Overview of Setting Sales Catalog Options and Actions

You can configure various options and actions for your catalog.

The options and actions include:

• Product Groups: Specify which catalogs the usage includes.

• Modes: Create and maintain "modes", which in the catalog are departments within your organization that use a particular product group as their parent catalog. Modes are used in combination their parent product group and further with the usage options you set.

• Templates: Select the template that determines how the catalog is displayed for this mode of usage.

• Functions: Configure functions, such as whether to run the eligibility rules or enforce territory restrictions.

• Miscellaneous: Change miscellaneous catalog display settings, such as button labels or number of items per page.

See the Set Sales Catalog Options and Actions topic for steps.

Functions

In the Functions tab, you can specify options for eligibility checks, display of prices, and product display filtering by territory.

Here are the function options:

Function	Description	Value	Effect
Eligibility Engine	Determines whether to display the eligibility of products based on the eligibility rules in place.	Don't run	The eligibility service is off. Users can't check eligibility of products in the catalog.
		Run	The eligibility service is on. Users can check eligibility of products in the catalog.
Pricing Engine	Determines whether to display prices for a product, if pricing integration is set up.	Don't run	The pricing service is off. Prices don't display in the catalog.
Not applicable	Not applicable	Complex	The pricing service is on. The catalog shows prices, such as List Price, Your Price, and Discount Price.
Not applicable	Not applicable	Simple	The pricing service shows List Price only.
Territory Engine	Determines whether to display product groups and products in a territory.	Don't run	Territory filtering is off. The Filter by Territory check box doesn't display.
Not applicable	Not applicable	Enforce territory	Territory filtering is on, but is transparent to the user. The Filter by Territory check box doesn't display.
Not applicable	Not applicable	Display user choices	Checked by default: Territory filtering is on. The territory filter check box is displayed and checked by default. The user can deselect the check box to disable the territory filtering. Unchecked by default: Territory filtering is off. The territory filter check box is displayed and deselected by default. The user can check the check box to enable the territory filtering.

Miscellaneous Actions

In the Miscellaneous tab, you can set various catalog display preferences, such as the button labels, to display and the number of products to display per page.

This table shows the display options:

Name	Description
Add item button label	The selected value is shown next to the product at runtime.
Add category button label	The selected value is shown next to the catalog or category at runtime.
Add category enabled indicator	Allows buttons to be shown next to the catalog or categories.
Enforce product group selection	Hides sales catalog product group hierarchy nodes in the runtime UI. Click Yes to make it so users can't select product groups while browsing and hide product groups in the opportunity Products table list of values.
Records per page	The number of records to be displayed per page.
Sort by format text	The sort format of the entire label that you want displayed in the runtime interface. The default is {ATTR}: {SORT_ORDER}. Example: Name: A to Z.
Sort by product label prefix	The sort format of the prefix label that you want displayed. Example: If the default is Name: A to Z, you can select an alternate label for Name. It could be Item: A to Z.
Sort by sequence product ascending label	The sort format of the ascending suffix label that you want displayed. Example: If the default is Name: A to Z, you can select an alternate for A to Z. It could be Name: Ascending.
Sort by sequence product descending label	Sort format of the descending suffix label that you want displayed. Example: If the default is Name: Z to A, you can select an alternate for Z to A. It could be Name: Descending.
Sort by sequence ascending first indicator	Select Yes to display ascending labels first in the Sort By list of values.
Show immediate child products only	Shows immediate products of a given category disregarding the standard action of showing all products (including child categories) if narrow by is defined on the category.
Image server	Identifies the source of images for products and product groups.
Image server alternate path	Identifies an alternate image source location (URL)
Enable transactional attribute	Allows transactional attributes to show up in product detail page. Transactional attributes are attributes that can be selected such as color and size of shirt.
Hidden category optional attribute list	You can specify the attributes you would like to hide from the category list. Enter a comma-separated list of attributes to be hidden.
Hidden product optional attribute list	You can specify the attributes you would like to hide from the product pages. Enter a comma-separated list of attributes.
Hide quantity	To hide the quantity field shown in the product page, set this to Yes.
Hide unit of measure	To hide the unit of measure field shown in the product detail page, set this to Yes.