Example of Creating a Sales Catalog

In this example, a Vision Corp. sells servers and is setting up the product catalog for the first time.

Create a Sales Catalog

1. Navigate to the Setup and Maintenance work area and select the Sales offering.

2. In the list of functional areas, click the Sales Catalog and Products area.

3. Select the Manage Product Groups task.

4. In the Manage Product Groups page, create a new product groups.

5. In the Details dialog window, enter the data shown in the following table.

   Field	Sample Data
   Name	VisionCatalog
   Display	Vision Catalog
   Description	Contains servers for enterprise sales.
   Root Catalog	Select this check box to make this a root catalog.

6. In the Details tab, select the image that you want to display in this catalog.

7. In the Subgroups tab, create the following product groups, which are the categories for this product catalog.

   Field	Sample Data
   Subgroup Name	Sentinel Power Server 1000 Sentinel Power Server 3000 Sentinel Power Server 6000

8. Add more categories within some subgroups by switching from list to tree view and selecting the categories within which you want subgroups.

   Tip: To show the catalog in hierarchy mode so that you can see the nesting of the product groups, click the hierarchy icon in the Manage Product Groups pane.

   Add the following categories within subgroups.

   Parent Subgroup	Sample Data
   Sentinel Power Server 1000	Sentinel Power Server 1050 Sentinel Power Server 1100 Sentinel Power Server 1200
   Sentinel Power Server 3000	Sentinel Power Server 3050 Sentinel Power Server 3100 Sentinel Power Server 3200
   Sentinel Power Server 6000	Sentinel Power Server 6050 Sentinel Power Server 6100 Sentinel Power Server 6200

9. In the Products tab, add products to all the subgroups that you created.

10. Click Publish to publish the product hierarchy that you just created.

    A published catalog is available for use by different departments.

11. You must enable a sales catalog for use by associating it with the Base usage. To associate a published catalog with a particular usage, go to the Product Group Usage page and select the Base usage. Then, click the Product Groups subtab and select the catalog you just created.