of items.
6	Add button	Users can click this button to add items to transactions or the wish list.
7	Description	Corresponds to the Web Store Description field (ID: storedescription).

Working with List View

List view organizes search results into rows and columns. Each row represents an item, and columns display details about that item. The following image shows the default list header.

Note:

List view doesn't include images.

Number	Column Name	Description
1	Part Number	Corresponds to the Item Name/number field (ID: itemid).
2	Name	Corresponds to the Display Name/Code field (ID: displayname).
3	Price	Retrieved from the price matrix. The currency and price level are determined by the customer selected on the transaction.
4	Details	Corresponds to the Web Store Description field (ID: storedescription).
5	Actions	Under this column, users can change the quantity and add the item to the transaction.

Including Additional Details in the Views

In grid or list view, you can include additional information that will be displayed for each search result. Depending on the view chosen, the information is displayed as a field (in grid view) or a column (in list view):

• Margin – Displays the percentage difference between the Purchase Price (item.cost) and the Base Price from the price matrix on the item record. The value is calculated as follows:

                      100*(price-cost)/price 
  
                    

• UOM – Lets users view the unit of measure on the catalog interface. If multiple units of measure are available, users can select their preferred one. The information is loaded from the Primary Sale Unit field (ID: saleunit) on the item record.

The margin information precedes the unit of measure. Both are displayed after the pricing information.

To display the margin and the unit of measure on the catalog interface, go to the options record at Guided Selling > System > Global Settings. Then, check the Margin and the Load units of measure boxes.

Setting a Minimum Quantity

You can set a minimum quantity of items that users must add to the transaction using the Quantity field. To define the minimum quantity, go to the options record at Guided Selling > System > Global Settings. In the Minimum Sales QTY Field, enter the ID of the item field that stores the minimum quantity value.

This value also works as a quantity multiplier. When increasing the quantity, users add items in multiples of the specified value. For example, if the minimum quantity is 2, users can only add 4, 6, 8 items, and so on.

Changing the Field Reference for Names, Descriptions, and Images

Each search result includes a name, a description (if available), and an image (only in grid view). This information is sourced from specific fields on the item record. You can change the displayed information for names, descriptions, and images by mapping them to other fields.

The following table describes the fields used as a reference for names (called titles), descriptions, and images.

Mapping Field	Default Field
Title	Display Name/Code (ID: displayname)
Description	Web Store Description (ID: storedescription)
Image	Store Display Image (ID: storedisplayimage)

To use other fields as a reference, go to the options record at Guided Selling > System > Global Settings. Under the Field Mapping subtab, select alternate references in the following fields:

• Title (or Name)

• Description

• Image

Working with the Wish List (Called the Cart)

The wish list lets users group items before adding them to transactions. With the wish list, users can review the chosen items, adjust quantities, and remove items that are no longer needed.

To view the wish list, users click the cart icon on the user interface. To move items from the wish list to the transaction, users click the Submit button in the wish list. Alternatively, they can use the Submit button on the catalog interface.

Note:

The Submit button on the catalog interface is only visible if you enable the wish list.

You can enable the wish list on the options record. Go to Guided Selling > System > Global settings. Then, check the Use cart box and click Save.

Related Topics

• Creating Catalogs
• Working with Advanced Catalog Templates
• Creating and Organizing Search Filters for the Catalog User Interface
• Including Additional and Required Items in the Search Results
• Activating or Hiding Building Blocks with Rules
• Working with Configurable Items from Catalogs

General Notices